Run a donation report on one person for a certain period of time

(Last updated on: October 19, 2015)

• In Wintix, go to Reports | Other reports | Export Email
  • In the Mailing list name field – put the name and location you’d like for this file
  • Output file type – your choice
  • UNcheck the box labeled Skip records with a blank email address
  • UNcheck the box labeled Include only records that have opted in
  • On the tab labeled Select by sale date:
    • Check the box labeled Custom search
      • In the field box, choose LAST
      • In the operator box, choose equals
      • In the value box, type the customer’s last name

• Click on the tab labeled Fields to export
  • Choose the fields you want to show on your report
    • Make sure you choose Mainsale.donation as one of your choices (see screen shot)
• The last step before exporting your list is:
  • You MUST click on the tab labeled Edit the Query (that creates the query to send to your database)
• Click on Export list
• You will get a listing of all sales that customer has donated.  You can then total the spreadsheet column for donations