Exporting Data from Reports

Once a report has been run, you may create an activity directly from the report, add badges, marketing lists, send receipts, etc. You may also export the report data into Excel or PDF

1. Navigate to Reporting 

2. Select Reports

3. Click +Create or run a Standard Report

4. Select to create Contact, Gift, or Activity Report 

5. In the Report Filters box. enter your filters you need included in the report 

6. Select to Run Report

7. Export will be an option in the upper right corner from a list view

8. You can Export to Excel or PDF