Summary of Donations
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- Click on the “Reports” tab
- Click on the “Reports” sub-tab
- 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
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- Click on the “Reports” tab
- Click on the “Raw Data” sub-tab
- Scroll down to the “Donations Raw Data” header
- Optional: enter the Donation Date and/or Date Created
- Select the Sort order from the dropdown list
- Select the desired Export File Format
- 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
- 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
- Click either the [View Donations] button to see it on the screen or the [Export Donations] button to export