---
title: "How to Download Donation Data as a CSV File on Neki"
url: "https://help.neki.io/en/article/how-to-download-donation-data-as-a-csv-file-on-neki"
language: "en"
last_updated: "2025-08-13T11:24:25.032Z"
---

# How to Download Donation Data as a CSV File on Neki

**As the financial year draws to a close, having well-organized records is essential. Neki makes it simple for administrators to download donation data for year-end reports, tax purposes, or general tracking. Follow the steps below to download CSV files for your donations, including Gift of Giving programs.**  
  
**Why Downloading CSV Files is Helpful**  
   
Downloading donation data as a CSV file makes tracking and reporting easy. Here are the key benefits**:**  
  
       1. **Streamlined Year-End Accounting:** Quickly access the data you need for   
           tax purposes or annual reports.    
  
       2. **Flexible Filtering Options:** Customize the data you download, whether it’s   
           for the last 30 days, quarterly reviews, or the entire year.  
  
       3. **Detailed Insights:** View data for total donations, employee contributions, or   
            employer matches, giving you a clear breakdown.  
  
       4. **Simplified Gift of Giving Tracking:** Easily filter and download data for   
            specific Gift of Giving programs. 

  
**Follow these steps to download CSV files for your donation data.**  
  
**Step 1: Log in to Your Account**  
  
![](https://cdn-assets.productfruits.com/86492ba9-4377-42ce-802b-77d88cf95d83)  
  
**Step 2: Navigate to the Administration Section**  
  
**![](https://cdn-assets.productfruits.com/56f9133c-adb0-4d78-9e98-22e2d93ebc92)**

**For Mobile :**

On the Home page, tap ‘Admin’ in the bottom navigation bar.

![](https://cdn-assets.productfruits.com/56eb8c18-90d1-40bb-8272-410d9c23e04d)

Click this icon to open the menu and see additional options.  
![](https://cdn-assets.productfruits.com/a56ac73c-f2ae-44ac-ac47-32169b5c16ec)  
  
**Step 3: Open the Dashboard**  
  
Within the Administration section, click on the **Dashboard** tab to access your organization’s donation data.  
  
![](https://cdn-assets.productfruits.com/48010080-0c98-4446-a933-3b613d7f4ec2)  
  
  
**Step 4: Access the Donations Tab**

In the Dashboard, click on the **Donations** tab. This is where you’ll find all donation records.  
  
![](https://cdn-assets.productfruits.com/ac751884-e5ba-4590-8e98-3aa27c3ecbf7)

**Step 5: Filter Your Data**

Use the filters provided to customize the data you want to download. You can filter by

  
**Date:** View donations for the last 30 days, specific quarterly periods, or the entire year.  
  
![](https://cdn-assets.productfruits.com/13d773a2-007e-43ed-bd81-7010b20e18be)  
  
**Type of Donation:** Choose from:  
  
      **Total Donations**

       **Employee Donations**

       **Employer Match**  
  
![](https://cdn-assets.productfruits.com/7ebcd8db-f667-4f95-aab6-3a04ee9ccd29)

  
**Step 6: Download the CSV File**

After applying your desired filters, click on the **CSV icon** to download the data in a CSV file format.  
  
![](https://cdn-assets.productfruits.com/3f0d2a6a-b006-4acb-9299-13ac39b4ab5b)

**For Mobile :**  
Scroll to the bottom of the page until you reach the **‘Donation Details’** section.

![](https://cdn-assets.productfruits.com/a97fe930-a0f0-4aa0-b671-8af98d0e6935)

**For Gift of Giving Donations:**

Follow the same steps above but select the **Gift of Giving** donations section under the Dashboard.  
  
![](https://cdn-assets.productfruits.com/5f646b0a-bde9-423d-a573-6b22f8068422)  
  
Once filters are applied, click the **CSV icon** to download the data.