Each donor report exports to Excel or PDF, and the two formats look very different. Choose the format that fits how you'll use the output.
Export a Donor Report
- Open Offering.
- In the left navigation menu, select Reports to expand the section.
- Select Donor.
- From the Select a Donor Report dropdown, choose the report.
- Set the report's fields and filters, and select at least one fund.
- Select the Export icon in the upper-right corner.
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Choose Excel or PDF. The message "Report is being generated." appears, and the file downloads when it's ready.
Note: If no contributions match your selections, the file reads "No Data available for the parameters you requested."
Note: For the Tax Receipt report, Excel and PDF appear under Preview and Official in the Export menu. See Generate Tax Receipts.
What Each Format Includes
- Excel: a spreadsheet for your own records or for a third-party mail-merge application. It reflects the fields and filters set on the Donor Reports page and in Configure (gear) → Filters. It doesn't include the Configure → Contents settings, such as Letterhead, Signature, Body of Statement, and Printed Name. The Pledge Statement Report is an exception: its Excel file includes the letter text and printed name.
- PDF: a letter-format file that uses all fields and settings, including the Configure → Contents settings.
Note: ParishSOFT Support can help you generate the file. For help with a third-party mail-merge application, contact that application's developer.
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