Learn how to access donation detail reports. There are many different types of reports to explore. This help guide will cover how to access and create donation detail reports.
Recommended Reading Before You Start
Content
Obtaining a Donation Detail Report
Instructions
Obtaining a Donation Detail Report
1. Navigate to Reports and Select New Report.
2. Select the Donation from the tabs, then select Donation Detail Report.
3. Select Edit Criteria.
4. To specify what the report will run, select search options. For this example we will be looking at all donations over the last 180 days that exceed $500. We will start by selecting Donation Date in the search field, select Equal in the operator, and select custom date choices and Past 180 Days for date.When finished, select Add Criteria.
5. Another Search Group will appear. Select Donation Amount in the search field, Greater & Equal in the operator, and 500 in the last field. When finished, select Load Criteria.
6. You can add or modify columns. For this example, we will leave them as they are.
7. Select Run Report.
8. You can now see the configurations and share or export the report.
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