Donations Received Summary Report

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The Donations Received Summary report is an excellent report for Summarizing totals of what donations have come up during a specific time-period, or for a specific filter (for an event listed as an appeal code, or all donations that went in to a particular fund).

View the Report on-screen or Export to Excel.

 

Saved Reports

Use the Report Settings box in the top right to Save the criteria of this report so you can revisit later.

For example, if you want to build a Monthly report of all donations, change the date-range to a Custom date range (such as Last 30 days, or Last Month).

Choose your filter options.

In the Report Settings box, type “Monthly Donations” next to the Save button, then click Save.

Now you can Load that report at a later date.

Saved reports are accessible for That User only.

Go to the Save Reports page.

Email Reports

Once a report has been saved, you can Schedule Email report using now visible Green button at the Report Settings.

Type in the name to email to, Frequency, and Date Range (such as the 2nd day of the month through the end of the year).

Excel Files of the report will be emailed.

Go to the Email Reports page. 

Last Updated On July 27, 2018