How to Create a Donor List Report

The Donor List report is a comprehensive report that provides a list of donors and the amounts pledged or given to a specific fund. For each donor listed in the report, the following details are provided:

Family name and address
Amount pledged and paid
Balance owed on pledges made to the fund

The Donor List report shows pledge data contained in closed batches only. This requirement creates safeguards to help protect users’ financial data. It also helps ensure that data processing staff follow proper procedures and exercise strong internal controls by closing a batch after it is reconciled with the accounting system and with the bank statement.

On the Offering page, you can open the Pledge Reports page by selecting Pledge in the Reports group in the navigation bar menu or by clicking the Pledge link at the bottom of the Reports card.

Open the Pledge Reports page.
In the Fund dropdown list, select the fund for which you want to generate a list of donors.
In the Report dropdown list, select the Donor List option.
Set up the report. For descriptions of the options used to set up a Donor List report, go to Setup Options for the Donor List Report.
To generate a report, click this button in the upper-right corner: . Then, select the desired format for the report:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. Choose this option if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the .xls version and is a more suitable option when you need a document that is easily read.
After you submit a report for processing, the system estimates the time it takes to generate the report. For information on how the system handles report processing, go to How the System Handles Long-Running Reports.
Follow your browser's instructions for opening the downloaded report.