Rock ships with a default template that’s used by the Statement Generator to create statements. This template is also used by the web versions of the statements, like those accessed from the Person Profile page. The settings on the template drive what goes into the statement and how it looks. You can create a template of your own under Finance > Financial Settings > Contribution Templates to customize the statement to your needs. For instance, you’ll probably want to change the logo at a minimum. Name and Description - Each template you create should have a clear name and a description that indicates how it will be used. When you’re using the Statement Generator, only the Name of the template will be visible.Accounts - You can restrict which accounts get pulled into the statements by either selecting Currency Types for Cash Gifts - Here you’ll select which types of currency count as cash gifts. The default configuration is typically all you’ll need, but if you’ve added other currency types that should count as cash gifts you can select them here.Currency Types for Non-Cash Gifts - Select the types of currency that represent non-cash gifts, like vehicles or property. By default, these are grouped together under the Transaction Filter Settings - These settings let you filter out refunded transactions or transactions that were backed out on the same day they were applied. In most cases you’ll want to exclude these types of transactions from statements that get sent out to people, but you may want to see them for internal purposes.Transaction Types - By default, only contributions will be shown, but you can also include payments for events.Accounts for Pledges - Pledges are not shown on the contribution statement by default. If you want to show pledge information on the statement, select the accounts for pledges here.Pledge Filter Settings - These filter settings only apply to pledges. You can set whether or not gifts to child accounts of the selected accounts should count toward the pledge, and whether or not non-cash gifts should be included.Report Template - If you’re creating your own template, then you’ll most likely want to start by copying the default template that ships with Rock before making any changes. This is an advanced setting that lets you control exactly how the statement looks and what kind of information it displays.Footer Template - This is another advanced setting that lets you control the footer information of the contribution statement. By default, it includes the Logo - You’ll want to replace the default logo with your own. The logo size should be 240 x 80 pixels.PDF Settings - These settings let you control the margins and page size of the PDF documents that will be generated. You typically won’t need to change these. NoteCustomize Displayed Content With LavaWant your template content to change depending on whether it's viewed as a PDF or in a browser? Use the RenderMedium Lava merge field to control what appears based on the output format—like showing a salutation only in print or hiding links in a PDF. For example: