LII Contributions - Reports: Export Contribution History

This Help Article walks you through exporting your Contribution History for any time span.

  1. Click Contributions
  2. Click Donor Lists
  3. Select Transactions by Date (Export) 
  4. Enter the date span at the bottom right under History Date Range and click Next
  5. Choose the Funds whose transactions you want to export
  6. Click Next until you get to the Output Destination screen and use either Microsoft Excel 5.0 or greater OR Delimited with Comma (which is CSV). Click Print.

If you are not Hosted, but instead the software resides on your local computer or server, you will be prompted to enter a file name. The Default storage location for this file is \Logoswin\app\export where 'app' is the Logos Application from which you are running the report (GL, Logos, Scheduler). However, you may browse to any location to save your file.

If you are Hosted, you will be required to save your report to your C:\Temp folder. You may enter the file name of your choice in the File Name field. Then, click Save. The reason you see the M next to Local Dir: is that the Hosted Server has it's own C Drive and must call your local C drive by a different name. When you are on our server, your local drive is called M. When you are accessing the data from your own computer, you will find it in your C drive.

 

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