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.



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.



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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