You can receive a daily summary email of all donations received for each of your causes. This is available on the Basic and Pro plans and is enabled per cause.
Note: Once enabled, the daily donation summary is emailed to all users in your OrgHQ account, regardless of their role.
Enable the daily donation report
- Log in to OrgHQ.
- Go to Manage causes, under Cause & donations in the left-hand menu.
- Select Edit for the cause you want to enable daily notifications for, then go to the Settings tab.
- In the Donations and receipts section, locate Reporting and select Enable daily donation report.
- Select Save & Close to apply your changes.
Repeat these steps for each active cause you want to receive daily summaries for.