To run the Company Matching Report

  1. Click Data Management on the top-level navigation bar and then select Reports from the drop-down list to open the Report Selection page.

  2. Click the plus sign (+) beside the Donation Classic Reports folder to display the contents of the folder.

  3. Click the link for the Company Matching Report.

  4. On the Report Configuration screen that opens, choose a Date Range for this report. Choices include:

    • Predefined Date Range (such as All Dates, This Month, This Calendar Year, etc.)

    • Custom Date Range (choose exact dates from the date menus provided)

  5. Provide a Label for this report to help you identify it at a later time.

  6. Click Submit Report. The system will display the Report Results List with Queued as the Status of the report.

  7. Click Refresh to update the Status of the report.

  8. When the Status indicates that the report has been Completed, click one of the following icons beside the report:

    (View) icon to display the report on your computer. You can save or print the report from the displayed view or add the results to a Group. You can also click the Add to My Reports link, provide a brief Description, and click Save if you would like to add this report -- with this configuration -- to the My Reports folder.

    (Print) icon to print the report via your standard Print application.

    (Download) icon to download the file to your local computer or shared network resource.

    (Trashcan) icon to delete the report if you no longer need it.