Running Customizable Raw Data Donations Reports

Go to: Reports, then click on “Donations Raw Data” found in the sidebar under Donor Reports
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
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)
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
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
Click either the [View Donations] button to see it on the screen or the [Export Donations] button to export

Updated on February 15, 2024