Formatting Client Statement

Susan Walko

I am trying to make changes to statements, but BlackBaud does not see to have to have the capability. 1. Move logo to a different location on the statement. 2. Add “prior month balance” - instead of showing each month open - just a one line total.

Kevin Brazell

@Susan Walko
For logo, you can't move it, your only choices is size with this box :

For the transaction summary, there should be this button under the Dates field, should summarize all transactions regardless if they are in multiple periods :

Tried it yet?

Susan Walko

@Kevin Brazell I had already done all of those things for formatting.
It might work if I was able to remove these lines after the summary. I will play around with it. Thanks