CharityEngine for Excel

Build Reports Your Way in Excel

Connect Excel to CharityEngine and build custom reports with live fundraising data from your CRM. Refresh the data with a click; no manual exports.

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CharityEngine Queries

Start with the Data You Need

Build a report on virtually anything with CharityEngine’s powerful query tools, then bring the data into Excel to analyze it your way.

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woman sitting on the floor looking at a computer with excel report generated by CharityEngine

Live Excel Reporting

Reporting That Works the Way You Do

Every organization has unique reporting needs, and sometimes Excel is simply the best fit. CharityEngine makes it easy to bring your fundraising data into the spreadsheets your team already relies on.

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Keep Data Current

Refresh CharityEngine data with a click while keeping your Excel reports intact.

Analyze Data Your Way

Use Excel formulas, pivot tables, and charts to analyze fundraising data your way.

Save Time on Reporting

Update recurring reports without repeating manual exports and setup each time.

Still Have Questions?

CharityEngine for Excel

What is CharityEngine for Excel?

What CharityEngine data can I access in Excel?

Can I refresh CharityEngine data in Excel?

Why use the CharityEngine Excel Connector instead of exporting data?

Your Data, Your Way

Let’s Talk About CharityEngine for Excel

See how CharityEngine for Excel can simplify data analysis and give your team more flexibility to work with fundraising data.

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