Reporting Donor Birthdays

About this feature: The automated Birthday features are calculated from the birthdates provided in the Contact Information section of the profiles. The software will only be able to utilize information that has been entered into this field. 

  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 “Birthday” 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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