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How to Download a Payment Report and Filter by Date.
How to Download a Payment Report and Filter by Date.

Learn how to download a CSV file of all received donations for a custom date range.

Anna Speicher avatar
Written by Anna Speicher
Updated over a week ago

1. Click on your organization's name in the upper right corner. Then click Payments & payouts in the dropdown menu.

2. Download the report table as is with every donation you have received thus far. Or click Filters to select a date range for the report.

3. A new table will pop-up. Choose a preset date range from the dropdown menu or choose "Custom" to input specific dates. Once you have made your selection click Apply.

4. Then click the download button to download a CSV file with all payments received in the set date range.

Done! The report has been successfully downloaded to your computer.

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