The Goal: Find and open the reports available for managing and analyzing your Fundraisers.
Before You Begin:
- You need access to the Revenue area, with permission to view Fundraising data.
- At least one Fundraiser should be set up so the reports return data.
Step-by-Step Instructions
Several reports are available for managing and analyzing your Fundraisers.
- Go to Revenue, click Fundraising.
- Open the report you need from the list below:
Common Pitfalls
- Using a Legacy report by mistake: The Recurring Donation Report and Fundraising History by Donor are labeled (Legacy). If your data looks incomplete, confirm you opened the current report rather than its legacy counterpart.