Atom – Printing year-end statements

How to Print Atom Contribution Statements

-Start in the People module

-Choose a view at the top called – “Contributed (date range)” or “Contributed (over amount in date range)”

-Click the printer icon in the top right

-Choose “Contribution Statements”


If you want to print family combined statements, change the “Full name format” to one of the Family- options
Check your date range
If you only want to include specific accounts, you can choose those, otherwise leave it blank.

-Click View Report

The preview will probably only show you the first 20 pages, but if you hit the Print or Email button, it will email you the full report.

Excellerate – Printing year-end statements

How to Print Excellerate Contribution Statements

First, make sure your contribution batches are updated.  
(They should say “Updated” in the Updated column.)

To update your batches, you can either open them up and click “Update”, or you can update several by going to Contributions menu, then Update Contribution Batch

Check your statements for accuracy
-Reports menu, Members, Member Contribution Statements.
-Check the date range
-You may want to report families together, so change Report Member/Family to one of the Family options
-You can add an additional message at the bottom of the statements if desired
-Hit Preview button
-If you want to check your contributions, answer Yes to the Contribution checker, otherwise click No.
-View the statements to see if they look correct. Use the page buttons to see the other pages:

If everything looks good, you can hit Print

Now the next time you go to enter contributions for the new year, it will say “OK to reset yearly totals?”, answer yes.