1. Select the Reports Tab (this will either be a tab towards the top of your page or you'll need to select the + sign then select Reports from the list).
2. Select New Report Button
3. Search for Donation with Contact Roles Report Type
4. Select the create button
5. Select All Donations
6. Include Closed & Won donations
7. Select your Date Fields to filter the time frame you want to report on
8. To add fields to the report use the quick search then click and drag that field into the report area. (Optional)
9. To add filters to the report use the quick search then click and drag that field into the filter area. Once there you have the option to edit the filters criteria. (Optional).
10. Once the criteria for your report Select the Run Report Button
11. If you need to edit the report after running, you can select the Customize Button to make edits. (Optional)
12. Save your report to run in the future. (optional)