This article will guide you through creating a financial report that includes only fundraising transactions.
Accessing Revenue Reports
1. Log in to your Member365 Administrator Dashboard.
2. From the top bar, click ‘Financial‘.
3. Click ‘Reports‘.
4. Click ‘Revenue Reports‘.
Generating a Fundraising Report
5. Select a start and end date corresponding to the desired reporting period, select ‘Fundraising’ from the ‘Revenue Type’ drop-down menu, then click ‘Generate Report‘.
6. Depending on your browser settings, you will either automatically download or be asked to download an Excel spreadsheet. This file will include all transactions within the date range that have been categorized as fundraising transactions (i.e. donations).
Congratulations, you have created a fundraising-specific revenue report!