How to Save a Report
Navigate to the Reports page. You can customize your report by Donor Last Name, Donor ID, Date, and Minimum/Maximum Value Amount. Click “Filter Report” once your report data is selected. Then, click “Save Report” to name and save the report.
How to Open and View a Saved Report
To open a saved report, go to your Dashboard. In the bottom portion of your Dashboard, you will see Saved Reports. These are reports that you have previously saved. To open one, click on the designated box for the report. The saved report will open for you to view.
When viewing a report, note that not all the available data are viewable in the table in your portal. There are other columns of information available in the data export.
Using Report Filters
There are many options for filtering reports. This will allow you to see data for a selected donor, time frame, amount range, or donation ID.
Once you are on the Reports page, under Create a Donation Report, you will see several text boxes. These are the available customizations for reports.
|Search by Donor Last Name||Allows you to pull a report on a single donor name.|
|Search by Donation ID||Allows you to view data on a specific donation ID.|
Allows you to enter a range of dates you would like to view data from.
If you would like to view a single date, simply enter the date in both boxes. The format must be mm/dd/yyyy for this filter for work.
|Min Value $/Max Value $||
Allows you to enter a dollar amount range you would like to view data for.
To view data for a single dollar amount, simply enter the dollar value in both boxes.
Once you have entered your selected data, click “Filter Report.” You do not have to enter all data to filter a report. For example, if you only wish to see donations for a Donor Last Name, you can simply enter the last name and click “Filter Report.” You would not need to enter information in the Search by Donation ID, From, To, Min Value $ or Max Value $ boxes.
To save a report, click “Save Report” once you have filtered your information.
How to Export a Report
To export your donation data, go to the Reports page. From here, you can use the customizations to filter the report however you like. Once you have chosen what information you want to export, click the button on the far right that says “Export Data.”