Contribution Statement History and Tracking
Statement History lets you review previous Contribution and In-Kind Statement runs, including who ran the statements, the criteria used, and delivery results for emailed statements.
You can also use Statement History to view the contacts included in a previous run or run the same statements again.
Access Statement History
You can access Statement History from three places in DonorDock.
From the Contribution Statement Report
Navigate to Reporting.
Under Prebuilt Gift Reports, select Contribution Statement Report.
Click Statement History in the top-right corner of the report.
From the In-Kind Statement Report
Navigate to Reporting.
Under Prebuilt Gift Reports, select In-Kind Statement Report.
Click Statement History in the top-right corner of the report.
Directly from Reporting
Navigate to Reporting.
Find the Prebuilt Gift Reports section.
Select Statement History beneath the Contribution Statement Report and In-Kind Statement Report options.
You do not need to open a statement report first to access Statement History.
Review Statement History
At the top of the Statement History page, use the Contribution and InKind tabs to choose which type of statements you want to review.
Tab | Description |
|---|---|
Contribution | Statements generated for monetary contributions. |
InKind | Statements generated for in-kind contributions. |
Each previous statement run appears as a row in the Statement History table.
Column | Description |
|---|---|
Generated | The date the statement run was generated. |
Type | Whether the statements were sent by email or generated as letters. |
Period | The contribution period included in the statement run. |
Run By | The team member who ran the statements. |
Status | The current status of the run, such as Complete, Sending, or Errored. |
Contacts | The number of contacts included in the statement run. |
Delivered | The number and percentage of emailed statements that were delivered. |
Opened | The number and percentage of emailed statements that were opened. |
Clicked | The number and percentage of emailed statements where a link was clicked. |
Bounced | The number and percentage of emailed statements that bounced. |
Dropped | The number and percentage of emailed statements that were dropped. |
Not Sent | The number of contacts whose statement was not sent. |
For statement runs still processing, Statement History displays current progress as statements are sent.
View a Statement Summary
To review the details of a specific statement run:
Find the statement run in Statement History.
Click the link in the Type column.
The Statement Summary page displays information about the run, including the applied filters and results.
View Contacts Included in a Statement Run
Find the statement run in Statement History.
Click the three-dot action icon at the end of the row.
Select View Contacts.
An Activity Report will open showing the contacts included in that statement run.
View the Criteria Used for a Statement Run
Find the statement run in Statement History.
Click the three-dot action icon.
Select View Criteria.
A window will open showing the filter criteria used for the statement run.
From this window, select Run Again to use the same criteria for a new statement run, or close the window to return to Statement History.
Run Statements Again
Find the statement run in Statement History.
Click the three-dot action icon.
Select Run Again.
Continue through the statement process to create the new run.
You can also select Run Again from the View Criteria window.
View Statement Dates on Contact Reports
Contact Reports include two columns that can help you see when each contact was most recently sent a statement.
Column | Description |
|---|---|
Last Statement Date | The most recent date the contact was sent a Contribution Statement. |
Last In-Kind Statement Date | The most recent date the contact was sent an In-Kind Statement. |
To use these columns:
Open or create a Contact Report.
Add Last Statement Date or Last In-Kind Statement Date as a column.
Use the column filters to narrow the report based on statement date.