You can create and manage reports from different sections of your Donorbox account. To learn more about generating reports, see these guides.
How do I export a CSV report from the Donations, Supporters and Plans pages?
How do I use the Report Page to create custom reports?
If you no longer need a custom report, you can delete it from either the Report page or from the Donations, Supporters, or Plans pages. Follow the instructions below based on where you report was created.
A. Deleting a custom report from the Report Page.
1. Locate the report you want to delete.
2. Click on the three-dots icon.
3. Select the Delete Report option.
B. Deleting custom reports from the Donations, Supporters, or Plans Pages.
1. Click on the Export button and choose Customize Columns.
2. On the next page, find the report you want to delete and click Remove.
Note: Deleting a custom report does not delete any of your donation data. It only removes the saved report configuration. You can always create a new custom report again if needed.