Exporting Data

Print out tickets or printing out reports off the platform

  1. Login to Zeffy and follow these steps to pull your report depending on the specific report you need.

  2. Click the "Export" button.

  3. If your export is smaller, it'll automatically download to your computer. If it's larger, it will be emailed to the address you're currently logged in with—typically within a few minutes.

Which email receives the export? Large exports are always sent to the currently logged-in user's email address. If your organization has multiple users on the same Zeffy account, make sure you're logged in with your own email when requesting the export.

Not receiving your export email? Check your spam folder and ensure [email protected] is whitelisted. See full troubleshooting steps in Reports and exporting data.

You may use Excel or Google Sheets to open your report and print from there.

  1. Login to Zeffy and go to "Contacts".

  2. Search for your contact's first or last name and click on their name to open their contact profile.

  3. Once in the contact's profile, you should see a section named "Receipts" with the list of their tax receipts. Click on one tax receipt number to open it.

  4. The tax receipt will open in a separate window, you may now print out or download the tax receipt in a pdf format.

  1. Login to Zeffy and go to "Payments".

  2. Search for your contact's first or last name to retrieve the transaction for which you want to print tickets. Hover your mouse over the payment, and click the "View" button.

  3. A window will open on the right with the payment details. Under the "Documents" section, you should find the e-tickets associated with this specific payment. Click on the e-tickets link to open it.

  4. The e-tickets will open in a separate window, you may now print out or download the e-tickets in a pdf format.

Zeffy's continuously improving! ✨

If you'd like to be able to print out documents directly from your Zeffy dashboard, we invite you to upvote and comment this Official Feature Request here to help us prioritize your idea and be notified by email of any updates.

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