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How to Access Reports

Written by Mathew Cropper
Updated this week

Accessing reports in the Gift Platform

To access this, simply click on the "reports" tab on your platform menu. This will bring you to the &Open reporting tool.

Choose the type of report you’re looking for using the dropdown.

Select the period of time that you want to report on using the calendar dropdown.

Click “Download report” to start the export – once completed, the file will appear in your downloads folder.

We recommend using Microsoft Excel / Google Sheets / Apple Numbers to open your report file.

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