Year End Giving Report for Donors

Using the Payment Center you can run and download Year End Giving Reports for individual donors. To do so:


Log in and access the Payments Center

Log in to your eCatholic website and select Payments from the product selector in the upper left hand corner to open the Payments Center.


Access the Donor Management tab and locate the donor you would like to run the report for

Next, click Donor Management to view a list of all donors who have initiated a recurring transaction on your site. From here, you can select the individual name or email address of a particular donor. Once you locate your donor copy their name or email address.


Search for that user in the Transactions / Reporting tab

Now, toggle back over to the Transactions / Reporting tab. Add the name or email of the user in question to the search bar.

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. You can also select Status: "Settled" to trim out any declined transactions or recurring charge authorizations that could confuse your donors.

Select the format (PDF of CSV) that you would like to download.

If you choose a 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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