[My Charity Account] Data Download

In this section, download comprehensive donation reports (as .CSV files) for any date range. You can then view them in a spreadsheet program (i.e., Excel or Google Sheets) or upload them into your donor management software.

 

1. Login to your Charity Account. Click on the ‘Donation Reports’ tab and then on ‘Data Download’.

2. Enter the date range for which you want to view donations and click the ‘Download’ button.

NOTE: The date must be in (dd/mm/yyyy) format.

 

3. Save the file to your computer.

TIP: Add “.csv” as the file extension to save it as a comma separated value file.

4. Open the file in Excel or another spreadsheet program.

TIP: If you don’t have a spreadsheet program, you can use Excel Viewer which is available from Microsoft for free.

 

NOTE: To upload this report into your donor management system, make sure you convert the data into a format accepted by your donor management software, but most accept .csv format. Contact your software vendor for the format required if this doesn’t work.

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