Quick reports are Shelterluv's standard, prebuilt reports that you can easily run without any report building. Once run, certain quick reports can be filtered, but they cannot be edited or customized.
If you need a more customized report, please use Shelterluv's Custom Reports.
This article will cover the Donations Taken quick report under the Accounting tab in your quick reports. You can find all of the other quick reports in the Quick Reports section of the help center.
Each quick report has its own default sorting, but you can click any column header to quickly sort the report by that column in ascending or descending order. Additionally, each quick report can be exported to Excel, printed, or downloaded as a PDF.
Click your Username > Analysis & Reports > Accounting to get started.
What user permissions do I need to run quick reports?
- Reporting
The Donations Taken quick report will show all donations that have occurred during the selected date range. You will see one row per donation with covered fee donations in separate rows.
Any refunded or voided donations will show in separate rows, with voids showing on the date of the sale and refunds showing on the date of the refund.