Year End Giving Report for Donors

Do you need to print out a report for your recurring donors at the end of the year?  


Those reports are available to you in the Payments Center:

1
 Go to the Payments Center on your website and select the  Donor Management tab. This will give you a list of all recurring donors.  

2
   From here, you can select the individual name or email address of a particular donor.  Highlight, copy and paste that name into the search bar of the Transactions/Reporting tab: 

PRO TIP: Be sure to adjust the Date Range and select the specific account/subaccount for tax deductible donations. Not all transactions that are processed online are tax deductible.
3
 Select the format (PDF or CSV file) you would like to download:

If you choose CSV file, you can format it as needed (delete many of the columns you don't need) and print on parish letterhead.  The PDF version should be ready to print and send.  

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