cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do I create a 2019 charitable contribution summary report?

 
1 Comment
Highlighted
Moderator

How do I create a 2019 charitable contribution summary report?

Hi there, @mtglicmall890.

 

You can run the Sales by Donor Summary report and customize it to get the summary of contributions in 2019. I'd be happy to walk you through how: 

 

  1. Click Reports on the left panel.
  2. Type and select Sales by Donor Summary on the search box.
  3. From the Report Period drop-down, select Last Year.
  4. Select Run Report.

After that, you can click on Save Customization. This way, any changes made will be saved and can be seen in the Custom Reports tab.

 

For more information on how to customize, manage, and share custom reports, as well as for tracking funds and in-kind donations, refer to the following articles: 

 

 Please don't hesitate to let me know if I can be of further assistance. I'd be delighted to be your guide once again. 

 

Need to get in touch?

Contact us