Steps to edit your statement configuration to include giving goals
Yes! For active campaigns, you can include giving goal/pledges with total amount funded on donor statements. Please follow the steps below.
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Login to the V2 admin portal and click on the Finance tab
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Under the Statements menu section on the left-hand side, click the Configure Statements link
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Click the Edit Configuration button in the bottom right-hand corner
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Scroll down to the Giving Goals section and click the Show on Statement Summary Page check box
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Enter a Title for the goals section. Examples: Commitments, Pledges, Goals, etc.
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Provide a Pledge label. Examples: Pledge Amount, Goal Amount, Total Commitment, etc.
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Provide a Given label. Examples: Given, Funded, Total Given, etc.
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Click Save & I’m Done
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This will be displayed on the summary page of the donor statement
