Can I automate a donation report?

Matthew Brown
Matthew Brown
  • Updated

All of the information you are looking for is available in the Custom Events Accounting report, so it can be recreated and saved. You can then access it from the My Saved Reports tab at any time and set up an automation on the Automated Reports tab. 

When building the report, depending on your specific accounting configurations, you'll want to add rules to filter out only the specific donations. Generally this can be done by using rules for item type, department, or Fund/GL Codes.

Once you are happy with the saved report criteria, you can set up an automation for the report to be sent to you whenever you'd like via email. The report coverage options are listed below, and instructions on how to set up the report automation can be found in this article