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Export reports

Download CSVs for donations, donors, tax year-end, dedications, and failures.

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Written by Antonio Ryckman

Go to Reports. Each card is a different export. Set the date range and campaign (where offered), then download CSV. Files open in Excel or Google Sheets (UTF-8 with a BOM so names display correctly).

Report

What’s in it

Donations (transaction list)

Gift-level rows with amount, status, donor, campaign

Revenue summary

Totals for a chosen range

Campaign performance

Raised and donor counts by campaign

Donor list

Supporters and giving totals

Tax / year-end summary

Year-end style donor totals

Dedications

Dedication text and related gift data

Failed / pending donations

Gifts that did not complete

If a download looks empty, widen the date range and set status to all where the report allows it.

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