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 Custom Form Submissions in SteepleMate
This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...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 Manage Access Levels in SteepleMate
In this guide, we’ll walk you through how to access, modify, and audit user access levels within your SteepleMate system. Step 1: Access the Access Levels Page From the left navigation menu, go to Manage > Access Levels. You’ll be taken to a screen ...Why Aren’t My New Guests Getting Added to the CareTrack Automation?
If you’re noticing that newly submitted guest forms are not triggering the New Guest CareTrack, the most common reason is that the guest hasn’t been marked as “present” for a service. Quick Explanation SteepleMate’s CareTrack automations rely on at ...How to View and Export Custom Form Submissions in SteepleMate
This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...Add a Live Stream Link to Your Church Website
Make it easy for visitors to watch your church services live or on-demand by adding a streaming site URL to your SteepleMate church website. This guide walks you through how to display a “Watch Now” button that links directly to your YouTube, ...How to Update Your Profile in SteepleMate
Keeping your profile up to date helps church leaders and other members stay connected with you. Here’s how you can update your personal and contact information in the SteepleMate System. How to Access Your Profile Click the person icon at the top ...