How to view or download a Donation Report?

How to view or download a Donation Report?

Home Tab

  • Click Dashboard
  • Click the Membership tab
  • Click the Donations icon
  • On the screen, there is a quick overview providing a summary of recent donations overall, by month and category.
          a. You may change the view of the information displayed in chart or a table format.
          b. You may also click the Download image button to download the current image to include it in a report or presentation.

    • Donations Tab

  • Click Dashboard
  • Click the Membership tab
  • Click the Donations icon
  • Click the Donation tab
  • Click Filter by Donation Type button to select a specific Donation or multiple donations.
          Note: Click Clear Filter button to remove all filter selections
  • In the Within field, select a date range
          Note: When a date range is provided, the chart will automatically update.
  • You may change the view of the information being displayed by clicking the buttons for Chart, Summary Table or Detailed Table
  • You may click the Download image button to download the current image to include it in a report or presentation.

    • Donors Tab

  • Click Dashboard
  • Click the Membership tab
  • Click the Donations icon
  • Click the Donors tab
          Note: This view provides an overall view of who has donated.
  • Click the Filter by Donation Type button to select a specific Donation or multiple donations.
          Note: Click the Clear Filter button to remove all filter selections.
  • In the Donated Within field, select a filter option to find recent donations or select Custom to define a specific date range.
  • Click Send Email to bring up an email compose screen.
  • You may use the Search Donors Name search tool to find a specific donor.
  • Click on the row of a specific individual to see more detailed donation information made by the individual.

    • Demographics Tab

  • Click Dashboard
  • Click Membership tab
  • Click Donations icon
  • Click the Demographics tab
          Note: This screen will display demographic type fields defined in your contact profile form that are specific to country, gender or other demographic type breakdown.
  • Click Filter by Donation Type button to select a specific Donation or multiple donations.
          Note: Click Clear Filter button to remove all filter selections
  • In the Within field, select a date range
          Note: When a date range is provided, the charts will automatically update.
  • Click on a chart to see more detailed information about the donors.


      • Related Articles

      • How to create / add a Donation?

        In the E-Commerce module, you may create a donation form to collection donations. Contact X-CD to learn more about the donation form or for setting one up. How to create or add a Donation item Click Dashboard Click the Membership tab Click the ...

      • How do I download Financial Reports?

        Click Dashboard Click your Attendee Module Click Reports button Click the Financials tab There are a variety of financial reports available. Click the Go button beside the report you wish to run. This will download an excel type file to your ...

      • Downloading, Saving and Sharing reports

        How to Download? You may download any system information into an excel file. Note: there are different reports under each different tab heading. Depending on the module(s) you have available, there are many standard downloads available such as: ...

      • How to download the Session Scanning Information

        If you are using the Onsite App, you may access the session scanned data from the Reports screen. Click Dashboard For the event, click the Attendee module Click the Onsite button Click Reports Click Session Scan Data. This will download a report to ...

      • How to Download Company Data

        Click Dashboard Click Companies Module in left-side menu If applicable, use the filter to search for a subset of companies e.g. To find all companies in Canada, select Country from the dropdown list and enter the search criteria Canada Click the ...