---
title: "Generating Statements"
slug: "generating-statements-1"
updated: 2026-04-21T21:55:08Z
published: 2026-04-21T21:55:08Z
stale: true
---

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

# Generating Statements

Here's how to generate a statement:

1. [Filter](https://help.infoodle.com/help/finance/statements/who-needs-statements) the list of transactions to find the transaction(s) that you wish to include in the statement.
2. Select the **Statement template** that you wish to use.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28230%29.png)

1. Click **Print for this page** or **Email all** to generate the statements.

- **Print for this page:** You are shown about 50 rows of people to send the generate the statement for. This is for performance reasons. Clicking 'Print for this page' will generate a single PDF for all the people on the page ready for you to print. You will be prompted with a 'download' button once the statements are ready.
- **Email all:** This will place your request for emailing the statements to everyone listed in all of the pages. Therefore you only need to click this once - and everyone in your search results will be processed.

Filenames

There can be benefits for your administration processes to have different names of files than the infoodle defaults. To change the format, [refer to this document](/v1/docs/donor-income-statement-filenames).

Note

To test a statement before generating statements go to a profile page of any contact that has transactions, click **Finance** and then click **STATEMENT**.

On a persons finance tab, a statement can be generated. This includes the ability to filter by account code and (if you use them - pledge drive) for those that need to be specific about the transactions that appear on the statement.