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How do I add Donor Levels to contribution reports or exports?

  • January 21, 2025
  • 0 replies
  • 12 views

Happie Pingol
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Step 1: Open the Desired Report or Export Tool

Navigate to the Contribution Report, Contribution Aggregate Report, or the Export tool, depending on your needs.

Step 2: Edit Columns

In the report setup screen, click on Edit Columns to customize the report or export fields.

image showing how to change the columns in a target summary report

Step 3: Select Targets

From the list of available columns, find and select Targets. This will display all available donor groups and their corresponding levels.

Step 4: Choose Donor Levels

Select the specific donor groups and levels you want to include in the report or export.
  

Step 5: Run Report or Export

Once you've added the desired columns, run the report or export the data. The report will now include information on donor levels based on your chosen settings.

What else do you need help with? 

How do I include or exclude donors in a Search?
How do I get a summary of Donors in each level?