Using Cloud Reports
To view detailed information about your account activity or contributions to your accounts, select Reports from the green menu bar on the left of the screen.
For more information about Say Thanks,
click here.
Account Activity
Click the Account Activity tile. If you have more than one Office set up for your organization, select it from the "Office" dropdown.
Select a start date under "Donations From:" and select an end date under "To:" Then select the Accounts to include in your report.
Then click "Find" to populate the Subtotals by Account, Subtotals by Donor, and Details section of the report. You can also opt to export your report to a .csv file; select this option if you need donor addresses.
Donor Manager Export and TNT Connect Export apply only to users using missionary management formats for Donor Manager and TNT Connect.
You can also mark donors as having been thanked.
Monthly Contribution Totals
As with the Account Activity report, if you have more than one Office set up for your organization, select it from the "Office" dropdown.
Select a start date under "Donations From:" and select an end date under "To:" Then select the Accounts to include in your report. Then click "Run."
This report can also be exported. Use the dropdown to select for export format and click "Export."
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