Create a new statement run Finance tab > Statements > Create a Statement Run

Email the recipient list to yourself

Since this is an exclusion list, you will want to remove the individuals who want to receive their statement. Meaning, the only recipients on this list should be those individuals who do not want to receive their statement.

If you do not wish to delete numerous rows on the emailed summary report, you can create your own list to upload. Again, you only need to add individuals who do not want to receive their statement. When creating your own list, the only column that needs to be included on the spreadsheet is Vision2 ID. The Vision2 ID can be found in the URL of the individual profile or on the individual profile details page.

Your spreadsheet should look like this, keeping in mind the column name must be exactly: Vision2 ID

Save your exclusion list

On the current statement run, click the Upload Exclusion List link:

Click the Select Exclusion File button:

Browse to your file, click it, and click Open:

Click OK to confirm the file upload:

Click OK:

Click OK:

Wait for the statistics to recalculate:

The new statement counts should be reduced by the number of exclusions you uploaded:

If you need to exclude additional individuals, simply repeat the process. You can upload an exclusion file as many times as you need.

The rest of the statement generation process has not changed. You are ready to send emails and texts, as well as generate your print and mail statements. NOTE: the recipients on the exclusion list will not receive an email by any route: email, text, or generated PDF.