Giving Statements (Merchant) 

To get to this page you will go to the left menu bar and click on the Reports drop down, then click All at the bottom. From there you will see an Available Reports Screen with multiple reports on the screen to pick from. On the right side there will be an option to click Giving Statements. 

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This page is where you’ll manage all the giving statements your organization creates—perfect for tax time or whenever your donors need a record of their contributions. 

Right now, if it looks like there aren’t any statements listed yet. That just means none have been generated from this view (or you might be logged into a brand-new merchant account!). 

What You Can Do Here: 

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  • Create a New Statement 
    Click the “Create New Statement” button on the right to get started. This will walk you through generating a batch of giving statements for a selected time period. 

  • View Past Statements (once created) 
    When statements have been created, you’ll see a table that lists: 

  • The filename of each giving statement file 

  • The date it was created 

  • The period it covers 

  • Who created it 

  • And how many items (or donor records) it includes 

All giving statements generated through Dime are formatted to meet IRS compliance guidelines, so you can feel confident sending them to donors come tax season!