About Donation Reports
The Donation service reports help you analyze data your online donations generated across activities (appeal, and through event or membership registrations). GiftTool provides many ready-to-use reports, each available in several report types and formats. For each report you can choose the activity type and the date range. How do I view Excel reports?
Report name | Provides information about |
Total Orders | This Excel Spreadsheet contains all information related to every donation transaction for the activity type and date range selected, including the answers to any questions, targeted giving program, and tribute information if collected. |
Question Details | If
you have included additional
questions in your appeal form, the responses to these
questions will be listed in this report. This report includes
donor comments made up until June 21, 2009. |
Tribute Details | If
you have included the In
Tribute section in your appeal form, the tribute
information collected will be included in this report, so that
your staff can handle the fulfillment of these acknowledgement
cards or emails. The system does not automatically
send an acknowledgement. |
eTax Receipt Details | A
listing of all Canadian eTax Receipts for donations made
during a specific date range. The date range specified relates
to the date that the donation was made (not the date that the
receipt was issued). The report will list both the donation
& issuance dates, and also lists the source of the
donation (appeal; batch import for offline donations; yearly
receipt for recurring donors; Pledge-a-thon donation; etc). |
Custom Orders Reports
| If
you have created one or more custom
order report(s) in the Account section that contains
donor information, these reports will also be accessible from
the Donation Reports page. |