Stock Gain/Loss Report

Note: Don’t see this? Expect its wider release in a future update.

Tip: We're adding report features from database view to web view. To track details, see Reports to Web View.

The Stock Gain/Loss Report provides info about stock gifts. The report includes details about each stock transaction, such as the date the stock was donated, the date of the sale, and the donor's name.

Tip: For more information about options for this report, review Gift Types Tab and Format Tab.