Reporting on Different Donation Types

Donation Types include: 

  1. DONATION
  2. PLEDGE
  3. PLEDGE PAYMENT
  4. MATCH PLEDGE

Reporting on Donations

To limit your report results to certain types of donations, use the Donation Type search field found under the Donation category

donation_type_options.png

For example, you can run a Donation Detail Report with the following search criteria to capture only Donations and Pledge Payments: "Donation Type is In Range Of DONATION or PLEDGE PAYMENT"

in_range_of_donation_and_pledge.png

Save your Changes to see a summary. 

edit_columns.png

You can Edit the Output Columns to add "Donation Type" field as a column in your report results. 

Donation_Type.png

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk