Gift and Pledge Reports
Campaign Comparison Report
This report is a list of donors showing their total giving, broken down by received and pledges outstanding, across five campaigns. In addition it shows the minimum, maximum and average for each donor across all included campaigns.
Report Options
Campaigns to Include
For up to five columns, select the campaign or campaigns to include in that column
Include Dues
Include Gifts
Include Grants
Include Grant Payments
Include Pledges
Include Pledge Payments
Include Sales
Include Soft Credits
Include Value for In-kind Gifts
Group By
Cash Flow Report
This report calculates predicted cash flow from pledge payments and/or recurring gifts.
Report Options:
Include Pledges Only, Recurring Gifts Only or Both
Start Month and Start Year
Period Type: Month, Quarter, Year
Number of Periods
Funds to Include
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Cash Receipts Reconciliation
This report lists all cash receipts grouped by the method of payment.
Report Options:
Date Range for Gift Date, Entry Date or Ack Date
Include Gifts
Include Dues
Include Pledge Payments
Include Sales
Include Grant Payments
Funds to Include
Sort Order: Method, Invoice #, Date
Credit Card Reconciliation
This report lists all credit card transactions.
Report Options:
Date Range for Gift Date, Entry Date or Check Date
Credit Card Report
This report is a list of credit cards with the option to show detailed credit card transactions or to find credit cards that are expiring.
Report Options:
Include Transaction in a Date Range for Gift Date, Entry Date or Check Date
Include Only Cards with Expire Dates in a Date Range
Donor Recognition Report
This report is a list of donors grouped into categories of giving based on gift size. The categories are taken from a Gift Size table.
Report Options:
Include gifts in a Date Range for Gift Date, Entry Date.
Select the Gift Size table to use.
Use Alternate Name - replace the name displayed with an alternate name and select the Mailing tag associated with the alternate name to use. If someone does not have an alternate with that mailing tag, their regular display name is used.
Include value for in-kind gifts
Include soft credits
Exclude hard credits
Include totals
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Funds to Include
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Donor Retention Report
This report shows over the past years how many and what percentage of donors were retained from year to year.
Report Options:
End Date - the report will look back in time from the end date period.
Number of years - the number of years to look back
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Funds to Include
Gift Fund Report
This report shows totals by Fund code and then within each Fund, by Reason code. It can be further grouped by Cash/Non-Cash as determined by the Method code.
Report Options:
Categorize by Cash/Non-Cash or by Gift Method Code
Date Range for Gift Date, or Entry Date
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Exclude Soft Credit
Exclude Unpaid Sales
Include Funds
Gift Match Report
This report shows expected and/or received gift matches.
Report Options:
Date Range for Gift Date, Entry Date or Match Date
Include Matched Gifts Only, Expected Matching Gifts Only, Both
Include Funds
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Sort Order: Donor Name, Date
Gift Receipt Report
This report shows gift transactions with receipt details.
Report Options:
Date Range for Gift Date or Entry Date
Include Fund Splits
Exclude Soft Credit
Exclude Hard Credit
Exclude Unpaid Sales
Include Funds
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Sort Order: Name, Date, Receipt #, Receipt Status
Gift Transactions
This report shows a list of gift transactions with optional levels of detail.
Report Options:
Date Range for Gift Date or Entry Date
Include These Fields: Amount, Value, Deductible Amount, Method, Reason, Campaign, Event, Membership Level, Solicitor, Tribute, Check/Credit Card, Batch, Acknowledgment, Receipt Detail, Notes, User Defined Fields
Show Fund Codes - if you select certain funds to show, those are split out into separate columns.
Print Anonymous Names
Exclude Soft Credit
Exclude Unpaid Sales
Include Address
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Group By: Name, Entity, Gift Date, Entry Date, Gift Amount, Reason, Fund, Method, Tribute, Bio Solicitor, Gift Solicitor, Campaign Solicitor, Campaign, Event, Acknowledged, Acknowledgment Letter, Receipt #
Solicitors - if you group by any solicitor, you can select certain solicitors to include.
Include Sub-Total
One Sub-Total per Page - this will start a new page for each new group.
Total by Household and Organization - if you select Entity in Group By, this will show totals only.
Invoice Transaction Report
THIS REPORT IS NOT CURRENTLY AVAILABLE
This lists gift and guest invoices showing charges and payments on each invoice.
Report Options:
Date Range for Invoice Date
Include Dues
Include Sales
Include Pledges
Include Guest Charges
LYBUNT Report
This report identifies donors who gave Last Year But Unfortunately Not This.
Report Options:
Date Range for Last Year for Gift Date or Gift Entry Date
Date Range for This Year for Gift Date or Gift Entry Date
Include Funds
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Pledge Balances Report
This report shows pledge balances due as of two dates, generally the start and end of the fiscal year. It lists each pledge with its balance at the beginning of the period, total paid during the period, and the balance at the end of the period.
Report Options:
Period Start and End Date
Include Funds
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Pledge Report
This report lists all pledges, including payments, total paid, and balance due.
Report Options
Pledge Date Range
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Include All Pledges or Include Past Due Pledges Only
Include Funds
Sort Order: Name, Pledge Date, Pledge Amount, Reason, Gift Solicitor
Soft Credit Report
This report lists hard credit gifts and donors, followed by the associated soft credit donors and amounts.
Report Options:
Date Range for Gift Entry Date or Gift Date.
Include Only Soft and Hard Credit
Include Funds
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Solicitor Report
This report lists solicitor names and the gifts that have been received.
Report Options:
Date Range for Gift Entry Date or Gift Date
Report by Bio Solicitor, Gift Solicitor or Campaign Solicitor
Select Solicitor Names to Include
Include Funds
Top Donor Listing
This report lists the top donors based on their giving totals.
Report Options:
Date Range for Gift Entry Date or Gift Date
Total by Household and Organization
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Include Funds
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Show the Top (how many names to show)
Total Giving Comparison Report
This report lists donors and their giving totals over three years.
Report Options:
First Column FY - the report will show the year selected plus the two prior years
Use Alternate Name
Total by Household and Organization
Include value for in-kind gifts
Include Soft Credits
Exclude Hard Credits
Do Not Show Zero Lines
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Include Funds
Sort by: Name, Columns 1 - 7
Note:
Column 1: Most recent year total giving
Column 2: One year prior total giving
Column 3: Two years prior total giving
Column 4: Variance from one year prior to most recent
Column 5: % change from one year prior to most recent
Column 6: Variance from two years prior to one year prior
Column 7: % change from two years prior to one year prior