Generating a Year-End Report

This guide walks you through creating a custom report to capture all donations made in a calendar year. You can also apply additional filters, such as donor email, to generate giving history for individual donors.

Creating a Custom Report

1. Navigate to Reporting.
2. Click + New Report.
3. Name Your Report.
4. Choose the Transaction focus.
5. Click + Add Filter and use the following query:
   
   1. Where Created (UTC), greater than or equal, 01/01/xxxx (the previous year).
6. Click + Add Filter and use the following query:
   1. And Created (UTC), less than or equal, 12/31/xxxx (the previous year).
7. Click Save Report.
8. 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.

(Optional) Filter by Donor

To narrow the report to a specific donor’s giving history:

1. Click the Customize Report icon.
2. Select Filters and click + Add Filter.
3. Choose the Email field from the drop-down menu and the equals operator.
4. In the input field, paste the donor's email address exactly as it appears (no erroneous spaces), then click Apply.
5. Download your report as CSV or Excel.