Follow these steps to create a custom report listing the last donation amount and date for each donor:
- Go to Reports
- In the main menu, navigate to Reports > Fundraising.
- Create a New Report
- On the top right, click Add New Report.
- In the popup, enter a name for your report.
- Click Create Report.
- Add a Data Set
- The report will open in edit mode.
- Click on Data Sets.
- In the popup, click Add Data Set.
- For the name, enter Donors.
- For the Source, select Donors.
- Click Apply.
- Add Columns for Last Donation
- While still in report edit mode, click Edit Columns.
- In the column search, look for Last Donation Date and Last Donation Amount.
- Check the box next to each to add them to your report.
- Click Apply.
- Export the Report
- Switch to View Mode.
- On the top right, click Export Report to download your results.
Your report is now set up to display each donor’s last donation amount and date, and you can easily export it as needed.