Learn how to obtain a donation detail report for the prior year. This help guide will cover how to obtain a donation detail report for the prior year.
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Content
Running a Donation Detail Report
Instructions
Running a Donation Detail Report
1. Navigate to Reports and Select New Report.
2. Select Donation from the tabs, then select Donation Detail Report.
3. Select Edit Criteria.
4. Select Donation Date in the search field and select Advanced in the operator. Another operator field will appear. Select Greater & Equal. In the value field, select January 1st of the prior year. Select Add Advanced Criterion.
5. In the operator field select Less & Equal. In the value field select December 31st of the prior year. When finished, select Load Criteria.
6. Select Edit Columns to add or modify columns. We will keep the default columns for this example.
7. Select Run Report.
8. You can now see the configurations and share or export the report.
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