Individual Donor Reports

Summary of Donations 

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 

2. Click on the person’s name from the list that appears 

3. Click on the “Reports” tab 

4. Click on the “Reports” sub-tab 

5. The “Summary” section shows the donor’s “Lifetime Donations”, donations for the current year, and identifies the year they first donated 

Customizable Raw Data Donations Reports 

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 

2. Click on the person’s name from the list that appears 

3. Click on the “Reports” tab 

4. Click on the “Raw Data” sub-tab 

5. Scroll down to the “Donations Raw Data” header 

6. Optional: enter the Donation Date and/or Date Created  

7. Select the Sort order from the dropdown list 

8. Select the desired Export File Format 

9. Click on the header “Columns to include” to select what information to include in your export. By default, we have selected the most common used in an export 

10. Optional: If you typically run a donation export with these column selections, you can make them your defaults for the next time you run this report, by selecting the checkbox 

11. Click either the [View Donations] button to see it on the screen or the [Export Donations] button to export