How to Create Reports of Fund History

A report of the full history of gifts, grants, expenses and non-gifts for a fund can be generated using Fund Manager following these simple steps:

1. On the home page for a fund, click on one of these four tabs:
   1. Gifts: All contributions or donations to the fund
   2. Grants: All grants to nonprofit organizations from the fund
   3. Expenses: All distributions to vendors from the fund
   4. Non-Gifts: All non-charitable contributions to the fund
2. On the next page, you can click the “Filter” button at the top right of the list to filter by date.
3. When ready to create the report, click the “Export” button at the top right of the list. “Export” is only available for Gifts and Grants.
4. A spreadsheet file will automatically download.
5. Locate the file and open with a spreadsheet application (Excel, Numbers, etc.).

All transactions of that particular type for the history of the fund will be contained in the file.

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