If you want to view or download your statements before sending them to your donor(s) you have that option on the Batch Details page.
-
From the Welcome to CDM+ window, click on Online Statements.
-
Next, click on Details next to the batch of statements you want to view.
-
On the Batch Details page, click on View next to the statement you want to see. If there is a specific statement you want to view, you can use the Search bar to search for that specific statement.
-
When viewing the statement you'll see the options to Print Online Giving Statement, Download Online Giving Statement, or Email Online Giving Statement.
-
From the Batch Detail page, if you want to download the statement to your computer, click on Download.
-
You then will be able to save the statement to your computer.