How do I download a report?

Reports are super useful for keeping on top of your donations.

From the "Donations List" of the "My Donations" section of your account, you can filter donations by date or type and click "Download Report" to view the results on an excel document.

Your "Income Report" and "Marketing Report" are also available from the ‘Reports’ section in the "My Donations" page of your account. You can choose a time period for your income report, or filter by payment reference.

If you’re new to financial spreadsheets or are just confused by what all the numbers mean, you can download a guide to help you with your report from the "Fundraising Toolkit", or feel free to get in touch with our Help Desk.


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