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 tabClick Filter by Donation Type button to select a specific Donation or multiple donations.
Note: Click Clear Filter button to remove all filter selectionsIn 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 TableYou 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 selectionsIn 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.
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