Donations report

This report lists donations made by customers for a given date range. It displays the customer name, date of each donation, name of donation campaign, and donation amount.

This report also displays a sub-total of all donations made by each customer and the total amount of all donations.

Go to section

Custom Lists

General

Options

Save Report Definition

Location

Reports > Campaign Reports > Donations

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.

The following fields are available on the Donations Report page:

Name of Field	Type	Description
Custom Lists
Custom List	Dropdown list	Title of customer list to run the Donations report for, as selected from a predefined list. Only customers in the list will be included in the report. Click the Preview/Edit List link to view or edit the custom lists of email recipients. Note: If a custom list is not selected, the report will be run for all customers.
General
Report Filter	Hyperlink	The following filters are available on the Donations Report page: Campaign Name, Campaign Start Date, Campaign End Date, Donation amount, Date of Donation, Revenue Site and Company. Click the Report Filter link to learn more about reports and their filters.
Options
Optional Fields (1-4)	Dropdown list	Select one or more customer contact information fields to include in the report. Types of contact information include Cell Phone, Customer #, DOB, Email, 1st Contact Name, 1st Contact Phone, 2nd Contact Name, 2nd Contact Name, Home Phone, Other Phone, Payer, Payer Name, Member Number work Phone.
Customer Name Format	Dropdown list	Select one of the following customer name formats from the dropdown list: Lastname, Firstname Firstname Lastname Note: If you sort the donation transactions in the report by customer name, the order of customers will be displayed follow the selected customer name format.
Include Staff's Transaction Notes?	Checkbox	Display notes made in the Staff Notes area for donation transactions completed from the Front Desk.
Include Customer's Transaction Notes?	Checkbox	Display notes made in the Customer Notes area for donation transactions completed from the Front Desk.
Include Drop-In Customer Donation?	Checkbox	Option to include donations by drop-in customers.
Exclude Companies (Except if in Company Filter)?	Checkbox	Option to exclude donations by companies. If any companies are selected in the General > Company filter, then donations from these companies are included in the report regardless of this setting. If this is ticked and NO companies are selected in the General > Company filter, then donations from ALL companies are excluded from the report.
Sort by	Dropdown list	Sort the donation transactions in the report by one of the following criteria: Customer Name Donation Amount
Output Type	Dropdown list	The output type or format of the report, as selected from a predefined list. The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.
Save Report Definition
Report Title	Text	Option to save the report definition for later use. Click the Report Filter link to learn more about report definitions.