There are several helpful tools you can use to manage your Donor's Online Statements.
How to see if a Donor has viewed their statement
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Go to Program → CDM+ Engage → Engage Giving Statements.
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Next, click Details next to the batch you want to view.
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When a donor has viewed their statement, you will see a date and time stamp in the Last Viewed column.
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If you want to sort the list to group all those that have viewed their statements together, click on the Last Viewed column header to sort the list.
Searching for a Statement
If you would like to look for a specific statement you can use the dynamic search option on the Batch Details page.
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Go to Program → CDM+ Engage → Engage Giving Statements.
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Next, click on Details next to the batch you want to view.
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Here you can use the dynamic search field that allows you to search by a donor's name, amount of donation, donor code, etc so you can view a statement you are looking for.
