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The Reports ⇒ Donation Sub-Menu
|Current Donor||Lists all donations for the currently selected donor (including the Descriptions), plus a summary by category.|
|Current Donor History||Shows how much the current donor has given in each year for which you have data in the database.|
|All Donations||Lists all donations with their categories, one of Sort by Name, Sort by Date or Sort by Amount. You are prompted for a range of dates to restrict this report to, and optionally a category. |
If you are displaying the donation Description field (as set in the Donations tab of Maintenance ⇒ Main Window Options), the option Sort by Date, with Description is also available. It adds in the donation description field, which is not present in the other three reports. If you want this report sorted in a different order, use the Sort button after the report is displayed.
If you are displaying the donation Eligible Amount field (as set in the Donations tab of Maintenance ⇒ Main Window Options), the option Sort by Date, All Fields is also available. It adds in the donation description, eligible amount, and advantage description fields. If you want this report sorted in a different order, use the Sort button after the report is displayed.
|Receipted||Lists all receipted donations, sorted by date then name.|
|Pre-Receipted||Lists all donations that are not eligible to be included in a receipt, because their Category is "Non-Receiptable" or starts with "NR " or ends with " NR", or their Cheque # / Paid By value is "Non-Receiptable" or "Pre-Receipted", or the donor's Category 1 or Category 2 value is "Non-Receiptable" or starts with "NR " or ends with " NR". Sorted by date then name. See Non-Receiptable Donors and Donations for more details.|
|Unreceipted||Lists all donations that have not yet received a receipt but could receive one, sorted by name then date. (It omits any donations that are Non-Receiptable, and thus listed in the previous report) This can be used to identify missed donations that should be receipted if you are using Receipt ⇒ Filtered Donors rather than Receipt ⇒ All Donors to issue the receipts. For Canadian users, also shows which donations are missing Descriptions needed on the receipts (for Gifts in Kind, or donations with Advantage). This same report can also be accessed through the menu option Receipt ⇒ Unreceipted Donations Report.|
Note: Between them, the previous three reports list all donations.
Summary by Date
|and Category||Gives a summary by category of all donations, subtotalled by date, for a specified range of dates. This might be used to help reconcile with your accounting program.|
|Summary by Category||Gives just a summary of all donations by their donation category. You may specify a range of dates to report on. This includes a count of the number of donations in each category, and the number of donors giving donations in each category. It also has a total at the bottom, labelled "Total Distinct Donors across all Categories", which is the total number of donors with donations. That is often different from the sum of the "# Donors" column that it appears underneath, because some donors may have given in more than one category, so if the "# Donors" column had simply been summed, some donors would have been counted twice.|
|Summary by Paid By||Like Summary by Category above, but it is summarized by the value in the Cheque # / Paid By field for the donations, not by their Category. If a cheque number is entered into the Cheque # / Paid By field, either "Check" or "Cheque" will be used as the value to summarize on, depending on your location, as set in Maintenance ⇒ Receipt Options.|
Summary by Dollar
|Ranges||Gives the counts and totals for the previous and current year of the donors whose total donations for that year are within certain dollar ranges, like $0.01 - $50, $50.01 - $100, etc. You are prompted for an optional donation category to restrict this report to. Also shows the percentages of each year's totals that the counts and totals in each group form. Note: Only dollar ranges for which there are donors whose total donations are within that range are shown on the report. The report can be filtered to restrict it by values of the Member/Envelope #'s, the two donor categories, or the six Other Info fields.|
|By Donor By Category||Lists totals of donations for each donor, by category of donation, for both the current and the previous year. You can drill-down on total fields for donations to see a detail report of the donations that make up that total.|
Details, One Page Per
|Donor||Similar to the actual receipts - lists all donation details (including the Descriptions), plus a summary by category, for each donor, one page per donor. Prompts for a range of dates of donations. This could be used (for instance) to hand out quarterly reports on givings to donors. See Statements and Receipts for further discussion of how this can be done using this report or the next one, or via mail merge if you want to change the format. This report can also be sent to donors who have email addresses by email - see Emailing Receipts and Statements for details.|
Category Totals, One
|Page per Donor||Lists totals by donation category, for each donor, one page per donor. Prompts for a range of dates of donations. This could be used (for instance) to hand out quarterly reports on givings to donors. See Statements and Receipts for further discussion of how this can be done using this report or the previous one, or via mail merge if you want to change the format. This report can also be sent to donors who have email addresses by email - see Emailing Receipts and Statements for details.|
Note: The three One Date reports (Details, Details with Member/Envelope # and Summary) that used to be on this sub-menu have been moved to the new Reports ⇒ One Date Donation sub-menu as of version 3.33, along with two new additional One Date reports.