Fundraising Contributions Report

The Fundraising report produces an Excel file with a "Summary" and "Details" sheet. Users can select all funds or particular funds from the Funds Maintenance list, enter a date range, then choose Group by Fund or Group by Family.

Click on Funds via the top navigation bar and select Fund Maintenance.

If you want to download the report for all funds, then check the box next to the Fund Description heading. If you only want to download the report for one or a select number of funds, then check the box(es) next to the appropriate fund name(s).

Select the Fund(s) you want to include in the report, then click the Fundraising button.

The Fundraising pop-up will appear. Select the criteria you want to generate this download for, then click Print.

Date: Select the From and To dates that you want to search on
Group Selection: This field allows you to Group by Family or Group by Fund. This selection will only affect how the first page of the download—the Summary tab—is displayed. Group by Family will display a list of families and their total contribution amount during the specified date range. Group by Fund will display a list of funds and their total contribution amount during the specified date range.
Batch: This allows you to search on and generate this report for a specific Batch ID.
Select Contributions.

The Fundraising Report will be downloaded onto your computer as a .xlsx file. The Summary tab of the report will show total contribution amounts for the specified date range based on your selection of "Group by Family" or "Group by Fund." The Details tab of the report breaks down each contribution. We encourage you to format this download as a table so your able to easily sort and filter through your data.

Summary tab (in a report grouped by family)