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SDRefugeeTutoring / sdrt-custom-functions

Custom Functions for SDRefugeeTutoring.com
The Unlicense
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[MODERATE] ability to create an exportable Donations report using different parameters #33

Closed dreazee closed 4 years ago

dreazee commented 4 years ago

ability to create a Donations report using different parameters (time period, donor name, etc) that is then exportable in some way.

currently, there does not seem to be a way to do this.

mathetos commented 4 years ago

HI @dreazee

Yes you can do this, though I need to double-check your user permissions. But here's where it would be:

  1. Go to "Donations > Tools" image

  2. From there you'll be on the "Exports" screen. You have LOTS of donation export options there. image

  3. Another option is to go to "Donations > Reports". From there you'll see an "Income Breakdown" section that has a button that says "Export CSV". That is a good daily breakdown as well. image

Please review them in detail and let me know if you need something different