Reporting Donor Anniversaries

About this feature: The automated Anniversaries feature is calculated from the profiles’ Date Joined; found in the Miscellaneous section of all profiles. The Date Joined is the original date donor profile was created. 

  1. Go to: Reports, then click on “Personal Profile Raw Data” found in the sidebar under General Reports 
  1. Search for the desired profiles to include 
  1. Click on the [Search] button 
  1. Basic Columns: Check the “YearsSinceDonorDateJoined” column from the “Misc Fields” section  
  1. Select any other columns you wish to include in your report 
  1. Select the desired File Format (XLSX, XLS, CSV, TXT) 
  1. Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file 
Updated on June 28, 2021

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