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Generate Donation Reports

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

On This Page

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, print option is also available.

Batches by Deposit

  • 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.

Online Bank Deposits

  • 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.

Contribution Report

  • 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 contributions letters for, and select a contribution year and the categories to include, and the desired format and click on the Generate Contribution Report button.
  • 5
    In the pop-up window, select the report that was generated 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.