Statements
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Getting Here
Navigation: Steward → Statements
Overview
The Statements page manages CRA-compliant charitable donation receipts. You can create statement runs (annual, interim, or ad hoc), generate PDF receipts for all qualifying donors, email them directly, and download ZIP archives for printing. Each run tracks its status through the generation and distribution pipeline.
Fields & Controls
Statement Run Row
| Field | Type | Description |
|---|---|---|
| Run Name | Text | User-defined name for the statement run (e.g., "2025 Annual Tax Receipts"). |
| Type | Badge | Annual (blue), Interim (purple), or Ad Hoc (gray). |
| Period | Date range | Start and end dates of the giving period covered. |
| Donor Count | Number | Number of donors included in this statement run. |
| Total Amount | Currency (CAD) | Combined giving total across all statements in this run. |
| Status | Badge | Queued, Generating, Generated, Emailing, Completed, or Failed. |
| Created Date | Date | When the statement run was created. |
New Statement Run Drawer
| Field | Type | Description |
|---|---|---|
| Run Name* | Text input | Name for this statement run. |
| Statement Type* | Selector | Choose: Annual (full fiscal year), Monthly (select a month), or Custom (set date range). |
| Year* | Number | For annual statements, the fiscal year (defaults to previous year). |
| Month | Dropdown | For monthly statements, select the month (defaults to previous month). |
| Month Year | Number | Year for the monthly statement. |
| Period Start | Date picker | For custom range, the start date. |
| Period End | Date picker | For custom range, the end date. |
Statement Run Detail Drawer
| Field | Type | Description |
|---|---|---|
| Individual Statements | Table | List of all statements in the run, showing donor name, total amount, and delivery status (Generated, Emailed, Printed, Bounced). |
| Email All | Button | Email statements to all donors with email addresses on file. |
| Download ZIP | Button | Generate and download a ZIP file containing all PDF statements for printing. |
| ZIP Status | Badge | Shows generation progress. ZIP files are generated asynchronously with polling for completion. |
Donor Statement Lookup
| Field | Type | Description |
|---|---|---|
| Search | Autocomplete | Search for a specific donor to view their statement history across all runs. |
| Donor Statements | Table | All statements generated for the selected donor, with download links. |
Actions
Create a Statement Run
- Click “New Run”
- A drawer opens on the right
- Enter a name for the run (e.g., “2025 Annual Receipts”)
- Select the statement type: Annual, Monthly, or Custom
- For Annual: set the year (defaults to previous year)
- For Monthly: select the month and year
- For Custom: set the start and end dates
- Click “Generate”
- The run queues for background processing. Statements are generated as PDFs for each qualifying donor.
Email Statements to Donors
- Click a completed statement run to open the detail drawer
- Click “Email All”
- Confirm the email send in the dialog
- Statements are emailed to donors with valid email addresses
- Individual statement statuses update to “Emailed” or “Bounced”
Download Statements for Printing
- Click a completed statement run to open the detail drawer
- Click “Download ZIP”
- A background job generates the ZIP archive
- The status indicator shows progress
- When complete, the ZIP file downloads automatically
Look Up a Donor Statement
- Click the “Lookup” icon or button
- Search for a donor by name
- View all statements ever generated for that donor
- Download individual PDFs as needed