Report Writer - Single and Sustaining Gifts in a Single Report?

Alex Russell

I've used both Report Writer and the Donation Reports under the Fundraising > Donation Management tab. I personally prefer Report Writer and would love to use it for all reports, but I was wondering - is there a way to include Single and Sustaining Donations in the same report? We recently had a campaign that spanned more than a month, so there are some donors that have donated twice to the same campaign by becoming a sustaining donor in the first week. My current report configuration does not pull both of those donations in the same report. 

Hilary Engelbrecht 2

Alex Jays:

I've used both Report Writer and the Donation Reports under the Fundraising > Donation Management tab. I personally prefer Report Writer and would love to use it for all reports, but I was wondering - is there a way to include Single and Sustaining Donations in the same report? We recently had a campaign that spanned more than a month, so there are some donors that have donated twice to the same campaign by becoming a sustaining donor in the first week. My current report configuration does not pull both of those donations in the same report. 

Hi Alex, 


In Report Writer, create a new transaction details report. Include in the report "Transaction Type." In your filters, you want to do a filter for "Valued Transaction" and then "Transaction Type". Then you can select the transactions you want. 


Hope this helps!

Hilary