How to View Your Donations By Fund Type:


Overview: This walkthrough will walk you through how to access a list of your recent donations by fund.


This pages includes the following details listed below and include a "View Receipt" option for additional details pertaining to the transaction.

  • Donor Name
  • Fund Selected
  • Payment Type
  • Transaction Date
  • Transactions ID
  • Amount
  • Frequency


1. While logged into your Admin dashboard select the "Fundraising" module.


2. Next, select the "Reports" option in the drop-down menu.


3. Below reports, select the "Fund Detail" option. This will prompt your Fund Details Report page.


Filter by Date:  You can filter your report by the time period by selecting the box under the "Time Period" title. 


Be sure to select "Apply" once you have selected your timeframe. Then the "Run Report" button to refresh the Fund Detail Report


Filter By Fund: You can filter your report by the fund the donor contributed to by selecting the box under the "Select Funds" title. Once selected select the "Run Report" button to refresh the Fund Detail Report


Important: All donor information has been hidden to protect their privacy and information.