How To Export a Donation Report

You can export donation reports for record-keeping, sharing with your team, or use in other reporting software.

Create or Select a Report – Navigate to the Donations tab and generate the report you need.
Access the Export Feature – On the right-hand side, hover over the Export button.
Choose an Export Format – Select one of the following options:
- Print – Directly print the report.
- Excel Spreadsheet (.xlsx) – Open in Excel for further data analysis.
- CSV File (.csv) – Use for importing into other software.
- PDF File (.pdf) – Download a formatted document.
Download or Open the File – Save or open the report as needed.

Once exported, you can share the report with your administration, board members, or financial team.

Exporting a Donation Report in Giving Just 4 Steps