How to Generate Year End Report with Filters for your donors | Scribe

    How to Generate Year End Report with Filters for your donors

    • Carol Perez |
    • 0 step |
    • 2 minutes
    Navigate to [https://gms2.idonate.com/dashboard](https://gms2.idonate.com/dashboard)
    Click "Reporting"
    Click this button.
    Click "Filters"
    Click this icon.
    Click "Transaction ID"
    Click "Created (UTC)"
    Click "on"
    Click "greater than or equal"
    Click the "Enter a value here" field and input January 1st of the previous year.
    Click this icon.
    Click "Transaction ID"
    Click "Created (UTC)"
    Click "on"
    Click "less than or equal"
    Click the "Enter a value here" field, input 12/31 of the previous year.
    If your organization needed a yearly list of all donations, you could save now! For donor-specific reports, continue with steps.
    Click here.
    Click "Transaction ID"
    Click the "Search" field.

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