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How do I export my reports?

You can export any summary or report in Excel, XML, and CSV formats. To do this, click the icon of the format you'd like your report in, then follow the steps to download your data. These icons are located on the right above the blue grid.

Excel

Microsoft Excel: If you need to manipulate your reports using advanced features, you should export your data directly to Excel. You'll find this format useful for sending out mailings, formatting your reports for printing, and using advanced features such as pivot tables to analyze your activity.

CSV

Comma-separated values: This file format can be read in most spreadsheet applications or text editors. This format has become a standard throughout the industry, making it ideal for importing your FirstGiving data into many donor management systems, such as Raiser’s Edge, eTapestry, and Donor Perfect. Virtually all database systems allow you to import CSV-formatted data.

 

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