How to Generate a Report for a Specific Designation

Deborah Adams -

To generate a report to see a list of donors for a specific designation, click on the Designations tab. Then, click to highlight the designation and then click on Transactions.

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On the next screen, enter the Start Date and End Date of the report you would like and then click on Search. This will give you a list of donors that gave to this designation in the date range your specified.

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On the same screen, click on Download at the right-hand side of the page to export this information into a CSV spreadsheet.

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