There are several reports available in the Donations feature. These reports allow you to export the results of a search (or all results) in the form of an easy-to-read Excel file.
To create a report, simply click the Export button, then retrieve the file from the Reports submenu of the application.
Although rare, in some cases it may take several minutes to generate a report, depending on the information contained in the file. To help you wait, you'll automatically receive an email when the report is ready.
Here's a list of available reports and where to generate them:
Reports of the Donations application
| Report Name | Description | Where to generate the report |
|---|---|---|
| Donor list | Exports your campaign donors information. Custom donor fields are included in the report. |
In the Donors submenu, above the list of donors. |
| Campaign List | Exports your campaigns information. | In the Campaigns menu, above the list of campaigns. |
| Donation List | Exports the donation details of all campaigns. Only the native fields of the campaigns will be in the export. | In the Campaigns menu, above the list of campaigns. |
| Donation receipts List | Exports the receipt information of all your campaigns: campaign name, receipt number, amount, donation date, donor name and status. | In the Donation receipts menu, above the list of receipts. |
| Single Campaign Donation List | Exports the donation details of the campaign. Custom campaign fields are included in the report. | In the Campaign Details menu, above the list of donations. |
| Single Campaign Receipt List | Exports campaign receipt information: campaign name, receipt number, amount, donation date, donor name and status. | In the details of a campaign, above the list of receipts. |
| Particpant List | Exports information about participants in your P2P campaigns. | In the Campaigns menu, above the list of campaigns. |
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