Year End Giving Report for Donors
While donors who have set up a username and password can log in to their account and download yearly giving reports themselves, you can also do this for individual donors in the Payments Center. To do so:
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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.
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Access the Donor Management tab and locate the donor you would like to run the report for
Next, click Donor Management to view your list of donors. From here, you can click the Details icon for the particular donor you'd like to export a report for.
PRO TIP: Click on the "Email" column in your donor list to sort donors by email - some donors may have duplicate records if they used a different name for any of their donations. You can easily identify the duplicates by comparing email address, and transfer recurring donations to the correct donor in order to consolidate.
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Export a CSV or PDF report
Scroll down through the donor details until you come to their Transaction History. Filter to the desired year, then click the export button for your desired format. 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.
