Year-End Giving: Reporting on Donor-Specific Giving History

These steps will help you efficiently and accurately generate a report to analyze and track your donors' contributions.

Generate donor-specific reports to track certain donors' contributions with ease.

Creating a Custom Report

1. Login to https://gms2.idonate.com
2. Navigate to Reporting
3. Click + New Report
4. Name Your Report
5. Choose the Transaction focus

Filtering by Calendar Year

1. Click + Add Filter and use the following query:
   
   1. Where Created (UTC), greater than or equal, 01/01/xxxx (the previous year)
2. Click + Add Filter and use the following query:
   1. And Created (UTC), less than or equal, 12/31/xxxx (the previous year)
3. Click Save Report
4. Choose your report Visibility from the dropdown and click Save Report

Your organization now has a saved report for all donations in the previous calendar year! For donor-specific reports, continue to the next steps.

Filtering by Donor

1. Click the Customize Report icon
2. Select Filters and click + Add Filter
3. Choose the Email focus from the dropdown and the equals operator
4. Click Enter a value here and paste the donor's email address exactly as it appears (no erroneous spaces!), then click Apply
5. Download your report as CSV or Excel, and you now have a report of one donor's yearly giving!

Tip: use the Columns tab to add/remove columns to your report.