Contents
- View existing contributions
- Add donating guests as members
- Export your list of contributions
- Email a contribution statement
- Print a contribution statement
- Print mailing labels
- Modify the contribution statement
View existing contributions
All of your existing contributions can be found within Contributions > All Contributions.
You can view existing contributions as a list or as a chart. There are options to work with donor profiles and to search contributions. Let’s look at these features in detail:
View contributions as a list
The default view within the All Contributions area is a list. This list is sorted in descending order, by the contribution’s date and has no filters applied.
Sort
To sort the list, click on a column header and an arrow will be displayed, showing you that you are sorting by that column. An upwards arrow illustrates sorting in ascending order, while a downwards arrow illustrates sorting in descending order. For example, here is a list that is sorted in descending order, by Amount.
Filter
You can filter the list by using the Search by name field, or the Advanced Search area. Using Advanced Search, you can apply a series of filters to narrow down the list of contributions that you are working with. The filters will apply to all list options: export, email or print.
Show/Hide Columns
The contributions list also allows you to show or hide columns you might not need at a certain point. To use this feature, click the table icon 
at the top right corner of your contributions list, then check or uncheck the columns which you want to show or hide, respectively.
View contributions as a chart
If you want to view contributions as a chart, you can do so by clicking the Chart option at the top right, next to the search box.
Any search based filters you have in place while viewing as a list will also apply when viewing as a chart, and vice-versa.
You can toggle back and forth between the Chart and List views, as needed.
Add donating guests as members
In addition, if there are any contributions made by guests who have donated without logging in, you will have the option to create a profile for them, using the Add Person option underneath their name.
Export your list of contributions
To export contributions:
- Click the Export button at the top right of the list.
- Select a preferred grouping option: no grouping, by person, by family, or by family (excluding children).
- Click Export.
- An excel file will be downloaded, containing the contributor’s First and Last Name, Fund(s), Amount, Payment Method, Date, Notes, Batch, and Check Number if paid by check.
Email a contribution statement
These Contributions Statements are the end of the year statements and only include contributions associated with Tax Deductible Funds.
For people who do not have an email, you can print their statement instead, print a mail label and send it to them via regular mail.
To email a statement:
- Click the Email (✉) icon.
- Choose whether you would like to group the statement by family.
- Click Email Statement.
- You can now create and send your email message:
- Select a template if you have created one previously. This is optional and you can save the message that you are currently writing, as a template, to use later. To save the template click Save this as template after you have written your full message. We recommend that you use merge fields to make templates more effective. See the section below for details.
- Enter the Subject of your email.
- Enter the email body. Here is where you can add the text you want to send,
- Use merge fields in the email body to retrieve information from people’s profiles. These fields are dynamic, so if the profile details change, you can be sure that the field will retrieve it automatically every time, with no need to change the email template.
- To add a merge field to your message, place the cursor where you would like to insert it, then select it from under the Add to body list. Click the 🕀 sign next to it, and it will be inserted into your email.
- You can delete a merge field just like any other text, e.g. with your backspace key.
- Lastly, turn on Group by Family or Modify the Statement, if required.
- Click Send to send your email to all people within your contributions list (either full or filtered). The statement will be included as an attachment.
Print a contribution statement
To print a statement:
- Click the Print (🖶) icon at the top right of your contributions list. .
- Choose whether you would like to group contributions by family, or to modify the statement.
- Click Print Statement.
This will allow you to download a .pdf file that will include the statement, in accordance with your list criteria.
Print mailing labels
If you need to send statements via regular mail, you can also print mailing labels by following the steps below:
- Click the Print (🖶) icon at the top right of your contributions list. .
- Choose whether you would like to group contributions by family, or to modify the statement.
- Click Print Label.
- This will open your browser’s Print feature, which you can use to print the sheet of labels. The labels will include all people found within your list, according to your filters, if any. Each label will contain a Full Name, Address Line, City, State and Zip Code.
Modify the contribution statement
You can modify the statement that is emailed to contributors. This can be done from under the Print Statement or Email Statement options, as well as from within the email editor.
Clicking the Modify Statement option in any of these places allows you to update the text that goes onto the statement, as well as the merge fields it includes. Merge fields can be added/removed the same way as within the email text editor.
Note: Please do not remove the [CONTRIBUTION_LIST] merge field, as this will retrieve the actual list of contributions that goes on your statement.
Click on Save when you are ready.