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How do I view Donation reports?

Choose a report type and date range for the donation information you want to analyze. Generated reports are shown on screen.

  1. Click Donations to view the Main Menu of this service.
  2. From the Reports section, click Reports.
  3. Select the Activity Type from the drop down menu. For example, select "All" to view a report across all donation appeals, events and membership forms. Or restrict the data to a specific donation appeal form, event, or membership form.
  4. Select a date range for your report by clicking the Date Picker icons.
  5. Click the Excel icon next to the report type to be viewed.



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