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CLICK FOR STEP BY STEP INSTRUCTIONS
  1. Go to: Reports >> Raw Data Reports >> Personal Profile.
  2. Select all ‘Active’ Donors.
  3. Search for the desired profiles and click [Search] OR
  4. Search the desired profiles and click on the [Add Search Criteria] button to filter further.
  5. Select all Basic Export Columns and Custom Fields to include in the export (“How did you first hear about us” under the Custom Fields header).
  6. Check the box to include all Donations logged or filter for a specific date range.
  7. Select desired options for Other Settings:
    • Include last login date
    • File format (XLSX, XLS, CSV, TXT)

8. Click the [Export Profiles] or [View Profiles] button.