A list can be downloaded as a PDF report, so that you can quickly and easily provide colleagues with up-to-date details at a meeting, email the CEO or your manager current financial information without manipulating a downloaded List within Excel, or print off a delegate list for an event.

Preparation

Create a new List or open the List that you would like to report from.

You can choose the sort order for your report by sorting the Lists results grid using the sort buttons (the up and down arrows) shown next to each column heading, for example, if to sort by Last Name click on the arrow to the right of the Last Name field.

Action

You can create a report from a list or a search in Donorfy by clicking on the Prepare Report button - highlighted in the screenshot below:

When you press the Prepare Report button you have the option to include totals, if you set this to Yes totals will be included as follows:

• If your report is sorted and
• You have included one or more amount fields (e.g. payment amount) subtotals of the amounts will be included for the field you are sorting by, report totals for the amount field will also be included
• You do not have any amount fields a count of records listed for the field you are sorting by will be shown
• If your report is not sorted and
• You have included one or more amount fields (e.g. payment amount) report totals for the amount field will be included
• You do not have any amount fields a count of records listed in the report will be shown

Retrieving your report download

After clicking the download button a green status banner will be displayed:

• Click on the 'Click here for status' link and a box will appear confirming either:
  • the report is being built 
  • the report is ready for collection

• Once it is ready, click on Open
• Your report will be downloaded to your computer Downloads folder as a PDF

You can also retrieve the report download via: Home > My Downloads 

Other areas of Donorfy where reports (system-defined) can be downloaded

Standard, system-defined, reports can be downloaded from the areas in Donorfy listed below. 

• Constituents Search 
• Campaigns - a download of all your Campaigns
• Campaigns > [campaign name] > Timeline - a summary of the Timeline items for a Campaign
• Opportunities 
• Opportunities > Prospects
• Forms > History
• Data Management > Downloads 
• Financial > Pledges
• Financial > Batched Transactions
• Financial > Gift Aid
• Membership > Memberships
• Membership > Members