Donation Report*

Written by Dana Kinsey

Last published at: May 1st, 2019

Get a list of donations by date range by creating a Donation Report. Once you have created it you can Export it to a CSV for import into any spreadsheet.

  • Go to Donations
  • Select Reports on the left side of the screen
  • Choose the dates you need a report for by selecting a date range

If you wish to export ALL the donation data for a particular time frame

  • Pick Export CSV from the left

CommunitySuite will export a CSV file that you can import into a spreadsheet (Excel, etc.)

The data included will be the following: 

Donation ID #, Donation date, Donor ID, Donor Name, Advised Donor, Advised Donor Name, Advised Donation, Amount, Fund ID#, Fund, Grant Cycle ID#, Grant Cycle Name, Grant ID#, Grant Name, Short Name, Fund Group Name, Fund Type, Endowed, Agency, DAF, Recognition Name, Description, Account Name, Donation Type Name, Tribute/Memorial Name, Payment Method, Event Date ID#, Event Date Name, Profile ID#, Salutation, Label (Mailing), Address, Address2, City, State, Zipcode, Email, Phone Number