Print or Export Family Fund Information
You can print or export a family's fund history, recap, or monthly totals for all funds and periods, one fund, one fund period, or one year.
- On the Information tab, click Contributions, scroll to the family you want, then click View/Print in the left navigation menu.
- Select whether to view the family's fund history, a recap (with or without more detail), or their monthly totals.
- If you want to restrict the view, select a single fund, fund period, or year.
- Select whether to include recurring charges in the list.
- Review the information in the grid to make sure this is what you want to print or export.
- To print the family's fund information, click Print at the bottom. To export the family's fund information to a .csv file, click Export.
- Follow the prompts to finish printing or exporting the information.