The Print Statement option in Essentials is only availabe to Stewardship Technology migrated clients. For other Essential Users, please refer to Generating Online Statements and Publishing and Emailing Your Statements.
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Open Print Giving Statements from the Welcome to CDM+ window
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Set the Donation Date range to the previous calendar year.
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Set Funds to the All radio button.
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Set Payment Types to All radio button.
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Click Report under the Options in the lefthand sidebar.
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Select the Sort Order you wish to use.
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If you want to print Giving Statements for Donors that are marked with Email Statement, then you will need to put a check in Send Email checkbox. Otherwise, leave it unchecked.
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Now, let's go to the Messages option in the left hand sidebar to add a message to your donors.
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In the Messages section, you can enter a message to your donors expressing thanks for their gifts over the past year. You can also set the descriptions for the total amounts of Deductible and Non-Deductible.
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Now, you can print the Giving Statements. You have the options of printing to a Printer, or to PDF. You can also review the Giving Statements by clicking on the Refresh or Screen button.
Once printed, the Giving Statement will look something like this…
