1. On the General tab of the statement, select Statement format of Summary and Detail or Detail Only
2. On the General tab, enter the appropriate transaction cutoff date for the end of the period of time to display.
3. On the Detail tab, mark to summarize transactions
4. Select to summarize as of a specific date, enter the beginning of the period to be displayed in detail (transactions with transaction dates prior to this date will be displayed in a summary line, and those after this date will be displayed in detail.)
5. Preview the Statements.
Connect and collaborate with fellow Blackbaud users.