To create a Custom Report restricted to recurring donations only:

1. Click the Account link located in the top right corner of your GiftTool BackOffice account.
2. Click Custom Report.
3. To create a new report, click Add Custom Report.
4. On page 1:
   • Select a date range for your report by clicking the Date Picker icons.
   • Enter the Report Name.
   • Select the currency of the transactions to be displayed.
   • For GiftTool Services: check "Donations"
   • For Also Include: check whatever you wish to display (e.g. Report header, Tax Receipt numbers, Profile fields, and In Tribute fields). You can always disable these once you have seen the report.
   • Click Next
5. On page 2, determine the columns shown:
   • Try moving all the fields into the “Show Columns”. Once you have seen the report, delete unnecessary columns as required by dragging them back to the "Don't show columns" list.
   • The "Sponsorship Details" column will display the Targeted Giving Program chosen by the donor when making the online donation.
   • The "Activity" or "Activity ID" column will display the Appeal Name or ID number of the appeal form used by the donor when making their online donation.
   • The "Recurring Payment Frequency" column will indicate whether the transaction is a onetime, monthly or quarterly donation.
   • Click Next
6. On page 3:
   

   	Condition	Field	Operator	Value
   	1	Recurring Payment Frequency	equals	Monthly
   	2	Recurring Payment Frequency	equals	Quartely

   • In row 1 - Create a filter to restrict data to Monthly Donations only by typing "Monthly" in the Value (case sensitive).
   • In row 2 - Create a filter to restrict data to One-Time Donations only by typing "Quarterly" in the Value (case sensitive).
   • In the Advanced Filter Logic field, enter "1 OR 2". This ensures that your report shows all transactions for either monthly or quarterly.
7. Click Save & Runto view your report.
   • Review the Excel and determine which columns you do not need. Repeat step 5 to remove unnecessary columns, and rearrange the remaining columns to your liking.
   • Use your computer functions, to print or save a copy of the report.
   • Having difficulty viewing Excel reports?