You can quickly generate your fundraising reports without having to go through the query builder. This can be useful if you are more interested in an overview, rather than particular pages.
Go to Data & Reports > Finance Reports. These types of reports will focus on a particular time period, and will be run as a job. Once the report has been completed the job will be available to download from the Job Monitor.
To start, choose the time period you would like to generate the report for:
Before you generate your report, you may also wish to select the type of transaction you are interested in, as well as which transaction status that is most relevant for your purpose. You may also select to include additional supporter details via Export Group.
Credit card single transactions
Credit card recurring transactions
Bank payments single transactions
Bank payments recurring transactions
Peer to peer transactions
Select transaction status
Successful transactions including refunds
Successful transactions excluding refunds
Once your selection has been made, simply click .
Before the software starts generating the report, you will be given the opportunity to confirm the criteria you have selected:
If you spot any errors, simply click ‘Cancel’ to return to the selection screen. Otherwise ‘Confirm’.
If everything goes well, you should see a notification stating that: