Obtaining total donated to a specific donation form within a campaign?

Peter Graff 2 · December 2012

Hi, I have a Convio CMS page that links to four different donation forms (all contained within the same campaign). I'd like to access the total donated to each of the specific donation forms so the total raised so far is displayed with each form's link (see attached file for screenshot).

I was just told by Covio support that I can access the total donated to a campaign (by using the S15 tag), but not the total donated to a specifc form within a campaign. I'd prefer to keep all four donation forms in the same campaign (as does our accounting department), rather than creating four campaigns (and their respective donation forms from scratch).

Anyone know of any way around this? Surely, in 2012, there's a way that doesn't require me running a report for each donation form and manually updating my page in CMS?

Thanks,

Peter Graff

Kent Gilliam · December 2012

I'm pretty sure I've seen this done but I'll have to ask someone on my team and I don't think he's back till Wednesday. I'll see what I can find Monday morning.

Peter Graff 2 · January 2013

Kent Gilliam:
I'm pretty sure I've seen this done but I'll have to ask someone on my team and I don't think he's back till Wednesday. I'll see what I can find Monday morning.

Thanks Kent, I appreciate it. Would love a solution to this.

Lucas Metherall · April 2017

Kent Gilliam:

I'm pretty sure I've seen this done but I'll have to ask someone on my team and I don't think he's back till Wednesday. I'll see what I can find Monday morning.

Hi Kent, you have helped me before on a different issue, perhaps you can help me with a simple one related to the above: How do I get a report on a donation form? I am looking but not finding much literature on the topic. Any help woudl be appreciated, thanks!

Philip Nawrocki · April 2017

Hey Lucas,

Use Report Writer in Data Management.

Transactions -> Transactions Details

Pick your columns. I typicall use:

Net Transaction Amount

Original Value Transacted

Ledger Transaction Amount

Contact ID

RE Cons ID

Transaction Date

Billing First Name

Billing Last Name

Billing Email

Form ID

Form Title

Gives a good overview. There are plenty of fields to choose from.

On Step 5. Configure Filters, Create filter under Donation From and choose Form ID, then select the form(s) you want to report on. Make sure to save that filter otherwise it won't hold.

Create another filter under Valued Transaction and choose Create Date In Predefined Range and then I just use all dates. Save this filter.

Go through rest of steps.

Save the report and then go find what you named it and run it.

Should be all set.

Let me know how it goes.

Phil

Obtaining total donated to a specific donation form within a campaign?

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