Account Detail Report

This article provides steps to run the Account Detail Report for an Online Giving Donor Account.

The account detail report provides an overview of online giving information about a donor. The report lists the donor information, current gifts and payment methods, along with the donor's contribution history. The Account Detail Report not intended to be used as a financial report, but instead gives an aggregation of the online giving information associated with a particular account. You can access the Account Detail Report on the Account Detail page.


Complete the following steps to run the Account Detail Report:

1. In Giving, select Accounts in the main menu.


2. On the Accounts card, select the account for which you want to run the report.


3. Click the ellipsis on the Account Detail card to view the drop-down menu.

4. In the drop-down menu, select Account Detail Report.


Account Detail Report Results

The report lists the donor information, current gifts and payment methods, along with the donor's contribution history.


To view the Print Preview format of the report, click the Print Preview icon.


Exporting a Report

Exporting the Account Detail Report allows you to print the report, save it to your computer, or otherwise use the report. To export an Account Detail Report, click the download icon, and then choose the format type.


Three file types are available for export:

  • Acrobat (PDF) file - A printable format of the report. The PDF file includes the same information given in the report.
  • CSV (comma delimited) - Comma Separated Values file format.
  • Excel Worksheet - exports the same information in the report as an editable Excel worksheet.


Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing.

Was this article helpful?

Give feedback about this article