Finding your donor report
There are two places to see who's given to your organization: a real-time list for keeping an eye on things as they come in, and a reports builder for formal exports.
Real-time donations
From your dashboard, select Donations in the left-hand navigation. This shows every gift as it settles, searchable by donor name and sortable by date or amount. Use it when you want to check on giving as it happens, without generating a formal export.
Generating a report
From your dashboard, select Reports in the left-hand navigation. From here you can generate three types of exports:
CSV export
A custom export of every gift in a date range, broken down by donor, campaign, or payment method. This is the format to use if you're pulling data into a spreadsheet or accounting tool.
PDF summary
A clean, printable giving summary showing totals by campaign and top donors. Useful for sharing with your board or leadership team.
Annual giving statements
Per-donor giving statements generated in bulk for every donor who gave during the tax year. Use this when it's time to send out year-end tax receipts.