Generating a Year-End Report

This guide explains how to create a custom report that captures all donations made in a calendar year. You can also apply additional filters — such as donor email — to generate a 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 set the following condition:
   1. Where Created (UTC) is greater than or equal to 01/01/YYYY (replace YYYY with the previous year).
6. Click + Add Filter and set the following condition:
   1. And Created (UTC) is less than or equal to 12/31/YYYY (replace YYYY with 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. Click Download and choose CSV or Excel as the file format.