To generate data exports, click Organization > Data Export. NOTE: if you do not see the Data Export option under the Organization tab in your control panel, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.
You will then have the option to choose the data export from the Select Profile drop down based on the database you are using. For example, if you are using ACS for your database, you would choose ACS from the drop down:
Choosing a data profile displays the data formula that will be used for that specific export. After you have chosen the export profile needed, choose the (1) Transaction Type and the (2) Start and End Date of the export data you would like to generate, and then click (3) Export Data to export the giving data into the file format you have chosen.
This will export the data and download as a excel/.csv file to your computer. To open/edit/save the file, view the file in your downloads folder and double click it. In the Chrome browser, for example, downloads appear in the bottom of the browser.