Generate Donation Reports

This page covers on how you can generate different donation reports.

Donation by Category

1
Click on the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”. Click on “Manage Donations” link.
3
Click “Reports” (highlighted in Blue) on the upper left side and click “Donations by Category”.
4
In the pop-up window select the Fund that should be used to filter the data in the report.
5
Make sure your pop-up blocker is disabled then click “Generate Report’.
6
You will be directed to a new tab that shows the report generated, choose the file format needed and it will be downloaded. A print option is also available.

1
Click on the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”. Click on the “Manage Donations” link.
3
Click “Reports” (highlighted in Blue) on the upper left side and click “Batches by Deposit”.
4
In the pop-up window fill in the minimum and maximum amount and the date contributed (start date and end date).
5
Make sure your pop-up blocker is disabled then click “Generate Report’.
6
You will be directed to a new tab that shows the report generated, choose the file format needed and it will be downloaded, print option is also available.

1
Click on the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”. Click on the “Manage Donations” link.
3
Click “Reports” (highlighted in Blue) on the upper left side and click “Online Bank Deposits”
4
You will be directed to a new tab that shows the report generated, choose the file format needed and it will be downloaded, print option is also available.

1
Click on the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”. Click on the “Manage Donations” link.
3
Click “Reports” (highlighted in Blue) on the upper left side and click “Contribution Reports”.
4
Select the groups or contacts to generate contribution letters for, select a contribution year, the categories to include, and the desired format, and click on the Generate Contribution Report button.
5
In the pop-up window, select the generated report and click “Download”.
5
You will be directed to a new tab that shows the report generated, you can print the report or download it.