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How do I download a donor statement?
How do I download a donor statement?

Steps to download a statement for an individual or an organization

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago
  • Login to the V2 Admin Portal and click on the Data Entry tab

For Individuals

  • Under the People menu, click on the Individuals link

  • Search for the donor and click on their name link in the search results

  • Click the Reports button

  • Click the Statements link

  • Click the link for the statement year you need. The file will download automatically.

For Organizations

  • Under the Organizations menu, click the Organizations link

  • Search for the organization and click on their name link in the search results

  • Click the Reports button in the upper-right hand area

  • Click the Statements link

  • Click the link for the statement year you need. The statement will download automatically

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