Donation Reporting

Donation SummaryThe new Donation 2.0 system has enhanced reporting. Some of the highlights are:

  • New Graphical Summary
  • Summary of each Charity if multiple charities
  • Segment each level of donation and the number of donations at each level
  • Report of all donations
  • See Manual Donations that were entered when receiving cash or check
  • Quick Edit for each donation to switch fundraiser or how their name is displayed publicly

Donor Edit

CSV DownloadsYou can also download two CSV / Spreadsheet files.  The first one contains all of the detailed info on each donation and donor. The second one tries to match the donation to the registration. This is a bit tricky since there can be multiple people that register in a single transaction and then make a donation – so the donation is aligned with the first person registered in that transaction.

 

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