Donations Trend
- Go to: Reports, then click on “Donations Trend” found in the sidebar under Donor Reports
- Select the desired Export File Format
- Select the desired Paper Size
- Select the Date Range
- Click either the [View Report] button to see it on the screen or the [Export Report] button to export
Donations Meta Trend
- Go to: Reports, then click on “Donations Meta Trend” found in the sidebar under Donor Reports
- Select the Start Date and Number of Months
- Click the [Filter] button
- For this interactive report, you can select components to include in the chart by mousing over the component:
- [+] Add to Chart
- [-] Remove from the Chart
- Click the Chart Options menu icon in the upper right corner to:
- Change Chart Type (Line, Column)
- Download Chart (PDF, JPG, PNG, SVG)
- Click the desired button at the bottom to export your numeric results to either a CSV file or an XLSX file
Tip: You can also click on the [Clear Selections] button to clear your currently selected options and start building your report again.