Fellowship One (F1) exports giving through its report library. You'll run report G1050, Core Giving Records (v3.0), choose which columns to include, then queue it for download.
Steps
- Sign in to Fellowship One.
- Open Reports (far right of the menu bar).
- Search for and open G1050 (Core Giving Records v3.0).
- Under Return Giving Records, set:
- Based on this date: Received Date
- Week starts on: Sunday
- Occurring within this Date Range: Custom Date Range
- Occurring after this time, Occurring before this time, and Belonging to Batches: set each to Ignore This: this is required, or the report will error out.
- Under Choose Fields, select your columns:
- Gift columns: All Trans by ID; ACH/Check/Cash/BankCard; Batch Date; Batch Name; Contribution or Receipt; Create Date; Fund; Sub Fund; Memo; Received Date; Reference (check number).
- Contributor columns: Contributor ID; Contributor Full Name; Contributor Last Name; Email; Phone Number; Giving Unit ID; Giving Unit Full Name; Household/Individual/Organization; Mem/Envelope #.
- Primary Address columns and Grand Total columns: leave on Ignore.
- Set Display total amount to Yes, sort by Received Date & Time, set Output to labels to No, and choose Excel as the output type.
- Click Run Report, then open the Queue link (top black bar) and download the file once it's ready.
Two Things to Watch
- Leave the three Ignore This fields set. F1 fails to run this report if they aren't.
- Include the Household/Individual/Organization column so donor names come through correctly.
The report comes out as Excel. Studio reads the .xlsx directly, or you can save it as a CSV first.