Year End Statement PDF Example (Print Templates Component)

The Print Templates component can handle building reports for organizations. The template comes hand-in-hand with the custom report module. Meaning, the templates added in the Print Templates component will show up in the reports page in your dashboard.

 

If you need more details on the Print Template component click here. 


If you are looking for how to print statements check out this resource.


This article will show you the generic Year to Date Statement (YTD) in which you can copy the html codes.

Image 1: The image above is how our generic Year to Date Statement will look like. 

Building the templates for each part of the statement


Step 1: Setting up the Header


First, we need to setup the header for our YTD statement.


- In the Admin view, click the 'Print Templates' component.


- On the Templates Unit tab, click the 'Add' button.


- Name the header (Ex. YTD Header).


- Leave the Context blank.


- Under the WYSIWYG field, you can use this to build the header. For this case, you can copy the code below and customize this.

Click the '<>' icon and paste the code below.


Header HTML code:

<table style="border-collapse: collapse; width: 100%; height: 94px;" border="0">
<tbody>
<tr style="height: 51px;">
<td style="width: 50%; height: 51px; text-align: center;"><strong><img src="https:/reportsdb.wmtekdev.com/data/FileManager/thumbnails//wmtek-from-google-with-space_1_698x279.png" height="81" width="203" style="float: left;" /></strong></td>
<td style="width: 50%;

- Under the WYSIWYG field, you can use this to build the header. For this case, you can copy the code below and customize this.

</tr>
<tr style="height: 43px;">
<td style="width: 50%; height: 43px; padding-left: 15px;">123 Grand Ave.<br />Old Crown, ZY 78002</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>

- Click 'Save & Close'.

Step 2: Setting up the Footer.

- Again, click the 'Add' button.

- Name the footer (ex. YTD footer).

- Leave the Context field blank.

- Under the WYSIWYG field, you can use this to build the header. For this case, you can copy the code below and customize this.
Click the '<>' icon and paste the code below.

Footer HTML code:

<p>&nbsp;</p>
<table style="border-collapse: collapse; width: 100%;" border="0">
<tbody>
<tr>
<td style="width: 33.3333%;">123 Grand Ave.<br />Old Crown, ZY 78002</td>
<td style="width: 33.3333%;"><a href="mailto:[email protected]">[email protected]</a><br />(123) 456-7890</td>
<td style="width: 33.3333%;">organizationdomain.com</td>
</tr>
</tbody>
</table>

- Click 'Save & Close'.

Step 3: Setting up the Body.

- Click the 'Add' button.

- Name the body (Ex. YTD Statement).

- Under the Context field, choose 'Statements Report'.

- Under the WYSIWYG field, you can make use of the variable available on the right side of the screen. These are the data that can be pulled from the report.

Body HTML code:

<p>{$rows.0.c_575}{*Household Name*}<br />{$rows.0.c_576}{*Address*}<br />{if !empty($rows.0.c_577)}{$row.0.c_577}{*Phone*}<br />{/if}{if !empty($rows.0.c_578)}{$row.0.c_578}{*Email*}<br />{/if}</p>
<p>Dear {$rows.0.c_575}{*Household Name*},</p>
<p><span>Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum<br /></span></p>
<p>John Doe, President</p>
<p style="text-align: center;"><strong>STATEMENT</strong></p>
<table style="border-collapse: collapse; width: 100%; height: 84px;" border="1">
<tbody>
<tr style="height: 21px;">
<td style="width: 33.3333%; text-align: center; height: 21px;"><strong>TOTALS</strong></td>
<td style="width: 33.3333%; text-align: center; height: 21px;">&nbsp;</td>
<td style="width: 33.3333%; text-align: right; height: 21px;"><strong>{$rows.0.vc_491}{*Gift Amount - Household Segment*}</strong></td>
</tr>
<tr style="height: 21px;">
<td style="width: 33.3333%; text-align: center; height: 21px;"><strong>Date</strong></td>
<td style="width: 33.3333%; text-align: center; height: 21px;"><strong>Designation</strong></td>
<td style="width: 33.3333%; text-align: right; height: 21px;"><strong>Amount</strong></td>
</tr>
{foreach $rows as $row}
<tr style="page-break-inside: avoid;">
<td style="width: 33.3333%; text-align: center; height: 21px;">{$row.vc_486}{*Gift Date*}</td>
<td style="width: 33.3333%; text-align: center; height: 21px;">{$row.vc_488}{*Fund Name*}</td>
<td style="width: 33.3333%; text-align: right; height: 21px;">{$row.vc_490}{*Gift Amount*}</td>
</tr>
{/foreach}
<tr style="height: 21px;">
<td style="width: 33.3333%; text-align: center; height: 21px;"><strong>TOTALS</strong></td>
<td style="width: 33.3333%; text-align: center; height: 21px;">&nbsp;</td>
<td style="width: 33.3333%; text-align: right; height: 21px;"><strong>{$rows.0.vc_491}{*Gift Amount - Household Segment*}</strong></td>
</tr>
</tbody>
</table>
<p><span style="font-size: 10pt;">This letter will serve as your receipt for tax purposes and certifies that you did not receive any goods or services in exchange for your donation. Please retain this letter for record of your donations.</span></p>
<p><span style="font-size: 10pt;">The <em>Organization Name</em> is a registered 501c(3) non-profit corporation with the IRS,&nbsp; tax ID number XX-XXXXXXX. Gifts to the <em>Organization Name</em> are tax-deductible and are used as designated whenever possible. We work hard to maintain accurate records; if you feel we&rsquo;ve made an error in this statement please let us know. If you would like to have a digital copy of this receipt, please visit your account detail at <a href="https://organizationdomain.com/user/my-giving">https://organizationdomain.com/user/my-giving</a> or call our office at (123) 456-7890.</span></p>

- Click 'Save & Close'.


Setting-up the templates for the Year to Date statement


After configuring the parts of the statement, we now need to configure the report for the Year to Date statement. Below is how to set it up:

- In the 'PDF Templates' tab, click 'Add'.

- In the Header Content field, choose the header template you have added.

- In the Body Content field, choose the body template you have added.

- In the Footer Content field, choose the footer template you have added.

- Under the 'Context Settings', you can choose 'Household Id' for the Group column, and 'Household Name' for the Group Column Display.

Note: You can select a person to test how the PDF will look like through the 'Preview Options'.



Looking for more?

If you need more details on the Print Template component click here. 


If you are looking for how to print statements check out this resource.


Modified on Tue, 05 Dec 2023 at 01:03 PM

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