IO Contributions - List: How to print a list of contributions for a date range

How to print a list of contributions for a date range

  1. Go to the Contributions page.
    • Using the Navigator Bar, select Contributions.
      -or-
    • Using the Contributions Card, select from Today, Week, Month, or Year
      Nav_to_Contributions_with_each_option_selected_on_card.png
  2. Use the filter panel to narrow down the list of contributions you would like on your list.  You may limit the results to a date range, to a fund, to an amount range, etc.
    filter_by_date_range.png

  3. Once your list populates the page, click the export button at the top right and select Contribution Export. You may then choose between PDF and Excel.
    contribution_export.png
    • Choose your preferred output option.
      excel_or_pdf.png
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