Year-end statements: view, print or email them
Insights → Year-end statements lists everyone who gave in a year. View or print one person's statement, or email a link to every donor at once.
- 1
Open Year-end statements
Open Insights → "Year-end statements". The title shows the year and how many donors gave.
Everyone who gave that year. - 2
Change the year
Type the year in the box at the top and press "Go".
Choose the year. - 3
One person
Click "view / print" next to a person to open their statement, then print it.
Open one person's statement. - 4
Email everyone
Press "Email all statements" and confirm. Each donor with an email (who hasn't opted out) gets a secure link to their statement, in their language.
Email a statement link to everyone. - 5
Mail the rest (optional)
If Mailed letters is set up, "Mail printed statements" mails a printed statement to people with an address but no email (a fee per letter).
Tips
- For one-click sending with a status board, retries and nothing sent twice, use the Year-end packet instead.
- "Email all statements" sends to everyone each time you press it — don't press it twice.
- Statements count only tax-deductible giving, less refunds and anything the donor got back (advantage).
If something isn't working
"Already sent recently".
It can be pressed 3 times an hour. If it already went, don't send again.
A late-night December 31 gift shows in the next year on this list.
The person's own statement is right. See "Statements show the wrong year".