How do I get a report of the donations made to my organization?

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On your computer, visit www.givelify.com and log in to your organization’s account. Then follow these steps:

  1. Click on Donations at the top right of your screen.
  2. Click on Data Export at the top right of your screen.
  3. Select one of the following options:
    • Donations (All donations sorted chronologically)
    • Donors (All donors and their total donations sorted alphabetically)
    • Disbursements (All disbursements sorted chronologically)
  4. Use the drop-down box to select or enter a date range.
  5. Hover over the Export button with your mouse to open a drop-down window, and then select the type of file you would like to receive: an Excel spreadsheet or a CSV file.

When you click your selection, a report will be generated that you can open or save to your computer. You can then import this report into your financial or church management software.

Note: This reporting is found online, not in the Givelify app. For full dashboard functionality, you will need to use a computer and web browser.

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