Access Gift Tracking Report on the GEMS Portal

This short guide shows how to quickly pull and save gift tracking data from the GEMS Portal. It explains where to run a search, how to filter by fields like conference name/number, and how to download the results as a CSV. Follow it to get timely, exportable reports for reconciliation or analysis.

4 steps
2 minutes

Salesforce Site.com

Click "Gift Tracking Report" from the GEMS Portal homepage

Enter any information you would like to search by, such as "Conference Name or Number" field.

Click "Submit"

View the report, or click "Download" to save a CSV copy. Make sure pop-ups are **NOT** blocked by your browser.