Donor Year-End Statement Overview

Donor year-end statement

Use this report to create a year-end statement to send to your contributors. The statement consists of an email letter and an attachment listing all transactions for the year. Both are customizable using the built-in content editor.

Sending options

• Batch send: You have the option to send the current year's statements using Batch Send. Each batch consists of 500 emails at a time.
• Send individually: You also have the option for any selected year to send statements individually.

Where can I find the report?

Go to One Click Reports in your control panel and select Donor Year-End Statement.