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"Pick and Choose Reporting" - How to download your donation and registration reports

With "Pick and Choose Reporting" you have the ability to choose which fields are displayed when generating a Donation or Registration report. Administrators may also save a customized version of the Registration Details or Donations Details reports for future use.

Step One: Select the report you wish to run from the Reports tab

Please note: This functionality is currently only available for the Donation Details and Registration Details reports.

 

 

Step 2: Set your basic report settings

 

 

Step 3: Drag the desired report criteria from the "Available Columns" table into the "Selected Columns"

 

Step 4: Click Generate Report

Tip: Click "save customization before generating the report to save your selected columns for future use. 

 

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