How to create a donations report with fundraiser details
In this article we'll show you the steps to create a donations report.
- Go to Account Settings > Reports
- Click on the "Add New Report" Button
- Choose your dates (Report Builder is built to help you run large date ranges)
- Select Donations Report Type
- Choose the Donation columns you want to include in your report
- Choose which Fundraiser Columns to append to the Donation Columns
- Enter your email address
- Click Email report and you will receive an email when your report is ready
- You will also be able to download the report directly by clicking the timestamp label under the email report field where it says "Past reports"