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"