How to run a donations report in Wintix 6

(Last updated on: March 22, 2021)

  • Go to Reports | By day | Donations.
  • There are several variables from which to choose.

  • Choose your starting and ending dates by clicking through the calendars or entering the dates.
  • You can run the report and review what each customer has donated or the itemized donations.
  • That will give you a list of donors during that time frame and a total for each donor
  • Or you can run Report each donation itemized and see each individual donation. This is valuable for seeing how much and often individual patrons donate.
  • Your report can be detailed by selecting the All records radio button, or top level by selecting Totals only.
  • You can select specific dollar amounts for your report.
  • Here is an example of what your report might look like if you ran it as a Report on the totals for each customer.

  • Here is an example of the Report each donation itemized.

  • Here is an example of how the report looks if you choose the Name order radio button.
  • Here is an example of how the report looks if you choose the Date of donation radio button. 

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