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  5. Running Customizable Raw Data Donations Reports

Running Customizable Raw Data Donations Reports

  1. Go to: Reports, then click on “Donations Raw Data” found in the sidebar under Donor Reports
  2. Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
    • Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 
  3. Select the desired Report Settings:
    • Donation Date (from/to date range when the donation was made
    • Date Created (from/to date range when the donation was entered
    • Sort (donation date ascending/descending, donation amount ascending/descending, donor name) 
    • Export File format (XLSX, XLS, CSV, TXT) 
  4. Select the desired Columns to Include:
    • Basic Fields: information about the donation 
    • Audit Fields: information about when the donation was created and by whom 
    • Data Link Fields: information about the donation needed to link data in this export with a donor profile export 
  5. Optional: Click [Save This Report], to name and save your report for future use
    • Name the search (200 characters maximum) 
    • Optional: Enter a Description 
    • Click the [Save] button 
  6. Click either the [View Donations] button to see it on the screen or the [Export Donations] button to export 
    Updated on February 15, 2024

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