How to Create a Donor List Report

The Donor List report is a comprehensive report that provides a list of donors and the amounts pledged or given to a specific fund or appeal. The report lets you capture this information for one or more parishes. For each listed donor, the report provides the following details: the family name and address, amount pledged and paid, and the balance owed on pledges made to the fund.

The Donor List report shows pledge and contribution data contained in closed batches only. This requirement creates safeguards to help protect users’ financial data. It also helps ensure that data processing staff follow proper procedures and exercise strong internal controls by closing a batch after it is reconciled with the accounting system and with the bank statement.

By default, the Donor List report is hidden from parish staff. A diocesan admin user can give parish staff access to this report on Funds > Parish Reports tab.

To create the report:

On the Home page, you can open the Parish Reports page by selecting Reports > Parish in the navigation bar menu or by clicking the Parish link at the bottom of the Reports card.

Open the Parish Reports page.
In the Fund dropdown list, select the fund for which you want to generate a list of donors.
In the Report dropdown list, select the Donor List option.
Set up the report as desired. For descriptions of the setup options, go to Setup_Options_for_the_Donor List_Report.
To generate a report, click this button in the upper-right corner: . Then, select the desired format for the report:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. Choose this option if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the .xls version and is a more suitable option when you need a document that is easily read.
Follow your browser's instructions for opening the downloaded report.