Generate and send donor reports
Donor reports package fund information—recipients, bulletins, fund snapshots, and
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Go to Stewardship, Donors, Contacts.
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In the Needs Report column, select Yes.
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Select one or more contacts.
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At the bottom of the grid, select Act on Selected, Generate Donor Report.
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Choose which materials to include in the report. If you include a data range, your report only includes materials published within the specified range.
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Select Generate (this process may take several minutes).
Note: You can also generate individual donor reports from Donor Reports tab of a contact record.
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Before you can print donor reports, you have to download them from your site.
To download a single report:
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Go to Stewardship, Donors, Contacts.
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In the Donor Report column, select the date and time value.
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At the top right of your new window, click Download.
Note: You can also download individual donor reports by selecting the value in the Donor Report column or from the Donor Reports tab of a contact record.
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To save time when printing donor reports, download multiple donor reports at the same time.
To download multiple reports simultaneously:
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Go to Stewardship, Donors, Contacts.
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Choose a saved view of your grid or create a new view.
Note: If you try to download a PDF from a filtered list instead of a view, your PDF includes all donor reports currently in your system.
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At the top of the grid, select
(Download PDF).
You’ll receive a notification when your Donor Report is ready for download. If you download a large number of reports, this process may take a while.
Note: If your combined PDF report runs into any issues, you'll receive an email notification.
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Go to Stewardship, Donors, Contacts.
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In the Donor Report column, look for contacts with recently published donor reports.
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Select one or more contacts.
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At the bottom of the grid, select Act on Selected, Email Most Recent Report.
Tip: To quickly see a list of donor contacts needing an emailed report, go to Stewardship, Dashboard. Then, select Contacts to email donor report.
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Occasionally, you'll create (and want to delete) inaccurate donor reports.
To delete a donor report:
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Go to a donor contact's record.
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Go to the Donor Reports tab.
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On a generated report, select Delete.
Note: To make sure donors still have access to old reports, you can't delete reports that have already been emailed.