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Learning Videos
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User Management
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Security
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Data Management
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Campaigns and Giving Goals
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Text To Give
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Check and Envelope Scanning
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Online Giving Setup
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Accounting
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Online Gift Management
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Offline Giving Setup
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Offline Gift Management
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Donor Notifications
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Mission Trips
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Premiums and Fulfillment
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Slack Integration for Notifications
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Integrations
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Online Giving Instructions for Donors
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Vision2 Customer Bulletins
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Pricing
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Unassigned
How do I download a donor statement?
Steps to download a statement for an individual or an organization
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Login to the V2 Admin Portal and click on the Data Entry tab
For Individuals
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Under the People menu, click on the Individuals link
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Search for the donor and click on their name link in the search results
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Click the Reports button
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Click the Statements link
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Click the link for the statement year you need. The file will download automatically.
For Organizations
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Under the Organizations menu, click the Organizations link
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Search for the organization and click on their name link in the search results
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Click the Reports button in the upper-right-hand area
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Click the Statements link
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Click the link for the statement year you need. The statement will download automatically