How to pull a participation report via Segments : DonorPoint

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Modified on: Wed, 21 Nov, 2018 at 12:16 PM

1. Log into your admin account

2. Choose the Segments tab on the right then run a search for the appropriate account you are looking for:

3. Open the Employees segment, by hovering over the name and selecting the Edit link that appears below it.

4. Choose ContactGroup_reports from the options.

5. Launch the Participation Report, located under Dashboards.

6. Choose the [x] for an Excel download with the full report.

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