How To:  Export Gift Transmittal Data to Excel

Before You Start

You can export gift transmittal data to Excel using a Donor Type or Transmittal Type export.

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  Step 1 – Log in to Gift Transmittals

  Step 2 – Find the Gift Transmittal

  Step 3 – Export Transmittal / Donor Information

 

What's Next?

• A spreadsheet sorted based either on Transmittal Form or Donor is generated.