 PamW
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| Joined: 17 Jun 2019 |
| Total Posts: 17 |
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Donor Statements
Posted: 24 Jan 2024 01:20 PM |
| I was creating our annual donor statements & realized that not all the statements were sent to Word. I am missing the last 68 statements. I don't see in the "Generate Statements" how to create a partial list of statements to capture these missing ones. Does anyone have any suggestions? Thanks so much! |
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Re: Donor Statements
Posted: 24 Jan 2024 02:32 PM |
Hi PamW,
Most likely you can just re-export the batch. Complete the following steps:
1-Under Receipting, Open the batch from the grid. The Batch Detail grid opens.
2-Click the Export Statements button on the left. The Export dialog opens.
3-Depending on the batch size, click the dropdown next to the 'Export To:' list. You might have a second set of statements you need to select to export. Select the 2nd set of statements.
4-Select MS Word from the Export To: list.
5-Click Go.
Let me know if that works. Exporting a large amount of statements breaks MS Word. So we divide the statements up into multiple export batches so MS Word can handle it.
Hope that helps.
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PamW
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| Joined: 17 Jun 2019 |
| Total Posts: 17 |
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Re: Donor Statements
Posted: 24 Jan 2024 02:40 PM |
Thank you for your quick reply. I feel a little sheepish, because when I went to re-export the statements I found that you could chose reports 1-250 or 251-400. That's what I needed to do. I appreciate your help!
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Re: Donor Statements
Posted: 24 Jan 2024 02:46 PM |
| Awesome! Great job ...and sorry if it's a little confusing. Unfortunately, MS Word crashes if we don't keep the batch sizes small e.g. 250 statements at a time. Another option is to email the statements which is a lot easier. ;) |
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