Fundraising Contributions Report

The Fund Raising 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 Fund Raising via the top navigation bar and select Fund Maintenance.

If you want to download the report for all funds, then don't check any of the boxes next to the fund names. 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 names.

Click on Reports via the top navigation bar and select Fund Raising.

The Fund Raising 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 Fund Raising Report will be downloaded onto your computer as a .xlsx file. We encourage you to format this download as a table so your able to easily sort and filter through your data.