Flexible user definable donations export
I would like to be able to set the fields that are exported using the donations export. I added a new field into the "Supporters" database but can't add it to the donations export. It is "Envelope Number" and that is required in order to import the records into our donor program.
Bill Forbes
shared this idea
The Donation Details report now offers the ability to set columns when running the report (as of 03/2020). Custom Fields created are included in the Column Select.
Once the report has run, the Summary will include the columns selected. You can then choose to Export the Filtered Report as a CSV or Excel file.
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Josh Paul
commented
yes! I need to export all names, addresses and contribution $totals to create my own monthly statements in a different program. Seems like this would be an easy fix..