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Export Data

Pull your donation, donor, and fundraiser data out as an xlsx file.

Written by Adil Ali

Exports let you take your records out of Amanahfy for reporting or reconciliation. You build a reusable export template to decide which data to include, then run it whenever you need a fresh file.

Before you start

  • You need the Export permission. Go to Reporting → Export to check your access.

Run an export

  1. Go to Reporting → Export.

  2. Click the Export button at the top right.

  3. Choose the data type you want to export. Options include Donors and Donations, Recurring Donations, Fundraisers, Registrations, and Pledges. Click Export next to your choice.

  4. Choose Custom export to pick columns manually, or Use a saved template to apply a previous configuration.

  5. Apply filters for Date range and Campaigns.

  6. Select the exact columns you need.

  7. Click Continue to review the column order.

  8. Click Export to generate the file.

The system queues the export in the background. The status column shows Progress, and changes to Completed when the file is ready. Click the download icon in the Action column to save the file.

Export statuses

The system queues the export in the background. The status column displays the exact state of your request.

  • Progress. The system builds your export file.

  • Completed. The file waits for your download. Click the download icon in the Action column to save the file.

  • Downloaded. A user saved the file to their device.

  • Failed. An error stopped the generation process.

Export templates

A template defines the exact columns and order for your file. Templates save time for recurring reports.

To manage existing templates, select Use a saved template during the export process. Click Apply to run the template, Edit to change the columns, and Rename or Delete to organize your list.

Good to know

  • The system keeps a history of your exports. You see the date, parameters, row count, and the user who ran the file.

  • Use exports to fulfill data requests. If a supporter asks for a copy of their personal data, produce an export. See Donors.

  • Sync Center shows records sent to a connected CRM. This process is separate from file exports. See Salesforce NPSP.

Related

Import data · Donations · Donors · Recurring donations · Salesforce (NPSP)

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