How to export data from Realm

Exporting People

  1. Select Reports from the left menu.
  2. Select Custom Query.
  3. Find People using the field "Family Name" and the parameter "is not blank".
  4. Select the Deceased and Inactive records check boxes.
  5. Select Show Results.
  6. Click Preview and then Edit Columns.
    1. Select all the columns you'd like.
    2. Click Apply.
  7. Click Preview and then Download as "Individual List (.csv)"

Exporting Giving

  1. Select Giving from the menu on the left of the home page, then choose Giving Statements and then select the Generate New Statement button.
  2. Enter a name for the report and the desired date range for the exported contributions.
  3. For Statement Type, select "Detailed Tax Statement".
  4. Select Memos, Non-Deductible gifts and non-cash gifts.
  5. Make sure Fund Amount is greater than: is set to 0.00.
  6. For Statement Output select "Export All" and sort order to be by Last names.
  7. Generate the exported list, go to List of Statements and select View List.
  8. If pledge Campaigns are being used, for each individual pledge campaign, repeat the following steps:
    1. Pledge Campaigns, three dots on right, View Dashboard
    2. click on the blue number of pledges in the upper right
    3. Print - download