Online Gift Analysis Report
This article provides steps to create a report that lists gifts and the status of that gift.
The Online Gift Analysis report enables you to filter for online gifts in a Scheduled, Suspended, Paused, and/or Cancelled state for Funds you select within your selected timeframe. You can sort the report results by Next Contribution, Last Name, Status, Frequency, or Amount. The Online Gift Analysis report is only available if your organization has Online Giving enabled. The Online Gift Analysis report lists information on active gifts; it does not include fulfilled gifts. The timeframe filter uses the gift next scheduled date.
You can reconfigure and run the report, changing the filter settings to find the information you need, and the report results can be downloaded in multiple file formats.
Complete these steps to run an Online Gift Analysis report:
1. In Giving, select Reporting in the main menu.
2. Select the Online Gift Analysis report from the drop-down menu.
3. Select Fund(s) you wish include in the report.
4. Select the Gift Status(es): Scheduled, Suspended, Paused, and/or Cancelled.
5. Select the Report Timeframe or enter a Custom Date Range.
6. Select the attribute by which you want to Sort the results: Next Contribution, Last Name, Status, Frequency, or Amount.
7. Click the Run Report button.
Report Results
Results matching the selected filters within the timeframe are grouped by fund. The Gift Statuses and Total Gifts Balance are listed for each fund. The Donor Name, Contact email, Gift Status, Gift Information (date, frequency, and payment method), and Amount are listed for each online gift.
Reconfigure the Report
You can reconfigure and rerun the report as needed by updating selections in the Reconfigure Report card, and then clicking the Update Report icon.
Export the Report
Exporting the report allows you to print the report, save it to your computer, or otherwise use the report. To export an Online Gift Analysis report, click the download icon, and then choose the format type.
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