Books > Help Center > Donations > Essentials of Donations > Generating donation reports >  



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.



Was this information helpful?
Yes   No




Search Help Center

Today's Top 10 Articles
  1. How do I register someone for hidden registrant types?
  2. Sample Event - Gala Event
  3. Active and Inactive GiftTool Services
  4. Can we improve a logo that looks a bit fuzzy?
  5. What capabilities does the Event Coordinator have in the BackOffice?
  6. How do I assign Product Managers for order notification or fulfillment?
  7. How do I change a member survey to be included in the registration form?
  8. How do I change a Pledge-a-thon order profile?
  9. Can I embed a donation form widget directly into my website?
  10. CVV2 Security Code