With a few simple steps you can export your funds list to a .csv or spreadsheet file. After you export the file, you can save it locally on your computer and, if desired, print it the file.
To export a funds list, you must have View and Add/Edit access rights for Contributions assigned to your login credentials. Access rights are assigned in the Administration module. Access to this module is restricted to organization administrators only.
If you manage several organizations, select the desired organization from the Organization list.
Click 
to display the Fund Management page.
Do one of the following:
If you want to export a list of consisting of a specific group of funds, select one or more of the column filters to create the desired group. Or, individually select the desired funds from the list.
If you want to export a list of all of your organization's funds, make sure that all of the column filters are cleared.
Click 
(Export List).
The Save As dialog box is displayed.
Do the following:
Navigate to the location on your computer where you want to save the file.
Note that the default filename is FundList. If a file already exists in the directory with the same name, the application automatically increments the filename by 1 (for example, FundList(1), FundList(2), and so on).
If desired, type a new file name in the File name field.
Click 
to save the file.
The exported file contains these columns of information:
Fund #
Description
Fund ID
Tax Deductible (Yes/No)
Tuition Fund (Yes/No)
Require Pledge (Yes/No)
Diocesan Fund #
External Fund #
Start Date
End Date
About the Fund Management Page