How do I generate reports detailing my donors by program?

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How do I generate reports detailing my donors by program?

  1. Go to Event Fundraising Admin.
    1. Chameleon users: In the side menu click TUMoney > Event Fundraising Admin.
    2. New CMS users: In the side menu click Business Tools > Event Fundraising Admin.
  2. Results tab
  3. Set your filters to show the program(s) that you wish to generate information
  4. Select Export
  5. This will generate a spreadsheet detailing the donor information, what account and athlete the donation is for, type of payment and amount.

See Also
How do I send receipts to donors?
TUMoney and your billing system.
How do I generate my Swim-A-Thon Financial Report for USA Swimming?

TUMoney

  1. TUMoney VIDEO Tutorials
  2. TUMoney - Event Fundraising First Steps Intro & Launch
  3. TUMoney: Promote event fundraiser - email information to team
  4. Event Fundraising - Parent setup guide for their child/athlete/participant
  5. TUMoney - Can I have more than one fundraising system up?
  6. TUMoney - Fundraising and billing - How the donation is accounted for in individual accounts
  7. TUMoney: Can someone donate online without a selecting a participant?
  8. TUMoney Fundraising Detailed Report
  9. Fund Raising Integration with Billing System
  10. TUMoney - Incentive ideas
  11. TUMoney - Address book will not import on Mac
  12. How can I set my Fundraising Event to only include specific Roster Groups?
  13. How come I don’t see my fundraising program that I just created?
  14. How do I generate my Top Performer Reports?
  15. TUMoney: Add offline donation/donor
  16. TUMoney: Approve an offline donor
  17. TUMoney: Clone a fundraising event
  18. How do I create an Excel report that includes donor information?
  19. How do I delete an offline donation?
  20. TUMoney: How donors can split donation between family members
  21. How do I email the team account from the event fundraising system?
  22. TUMoney admin access levels
  23. Enable non-Super User to administer TUMoney platform
  24. Generate report that shows overview of how TUMoney fundraising event is progressing by Account
  25. How do I generate financial reports based on the recipient/participant of the fundraising dollars?
  26. TUMoney: Finalize Swim-A-Thon and submit to USA Swimming Foundation
  27. How do I generate reports detailing my donors by program?
  28. TUMoney: Assign/move donation in general account to specific member(s)
  29. How do I send an email to accounts that have not sent Fundraising material to donors?
  30. TUMoney: Send receipts to donors
  31. How do I setup incentives for my Fundraising event?
  32. Event Fundraising: Track number of donor emails sent
  33. How do I turn off a fundraiser?
  34. Event Fundraising: Turn off publicly viewable Incentive Tracking tab
  35. How do I turn on the TUMoney tab?
  36. How do I turn on/off the Fundraising Module?
  37. Event Fundraising: Turn on/off the lap tracker
  38. TUMoney: When is processing fee applied for offline donations?
  39. Splitting the TeamUnify online donor processing fee with donors in a fundraising event
  40. TUMoney - Receipt information EIN/Tax exempt information
  41. TUMoney and your billing system
  42. What is a donation level setup?
  43. What is the Donor Processing Fee option located in the Event Fundraising Setup Tab?
  44. Where can I see my Lifetime vs Active event fundraising?
  45. Why won’t my image upload in Event Fundraising Setup?
  46. TUMoney: Swim-a-Thon donation refund
  47. TUMoney: Promote fundraiser on Facebook
  48. TUMoney: Change/edit a paid/approved donation
  49. How to download the Swim-A-Thon Blue Book

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