How to access donor information who requested a Tax Exempt Receipt "TER"?

It's a simple step to access your donors information who has requested TER.

Here is the steps;

1 - Click on 'Reports' from the admin menu

2 - From the drop down list provided-click on 'TER Request'

Choose from ( Event,Appeals,Fundraiser page)
Choose the start date and end date (if you a specific date that you looking for)

3 - Click 'Filter'

4 - Click on 'Export' if you want this to save or share with someone. This file will be exported as Excel only. 

Updated on: 24/05/2024