Export Contribution Statements in SteepleMate
This guide will walk you through exporting contribution statements to PDF, XLSX, and image formats. While multiple file types are available, PDF and image formats are the most commonly used.
Before You Begin
Before exporting, ensure you have generated the contribution statements. If you need help with this step, refer to the How to Generate Contribution Statements help guide.
Exporting Contribution Statements
- Once the contribution statement is generated, look for the Export To button at the top of the screen.
Select Your Preferred Format
- PDF – Best for printing and sharing electronically.
- Image (e.g., PNG, JPG) – Ideal for inserting into emails in SteepleMate.
- XLSX – If you need the data in spreadsheet format.
Alternative Method: Print to PDF
- Instead of using the export button, you can click the Print icon.
- This will open your system’s Print Dialog Box.
- Select Save as PDF to generate a PDF version of the statement.
Related Articles
How to Generate Contribution Statements in SteepleMate
As a Finance Administrator, you can easily generate contribution statements for your church members. Follow these steps: Access Contribution Statements Go to the Finance menu. Select Contribution Statements. Selecting a Date Range Choose the date ...Setting Up Contribution Statements in SteepleMate
(For Organization Owners or Account Creators) As the organization owner or the account creator of SteepleMate, it’s essential to configure your contribution statement settings to ensure they meet your church’s needs. Follow these steps: Accessing ...Generate Contribution Statements for Individual Family Members
Learn how to generate contribution statements for individual family members using the SteepleMate Finance module. This guide provides a step-by-step process to ensure each family member receives their own contribution statement. 1. Navigate to the ...How to View and Export the Giving Detail Report in SteepleMate
The Giving Detail Report in SteepleMate provides a comprehensive overview of recent donations, categorized by your chosen criteria. This guide explains how to view, filter, and export the report, as well as how to manage duplicates and understand the ...How to Create and Manage Offerings in SteepleMate
SteepleMate’s Offering Management feature helps you efficiently record and manage donations, both physical (cash and checks) and external payments from sources outside your merchant account. One of the core features in this system is the ability to ...
Recent Articles
How to Set Up Call Forwarding in SteepleMate
Call forwarding is a great way for churches to stay responsive without being tied to a specific location or device. Whether you’re a pastor, admin, or volunteer, forwarding calls lets you receive church-related calls on your personal phone — while ...How to Change Your Primary Email Address for Your SteepleMate Login
If you need to update the primary email address associated with your SteepleMate login, please follow these steps carefully. Note: For security reasons, this change must be completed by the account holder themselves. Log in to your SteepleMate ...How to Enter Donations from Organizations or Companies in SteepleMate
If your church receives contributions from organizations or businesses, you can track those donations in Offering Management just like you would for individual members or guests. This article will walk you through how to properly enable and record ...Troubleshooting a Black Screen on SteepleMate Billboard
If your SteepleMate Billboard screen goes black or stops cycling through slides, it's possible that more than one instance of the Billboard app is running. This can cause conflicts or prevent the display from working as expected. Step-by-Step Fix Use ...Managing Web Kiosk Submissions
Audience: Church administrators using SteepleMate Free Focus: Reviewing and managing prayer requests, testimonies, and messages submitted through the Web Kiosk What Can Church Members Do? From the Web Kiosk, members can: Sign In for Prayer or Fasting ...