Donations Received Summary Report

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The Donations Received Summary report is an excellent report for Summarizing totals of what donations have come up during a specific time-period, or for a specific filter (for an event listed as an appeal code, or all donations that went in to a particular fund).

View the Report on-screen, Export to PDF or Export to Excel.

Enter your Date Range or choose a “Custom” date range. 

Filter on specific Contact Types to be included. 

Filter on Donation criteria to include. 

Select your sort order. 

Select you output: Viewer on Screen, Export to PDF to save to your computer, or export an Excel version of the report to include address and additional contact information. 

Donations Received report (for detail list of all donations)

More on how (and why) to Save Reports

More on Emailing Reports page 

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