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.
- Click Donations to view the Main Menu of this service.
- From the Reports section, click Reports.
- 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.
- Select a date range for your report by clicking the Date Picker icons.
- Click the Excel icon next to the report type to be viewed.
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