[Donor Management System] Saving and Exporting Reports

Reports can be customized using specific Filters or Columns that are most important to you.

Once you have your desired filters and columns in place, you can


Saving Custom Reports

1. Go to the Reports Tab

2. On the next page, you will see a list of our Standard Reports, organized by the following sections:

3. Select the Report Section to view the expanded list of Report options

4. Select the Report you want to customize

5. Apply any desired Columns or Filters and Generate the Report.

6. Press the Actions menu and then Save a Copy

7. Create a Report Title, then press Continue to save it. 

8. Your Custom Report will be saved in your Reports Tab, under its designated Report Section


Deleting Custom Reports

From the Reports Tab

1. Go to the Reports Tab

2. On the next page, you will see a list of our Standard Reports, organized by the following sections:

3. Select the Report Section to view the expanded list of Report options

4. Select More on the right side of the specific Report you want to export

5. Select Delete report at the bottom

Note: when selecting your preferred option, you have to click on the name of the option itself for it to load.


From the Report Details page

1. Go to the Reports Tab

2. On the next page, you will see a list of our Standard Reports, organized by the following sections:

3. Select the Report Section to view the expanded list of Report options

4. Select View Results on the right side of the specific Custom Report you want to delete

5. On the Reports Details page select the Actions menu

6. Select Delete report


Exporting Reports

From the Reports Tab

1. Go to the Reports Tab

2. On the next page, you will see a list of our Standard Reports, organized by the following sections:

3. Select the Report Section to view the expanded list of Report options

4. Select More on the right side of the specific Report you want to export

5. Select your preferred option

  • Save a Copy: save a copy of the Report to your DMS.
  • View as pdf: download the Report as a PDF file.
  • Print report: print the Report via your web browser’s settings.
  • Export to csv: download the Report as a .csv (can be opened with Excel, Google Sheets, etc.)

Note: when selecting your preferred option, you have to click on the name of the option itself for it to load.


From the Report Details page

1. Go to the Reports Tab

2. On the next page, you will see a list of our Standard Reports, organized by the following sections:

3. Select the Report Section to view the expanded list of Report options

4. Select View Results on the right side of the specific Report you want to export

5. On the Reports Details page, after filtering the Report to your choosing and selecting Refresh Results, scroll down the page and select the Actions menu

 

6. Select your preferred option:

  • Print Report: print the Report via your web browser’s settings.
  • Export as CSV: download the Report as a .csv (can be opened with Excel, Google Sheets, etc.

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