Donor Reports

January 2023: the current dashboard release has new graphics and some interface changes. Many screenshots still reflect the older release and will be updated shortly.

To track and analyze donor information, you can use the Active Donor List and other Donor Reports:

  • Donors
  • Active Donors
  • Inactive Donors
  • Donor Summary
  • Donor Donations
  • Donors by Solicitor

The Active Donor List and Active Donor Report show the same information; however, you can change the Active Donor List to show Inactive or All Donors.

Lists and Reports also give you the ability to


Donor List

To access the Active Donor List, select Donors from the Main navigation, and then select All Donors from the Donor Dashboard.

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All examples taken from a demonstration event.

The list of Active Donors will appear.

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A green dot in the ACK? column indicates the donor can be publicly acknowledged.


Donor Reports

To view a Donor Report, select Reports from the main navigation, and then select the title of the Report you would like to see on the DONOR tab.

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Clicking on a report title will generate and display the specific list report.


Reviewed: January 2023