Based on the information you want to download, there are several different ways to generate a donation report:
- If you want a report of all donations to a specific campaign: Go to the Campaigns tab on your Administrator Dashboard and click on the "Reports" button in the table for the appropriate campaign. You can click "View Donation Report" for easy access to aggregate donation statistics and a list of gifts made to the campaign, or click "Donation Report" to download a CSV with all of these gifts and their donation details.
- If you want a report of all donations made via the 'Make a Gift' button on your landing page: Go to the Standalone Giving Form tab on your Administrator Dashboard and click on the "Donation" button within the Report column at the top of the page.
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If you want a report of all donations (across all campaigns or giving forms and those made via the 'Make a Gift' button) for a specific date range: Go to the Reporting tab on your Administrator Dashboard, select your desired date range, and click the "Download Donation Report" button.
- You can also now download reports for a specific time range by choosing not only the dates, but the times of day, you want to filter for.
- If you want to download recurring gift reports: Go to the Reporting tab on your Administrator Dashboard, click on the Recurring Donations section on the left-hand side bar, select your desired date and time range for either the Installment Report or the Subscription Report, and click the "Download Donation Report" button. For more information on recurring gift reports, check out our Recurring Gifts 101 resource!
- If you want to download a report of offline gifts: Go to the Offline Gifts section of your Social Fundraising campaign > Download Offline Gifts Report.
- If you want to download a report of online and offline matches/challenges: Go to Online Giving > Reporting > Advocacy > Scroll down to Matches and Challenges and download the CSV. Once you receive the report, you can filter by campaign and whether the match/challenge was added online or offline.