On a donation campaign's Reports tab, update and download the Donations or Fundraisers report as a CSV file, for example to reissue a tax receipt or to send to the charity for an audit.
Applies to Enterprise
- Each campaign has two reports. Donations summarizes every donation to the campaign: the donor, the amount, the time, and the transaction and tax receipts. Fundraisers summarizes every fundraiser for the campaign, with more profile details.
- Select Update before you download. Updating brings the report up to the latest transactions. A large report can take a minute or two, and you’re emailed when it’s ready.
- Official donation receipts are issued by the charity. Where they’re set up, Uplifter generates each one and emails it to the donor separately from the transaction receipt.
- On Safari on a Mac, right-click Download and choose Download Linked File. Otherwise Safari opens the report as text in the browser.
On a donation campaign’s Reports tab, update and download the Donations or Fundraisers report as a CSV file, for example to reissue a tax receipt or to send to the charity for an audit.
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Open the campaign
On the Admin Dashboard, select Fundraisers → Donation Campaigns and select the campaign.
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Open Reports
Select the Reports tab. Fundraising Reports lists Donations and Fundraisers.
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Update the report
Select Update on the report’s row. When it’s ready, the time it last updated shows on the row.
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Download it
Select Download and open the CSV file in Excel or Google Sheets.
For receipts on ordinary orders, see Find, resend or download an order receipt or invoice.