Donations - Report

The Donations report provides a clear overview of all donations received, detailing both the contribution amounts and the customers who made them. This allows users to quickly identify donor activity, track overall donation trends, and link each donation directly to the contributing customer for accurate record‑keeping and follow‑up.

To access the Donations Report, go to Reports > Financials > Donations

Using the date pickers, select the date range you wish to view the donations for.

All of your donations will be listed in the Donations Report, you have the ability to sort, select how many entries to show, or search through them using the Search bar.

The blue text on this page is clickable and will take you directly to the customers profile.

From this page, you can quickly view all key details at a glance, including:

• Date - For the received donation
• Customers Name & Number
• Email Address - Of the customer
• Description - On how the donation was received i.e. customer portal.
• Cost - Of donation made
• Quantity - Will always display 1
• Total - Amount of donation made

At the bottom of the Total column, you’ll see the overall total for the selected date range.

The Search bar lets you quickly look up a customer.

Entries can be sorted using the arrow icons next to the column headers.

To view specific sites in Multi Site mode, using the filter  option and selecting the desired Location from the list that appears top left.

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

For More Information

On how to enable Donations and adding Donation Amounts, view - Donations & Donations Amounts.