How do I create an Excel report that includes donor information?
To create an Excel report with donor information,
- Go to Event Fundraising Admin.
- Chameleon users: In the side menu click TUMoney > Event Fundraising Admin.
- New CMS users: In the side menu click Business Tools > Event Fundraising Admin.
- Results tab
- Select the filter set for the donors you want to report on, and click search
- Select the accounts by putting a check mark next to their names
- Click the Export button located at the top right of the table
- This will generate a spreadsheet detailing the donor information, what account and athlete the donation is for, type of payment and amount
How do I send receipts to donors?
How do I generate financial reports based on the recipient/participant of the fundraising dollars?
How do I email the team account from the event fundraising system?