- Open “Contributions”.
- The first tab reveals a data grid of all giving transactions. A transaction is the total amount given, and every transaction has at least one designation but can also have many designations.
- The second tab reveals a data grid of all “Campaign” designations. This tab helps you see a granular view of what is being given to, one designation at a time.
- In either grid, use the Menu/Search bar on the left to filter the data set as desired. Don’t forget you can also add/remove data columns and drag and drop the columns to be presented in your desired order.
- If desired, click the “Export as CSV” button at the bottom.
Modified on Tue, 19 Sep, 2023 at 1:48 PM
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