Schedule a report by email

Any report can be saved with its filters and sent on a schedule, so your bookkeeper gets last week's gifts every Monday without anyone remembering to run it.

Every role can view reports. Scheduling and CSV downloads need the Download and schedule report exports permission: Finance, Admin or Owner.

Steps

1. Open Reports and choose a report, for example Gift detail.
2. Set the filters you want. For a recurring export, use a relative date range such as "last 7 days" or "last month" so each send covers the new period.
3. Save the report and add a schedule.
4. Give it a name, choose how often:
   • Daily
   • Weekly (sent on Mondays)
   • Monthly (sent on the 1st)
5. Enter one or more recipient email addresses, separated by commas. Recipients don't need a DonorFinch login.
6. Save.

Reports go out at 6:00 am in your organization's time zone on the scheduled day, as a CSV attachment with a link back to the live report.

Manage saved reports

The Saved reports section on the Reports page lists each schedule with its next send. From there you can Send now, edit filters or recipients, pause, or delete.

Good schedules to set up

Notes

• A scheduled CSV contains the same rows the report shows on screen, up to the report's row cap (20,000 for gift detail, 50,000 for donor lists).
• Reports contain donor names and amounts. Only send them to people who should see that.