BP 11122023 129pm - Flipbook - Page 132
2. Next, navigate to the Contributions List. Here you will set the filters for the date range
and sort order required for your summary. Please note, your batches must be closed for
contributions to display on the Contribution List. See example, below:
3. Once you have selected the appropriate search criteria, the magnifying glass icon will
allow your data to be displayed on the screen. You may view the data in two different
formats, the sample above is the list format, the sample below is card format. We
generally use the list format for our exports. Our date range for summary details usually
begins with the start of the current fiscal year, July 1, 20XX. Remember that
contributions will not display until your batch is closed.
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