Donation form reports

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Hello,

How do I pull a donation report that shows the donor information and what campaign/donation form a pledge/donation was made to?

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  • Hi Amber,

    you can see that information in the Donations by transaction report when you download the report (the onscreen version of that report does not contain all of the columns of data that will be included in the downloaded version).

    Navigate to:

    Fundraising -->> Donation Management, then click on the "Donation Reports" tab.  choose the "donations by transaction report" in the drop down and click go.  When you are done moving through the steps to configure the report, on the final step you will be able to click "submit" to run the report.  The report will "queued" and when it has finished running you will see a "download" link next to the report.  click to download the report and in Column P you will see the donation campaign name and in column Q you will see the donation form name.

    update this post if we can provide more info here.

    Adam

  • Adam Lemmon:

    Hi Amber,

    you can see that information in the Donations by transaction report when you download the report (the onscreen version of that report does not contain all of the columns of data that will be included in the downloaded version).

    Navigate to:

    Fundraising -->> Donation Management, then click on the "Donation Reports" tab.  choose the "donations by transaction report" in the drop down and click go.  When you are done moving through the steps to configure the report, on the final step you will be able to click "submit" to run the report.  The report will "queued" and when it has finished running you will see a "download" link next to the report.  click to download the report and in Column P you will see the donation campaign name and in column Q you will see the donation form name.

    update this post if we can provide more info here.

    Adam

    Hi, I have a similar question. i would like to know the quickest way to see how much money has come through one donation form, but I canno tseem to find much on the topic. Can you help?

     

  • Erik Leaver
    Erik Leaver Blackbaud Employee
    Ancient Membership 250 Likes 100 Comments Photogenic

    Lucas Metherall:

    Adam Lemmon:

    Hi Amber,

    you can see that information in the Donations by transaction report when you download the report (the onscreen version of that report does not contain all of the columns of data that will be included in the downloaded version).

    Navigate to:

    Fundraising -->> Donation Management, then click on the "Donation Reports" tab.  choose the "donations by transaction report" in the drop down and click go.  When you are done moving through the steps to configure the report, on the final step you will be able to click "submit" to run the report.  The report will "queued" and when it has finished running you will see a "download" link next to the report.  click to download the report and in Column P you will see the donation campaign name and in column Q you will see the donation form name.

    update this post if we can provide more info here.

    Adam

    Hi, I have a similar question. i would like to know the quickest way to see how much money has come through one donation form, but I canno tseem to find much on the topic. Can you help?

     

     

    Hi,


    You can find donations given to a specific donation form by going to Fundraising -> Donation Management -> Donation Reports and selecting "donations by form". 


    Here's the help file for Donations by Form Report: https://www.blackbaud.com/files/support/helpfiles/luminate-online/help/luminateonline.html#../Subsystems/Reports/Content/Concepts/Admin_Online_Giving_Management_Reports_ForDonations_ByForm_Overview.html?TocPath=Reports|Donation%20Reports%20in%20the%20Donation%20Module|Donations%20By%20Form%20Report|_____0


    Good luck!

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