How to Review and Generate Donor Reports

1. Navigate to the Reports Menu
Go to:
Stewardship & Donor Management → Reports → Stewardship Reports

2. Choose Your Report Type

• Reports with “(All by Code/Household)” – Run for every fund or household at once.

• Reports without “All by” – Run for a single fund only.

Available Donor Reports:

• Donor Report – Standard donor report for a single fund.

• Donor Report (All by Code) – Standard donor report for all funds.

• Donor Report (All by Household) – Lists donors grouped by household.

• Endowment Report – Endowment giving detail for a single fund.

• Endowment Report (All by Code) – Endowment giving detail for all funds.

• Stewardship Summary – Summary of stewardship activity for a single fund.

• Stewardship Summary (All by Code) – Summary of stewardship activity for all funds.

• Stewardship Summary Graph – Visual graph of stewardship activity.

• Donor Executive Summary – High-level donor summary for a single fund.

• Donor Executive Summary (All by Code) – High-level donor summary for all funds.

3. Set Your Filters
Select your desired:

• Fund(s) or household(s)

• Date range

• Detail vs Summary / Version

• Any other applicable filters

4. Run and Output the Report

• Click Next to generate results.

• Once generated, you can:

  • Print directly from your web browser

  • Save as a PDF

  • Send to your printer