---
title: "Old - Generating Statements"
slug: "generating-statements"
tags: ["generating statements"]
updated: 2025-02-18T18:09:39Z
published: 2025-02-18T18:09:39Z
canonical: "docs.foundationhub.com/generating-statements"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Old - Generating Statements

Generating Statements

To generate statements, you need to follow these steps:

1. Go to **Utilities & Administration** in the **Menu**:

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image.png)

2. Select **S****t****a****te****men****ts**.

3. Next select “**Run Statement**” and a new screen will populate.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(341).png)

- **Funds** – Here you can select whether you want to run the statement job for all Funds or a subset of specific Funds. To add a Fund or a list of Funds, choose “Specific Funds” at the top of the box and then click “Add”. A pop-up search will allow you to add Funds.
- **Contacts** – Here you can select whether you want to run the statement job for all contacts or a subset of specific contacts. To add a contact or a list of contacts, choose “Specific Contacts” at the top of the box and then click “Add”. A pop-up search will allow you to add contacts.
- **Account Type** – Here you can filter the statement job by Account Type. If nothing is selected, all Account types will be picked up.
- **Account Subtype** – Here you can filter the statement job by Account Subtype. If nothing is selected, all Account Subtypes will be picked up.
- **Entity/Organization(s)** – Here you can filter the statement job by Entity. If nothing is selected, all Entities will be picked up.
- **Statement Types** – Here you will select the statement type(s). If nothing is selected, all Statement types will be picked up.
- **Frequency/Period** – Here you will select the statement period. Selection is required.
- **Order By** – Here you will select sort order that the files will be generated in.
- **Cover Sheet** – Here you will select the cover sheet if applicable.
- **Statement Insert** – Here you will select the statement insert if applicable.
- **Duplex Printing** – This will set the file up to print on both sides of the paper when the statements are printed.
- **Include Electronic Only** – This will include Interested Parties who have “Electronic Only” links to Funds.
- **Single File for Printing** – Will generate one file, otherwise each statement will have its own PDF file.
- **Notes** – Will only appear internally when a User checks the statement job status.
- **Run Type** – Select “Create Statements” if you would like to generate the statements only for review or printing, select Create/Post if you would like to post the statements to the System and to DonorSphere.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(342).png)

Click **Run Statements** button which will bring you to the **Check Statement Status** screen and here you will find the PDF copies of the statements once they are generated.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(17).png)