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 select the sort order for your report by sorting the Lists results grid using the sort buttons (up and down arrows) shown next to each column heading.
📌Note: The PDF report option is limited to 10 columns.
If your List contains a large number of columns that are not required you could:
Copy the List.
Remove the non-required columns from the newly created List.
Report via this List instead.
Some fields require more room to present information than others, so it may be that your report can not use all 10 fields.
Action
To create a report from a list or a search:
Click on the Prepare Report button.
The Prepare Report button offers 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
Once you click the download button a green status banner will be displayed:
If you click on Click here for status link 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 by navigating to Home, select My Downloads.
Other areas of Donorfy where reports (system-defined) can be downloaded
Standard, system-defined, reports can be downloaded from the following areas:
Constituents Search.
Campaigns: a download of all your Campaigns.
Campaigns,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.
Donorfy Academy
The Donorfy Academy features a learning course for Lists - enrol here.