CNFS Offering - Reports: How to Export a Contribution List to an Excel File

How to Export a Contribution List to an Excel File


To export a contribution list, you must have View and Add/Edit access rights for Contributions assigned to your login credentials. Access rights are assigned in the Administration module. Access to this module is restricted to organization administrators only.

  1. If you manage several organizations, select the desired organization from the Organization list.

  2. Click  to display the Contribution List page:

  1. Do one of the following:

  • If you want to export a list of consisting of specific contributions, select one or more of the column filters to create the desired group. Or, individually select the desired contributions from the list.

  • If you want to export a list of all of your organization's pledges, make sure that all of the column filters are cleared.

  1. Click this toolbar button: .

  1. Follow the prompts to save or open the file.

 

Related Topics

About the Contribution List Page

 

 

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