Exporting Totals by Year

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    Follow these steps to export Donation Transactions with Yearly Totals across (5 years).
 
Follow these steps to export Transactions with Yearly Totals across (5 years).
On the Main Menu, click Reports > Transactions and click New to create a new report.
  1. Name the report: (e.g. "Totals 5 Years").
  2. Check Show Totals Only
  3. Choose Total Columns By "Years"
  4. Click Select Columns
    1. ​Check the Date and Amount fields
      1. Date
      2. Amount
    2. Uncheck Method, Category, Subcategory and other Transaction related fields.
    3. Optionally include other fields related to the Contact such as Email and Phone and  Address.
  5. Criteria Date Range: Choose a 5 year range (e.g. 1/1/2019 - 12/31/2023)
  6. Optionally, limit the results to one more for Transaction Categories.
  7. Click Next
  8. Click Export.
 
Article ID: 3788, , Modified: November 29, 2023 at 10:39 AM

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