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Donation Detail Summary Report

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The Donation Detail Summary report displays pledge information by program, campaign, and appeal including pledge amounts and outstanding pledges. This report has a detailed view which enables you to view pledge information itemized by order.

Use this report to view donations that have been made to one or more campaigns and the responses to appeals. This report can also help determine end-of-day donation balancing. You can also use the detailed view of the report to examine current outstanding pledges to follow up with customers.

Donation Detail Summary Report Criteria

The following table describes this report’s criteria:

Criteria Description
Campaigns Enables you to filter the report by campaign name.
You can enter the name of the campaign in the field or click  to search for the campaign. For more information, refer to The Find Campaigns Dialog Box.
Pledge Date Format Specifies the date to use for the report:
  • Date Range
  • Fiscal Year
  • Previous 7 Days – This does not include today.
  • Today
  • Yesterday 

    This is the date that the pledge should take effect.
Pledges From If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date.
Any value entered into this field will only apply if Date Range is selected from the 'Pledge Date Format' dropdown.
Enter a date or relative date into the field or click   or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
Pledges To If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date.
Any value entered into this field will only apply if Date Range is selected from the 'Pledge Date Format' dropdown.
Enter a date or relative date into the field or click   or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
Pledge Fiscal Year End Enables you to filter the report based on your organization's fiscal year.
Any value selected from the dropdown will only apply if Fiscal Year is selected from the 'Pledge Date Format' dropdown.
Transaction Date Format Specifies the date to use for the report:
  • Date Range
  • Fiscal Year
  • Previous 7 Days – This does not include today.
  • Today
  • Yesterday 

    This is the date that a payment was made or updated on a donation.
Transactions From If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date.
Any value entered into this field will only apply if Date Range is selected from the 'Transaction Date Format' dropdown.
Enter a date or relative date into the field or click   or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
Transactions To If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date.
Any value entered into this field will only apply if Date Range is selected from the 'Transaction Date Format' dropdown.
Enter a date or relative date into the field or click   or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
Transaction Fiscal Year End Enables you to filter the report based on your organization's fiscal year.
Any value selected from the dropdown will only apply if Fiscal Year is selected from the 'Transaction Date Format' dropdown.
Show Detail? Enables you to view donation information itemized by the order. The order information displayed includes the order number and customer information, pledge amount and transaction and pledge dates.

Donation Detail Summary Report Output

The following images illustrate sample reports.

Donation Detail Summary Results (With Details)

Information
Those pledges that fall within the pledge date range or transaction date range are displayed in the report.

The following table describes the report’s output:

Column Description
Order # The order on which the donation was made. Click the link to view the order details.
This column only displays if you are viewing the detailed report. Links will not function if you e-mail or download the HTML version of the report.
Customer # The customer number associated with the donation. Click the link to view the customer’s details.
This column only displays if you are viewing the detailed report. Links will not function if you e-mail or download the HTML version of the report.
Customer Name The name of the customer associated with the donation.
This column only displays if you are viewing the detailed report.
Trans. Date The date on which a payment was created or updated on the donation.
This column only displays if you are viewing the detailed report.
Pledge Date The pledge date of the donation.
This column only displays if you are viewing the detailed report.
Pledged Amount If you are viewing the detailed report, this is the amount pledged on the order. Otherwise, this is the total amount pledged to the appeal.
Pledges Received The payments made against the donation that fall within the selected transaction date range criteria. If you are viewing the detailed report, this is the amount received by order.
Current Outstanding Pledges The total pledge amount that currently remains outstanding. This total does not depend on the pledge or transaction date criteria you used to run the report, but only includes information applicable to those pledges displayed in the report.
For example, a pledge was made in July and payments were made against the pledge in July, August and September. If you ran this report for pledges and transactions made in July, the Gifts Received total would include only those payments received up until the end of July while the Current Outstanding Pledges would reflect any pledge amounts that remain outstanding up to the day you ran the report.
Pledge Count The total number of those pledges included in the report made to an appeal, campaign or program.
Pledge Avg. The average pledge amount of those pledges included in the report.
% of Target If targets were set, this displays the percentage of the target amount that has been pledged and paid. This percentage reflects the total pledges up until the day the report was run, regardless of the pledge and transaction dates you used to run the report.