Have you heard the good news?!
The Transactions tab (under Reports in the left navigation pane) is new and improved! Don’t worry, Canned Reports aren’t going away just yet, but check out the new Transactions page for enhanced functionality and custom reporting. Not ready to make the move? Our team revealed all of the new bells and whistles in this feature webinar.
Some reports can be downloaded in the format of an excel or .csv file to allow for easier recording of giving records.
Click “Reports > Canned Reports” to generate an excel/.csv file of a custom report that can be filtered by:
- Donor name
- Giving method (kiosk or text)
- Fund/campaign given
Note: If you do not see the Reports tab on the left panel of the Control Panel, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option!
Scroll to the bottom of the Canned Reports page to find the Custom Report by Date Range. Click on the Custom Report by Date Range link.
This will reload the page to the Custom Report, and allow you to choose what filters should appear on your report!
You can choose the time frame of transactions, and what aspect of the donation to organize the report by (date, name, fund, or giving method). When your filters have been set, click “Search”.
This will pull the donor name, donor address, amount, payment type, date, transaction ID, and fund given of donations that match the search criteria you have specified.
To download this report, click “Create Export”.
This will download an excel/.csv file to your computer of the giving information exported! To open/edit/save the file, view the file in your downloads folder and double-click it. (Ex: In the Chrome browser, downloads appear in the bottom of the browser).