All reports run on the current selection.
Once you have determined the selection of records for reporting, open the Report Manager from the toolbar by clicking Reports and selecting the report you wish to run. Reports can be run as PDF or Excel files and printed, or saved to your computer.
There are eight reports specific to donors.
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Donors by Date and Donation Amount with Name and Donation Totals
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Enter parameters for both Donation Date and Donation Amount for results. |
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Donations and Campaigns |
Enter at least one parameter.
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Donations in Time Period with Campaign and Donation Comments
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Enter at least one parameter. |
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Donations in Time Period with Donation Comments |
Enter at least one parameter.
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Donor Address Labels (Institution) |
No parameters. Reports donors where ‘Donation as Person’ is not checked at donor key info.
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Donor Address Labels (Person) |
Reports donors where ‘Donation as Person’ is checked at donor key info.
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Donors by Name with Donation Totals |
Enter at least one parameter.
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Total Donations |
Enter at least one parameter.
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To determine if a report provides the information that you need, make your selection of donors and run the report to see if it fits your agency needs.