Skip to main content

Export donations included in a Gift Aid claim

Follow these steps to export a list of donations that were included in a Gift Aid claim.

Written by Cristiana Ghinea

In order to export a list of the donations included in a specific Gift Aid Claim:

  1. Click Finance, then click Gift Aid.

  2. Click Claims and select the Gift Aid claim.

  3. Click Report.

  4. Select Donations Included In Claim.

    • You will be taken to the report builder.

  5. Select one of the options to export:

    • Excel Export

    • PDF

    • CSV

The file will be downloaded to your browsers specified downloads location.

Did this answer your question?