How do I export a contribution by fund report to Excel?
(1) Click Organization > (2) Data Export
Select the profile you would like, the Organization ID if necessary, then the dates, and (3) click Export Data:
(1) Highlight all of the columns with data. (2) Click Format as Table (3) Select a table style then click OK
(1) Click the arrow in the column with fund names (2) select the fund you'd like to view transactions for and then (3) click OK