An end-of-year giving report, also known as an annual statement, is an excellent way to give your donors a summary of their contributions from the past year. These individual reports contain a complete snapshot of donor history for the given reporting year, including all online transactions and any offline donations recorded by admins. You can generate reports for many contacts at once, or for individual contacts.
Want to see an example? View a sample end-of-year-report →
Bulk reporting 👨👩👦
From your Contacts page, click on Actions in the upper right corner of the screen.
Select EOY Reports.
Select the year you want to generate the report for, and click Export selected year.
You'll be sent a message to the email address you're logged in with. Sometimes the email can take a few minutes to generate. When it arrives, click the Download button in the email, and it will prompt a download of the export file in ZIP format.
After download, if you can't locate the file, check your Downloads folder and desktop. Inside the expanded folder you'll find your end-of-year reports.
Printing bulk reports on Mac
Open a new Finder window on your Mac. You can do this by clicking on the Finder icon in your dock or, with Finder selected as the active application, use the keyboard shortcut Command + N.
Navigate to the location that contains the files you want to print. In our example, it’s a "summaries" folder in Downloads. Open the folder, and you will see a list of all the reports generated.
Select all the files (Command + A) or just the files you want to print by holding down the Command key and clicking once on each file.
Once the files you want to print are selected, choose one:
Using Finder – Choose File > Print from Finder’s menu bar options, and you'll be prompted to print the files, if you have a printer connected.
Using Preview – Open the files with Preview, and choose File > Print from Preview's menu bar options, and you'll be prompted to print the files.
Printing bulk reports on PC
Go to the Windows Settings interface. Click on Devices and then Printers & Scanners. Select the printing device you would like to use.
A window will pop up after you click on the button 'Open Queue'. Choose all the PDFs that you would like to print and drag them into the queue window.
When the pop-up window appears and prompts if you would like to print all the files at once, click on the option 'Yes' to confirm it.
Individual reporting 🧍♂️
You can also generate reports for individual donors and share them as a PDF attachment or via a unique link.
On the Contacts page, select the contact you'd like to generate a report for.
Inside the Contact profile, select the Reports tab.
Click Generate Report.
In the popup, select the desired reporting year and click Generate.
The report will appear under the Reports heading. Click the three dots [...] to View, Download PDF, or Delete a report.
Click the share icon to create a shareable permalink to this report.
Are imported transactions included in an end of year report?
Yes! Imported transactions are included in an end of year report, even if the transactions were not processed through Givebutter.
Are refunded transactions included in an end of year report?
Yes, refunded transactions are included on a contact's end of year report, labeled as refunded.
Can end-of-year reports be automatically emailed out to my donors?
Not currently – you can generate the reports, however you will need to send the reports out yourself, via email or physical mail. Please see the feature request to integrate EOY reports with Engage for easy emailing!
How do I view my past exports?
You can view and re-download your export history by clicking View History under the Actions button on the Contacts page.