Monthly reports - detail

Anne-RTPA
New Community Member

I am looking to produce a monthly report that has the donator, amount of donation and donator comments on it to sort out what the donations are for efficiently.    Is this possible.. and if so ...how?

 

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1 REPLY 1

Snow-Cat
Advisor
Advisor

One option would be to download or export your Transaction History, here's how"

* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under the Format drop down - Select "CSV"
* Click "Create Report"
* When the report is completed - click "Download"


What this process does is export your history to a CSV file, you can then use an app like Excel to sort, view, create and print your own reports.

 

What you won't see is any donator comments unless you're already collecting that info using a field name that is included in the Report details.   For example, you're using the "item_name" variable value to store what donation is for, then that info would be included in the exported data.

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