All Giving Report

The All Giving Report is located in the CSRconnect Admin Portal. On the Report menu, navigate to Standard Reports, Give, All Giving Report.

All Giving Report filters

You can pull the report using the following filters:

Date type filter	Filter logic
Donation Date	Can be pulled for a maximum of one year at a time. Credit cards are listed by their donation date, which is the date that the credit card donation was entered into CSRconnect. Credit card matches are listed by their original donation date, which is the date that the match was requested in CSRconnect. Cause cards are listed by their donation date, which is when the cause card was redeemed in CSRconnect. Offline donations are listed by their original donation date, which is the date that the donor made the donation outside of CSRconnect. Offline matches are listed by their donation created date, which is the date that the offline match was requested in CSRconnect. Incentives are listed by their redemption date. If an incentive program requires approval, CSRconnect generates the donation date upon approval. Volunteer grants are listed by their donation date, which is the date that the volunteer grant was requested in CSRconnect. Payroll is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction. Payroll match is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction.
Transaction Created Date	Displays when the transaction was created in the system. Credit cards are listed by their donation date, which is the date that the credit card donation was entered into CSRconnect. Credit card matches are listed by the date the match was requested, approved, or resubmitted. Cause cards are listed by their donation date, which is when the cause card is redeemed in CSRconnect. Offline donations are listed by their donation date, which is the date when the donation was entered into CSRconnect. Offline matches are listed by the date the match was requested, approved, or resubmitted. Incentives are listed by their redemption date. If an incentive program requires approval, CSRconnect generates the donation date upon approval. Volunteer grants are listed by the date the match was requested, approved, or resubmitted. Payroll is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction. Payroll match is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction.
Transaction Modified Date	Displays when the transaction is modified in the system, for example, donation status.
Reward Status Change Date	Can be pulled for a maximum of one year at a time. Credit cards are listed by their donation date, which is the date that the credit card donation was entered into CSRconnect. Credit card matches are listed by the date the match was requested, approved, or resubmitted. Cause cards are listed by their redemption date. (includes PACmatch cause car Offline donations are listed by their original donation date, which is the date that the donor made the donation outside of CSRconnect. Offline matches are listed by the date the match was requested, approved, or resubmitted. Incentives are listed by their redemption date. Volunteer grants are listed by the date the match was requested, approved, or resubmitted. Payroll is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction. Payroll match is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction.
Payment Created Date	Displays the date when a payment (check or ACH number) was created.
Payment Cashed Date	Displays the date when a check was cashed, or when an ACH or wire transfer was received into an account.

All Giving Report columns

The following columns are available within the All Giving Report (AGR):

Term	Definition
Transaction Id	Donation ID/Transaction ID
Original Transaction Id	Original donation ID/Transaction ID
Cart ID	If you have a donation type of Payroll or Payroll Match, we use Pledge Cart ID that comes from the payroll pledge. All other instances are the Cart ID located on the donation. This is the Cart ID generated during checkout.
Transaction Type	Donation type
Gift Type	Displays the external organization code (only applies to offline donations)
Transaction Status	Displays the donation status. Applicable statuses include: Unsuccessful Processed Applied ProcessingNotInvoiced ProcessingInvoiced TobeDisbursed Disbursed Deposited Hold Recorded FundrasingRecordToBeDecided Reissued Reissue Requested Ready To Reissue Hold(Not Funded) Refund Denied NotAvailable/Cancelled Re-Submit Charged Refund Requested Funded Returned Pending
Transaction Amount USD	Donation amount in U.S. dollars (USD)
Transaction Amount in Local Currency	Donation amount in local currency
Transaction Local Currency Code	Donation local currency code
Donation Date	Date the user recorded the donation in the platform. For payroll purposes, this date varies for recurring donations based on Payroll Compare.
Transaction Created Date	Date the user recorded the donation in the platform. -OR- Date when Payroll Compare created the donation.
Transaction Modified Date	Date the donation was modified or updated.
Transaction Processing Partner	Processing Partner tied to a charity
Original Donation Amount	Donation amount For offline donations, this is the amount recorded. All amounts shown are in USD.
Original Donation Date	For offline donations, this is the original donation date entered by the user rather than the date recorded in the application.
Authorization Code	Transaction ID received from our partners
Charity Support Fee USD	Charity support fee in USD
Charity Support Fee Covered USD	Charity support fee covered in USD
Processor Fee USD	Processor fee in USD
Processor Fee Covered USD	Processor fee covered in USD
Total Fee USD	Total fee in USD
Total Fee Covered USD	Total fee covered in USD
Net Amount USD	Net amount in USD Net Amount USD includes the total/aggregate of any Charity Support Fees + Processor Fees that have been deducted from the transaction amount.
Net Amount Local Currency Code	Net amount local currency code Reflects the currency in which the donations were made.
Net Amount Local Currency	Net amount local currency
Payroll Program ID	ID from the payroll program tied to the pledge
Payroll Pledge Id	The system-generated ID (only applies to Payroll)
Is Payroll Pledge Active	Indicates whether the payroll pledge is active in the system.
Is Payroll Pledge One Time	Will the system only withdraw the payroll pledge one time?
Payroll Pledge Amount USD	Payroll pledge amount in USD
Payroll Pledge Amount Local Currency	Payroll pledge amount in local currency
Payroll Pledge Amount Local Currency Code	Local currency code for payroll pledge amount
Payroll Pledge Created Date	Payroll pledge creation date
Payroll Pledge Modified Date	Date the payroll pledge was modified
Reward Request ID	When the donation type is: An incentive, the Incentive ID appears A Cause Card, the Cause Card ID appears Any other reward (ex. - match), the Grant Request ID appears
Reward Request Status	When the reward is: An incentive, the Incentive status appears. A Cause Card or PAC Match, “Issued” or “Redeemed” appears. Any other reward (ex. - match), the Grant Request status appears
Reward Amount USD	Reward amount in USD
Reward Amount Local Currency	Reward amount in local currency
Reward Amount Local Currency Code	Local currency code for reward amount
Reward Status Change Date	When the reward is: An incentive, the Redeemed Date appears. A redeemed Cause Card or PAC Match, the status update date appears. Issued dates will not appear here. Any other reward (ex. - match), the Grant Status Change Date appears when the reward was approved, denied, or resubmitted
Reward Submitted Date	When the reward is: An incentive, the Created Date appears. A Cause Card or PAC Match, the Issued Date appears. Any other reward (ex. - match), the Grant Request Created Date appears (date the reward is entered in the application).
Match Program ID	Legacy Match program ID
Disbursement ID	Payment Disbursement ID (from Processing Tool)
Unique ID	Unique ID created per transaction ID as it ties to the Disbursement (from Processing Tool)
Payment Id	Payment ID (from Processing Tool) Note: This is separate from check number.
Payment Number	Check number (from Processing Tool)
Payment Charity Id	Charity ID
Payment Status	Check status Applicable statuses include: Pending Deposited Refund In-Transit Voided
Payment Created Date	Check or ACH number created date
Payment Updated Date	Check or ACH modified date. This includes when a check is deposited, voided, or other status changes occur tied to the payment.
Payment Type	Form of payment sent: Check ACH Wire
Payment Cashed Date	Date when the check or ACH cleared/was deposited
Payment Amount	Check or ACH amount in USD
Payment Aging in Days	Number of days since the check or ACH’s creation date
Original Payment Number	Original check or ACH number
Original Payment Amount	Original check or ACH amount
Original Payment Created Date	Original check or ACH date
Original Payment Status	Original check or ACH status Applicable statuses include: Pending Deposited Refund In-Transit Voided
Original Payment Updated Date	Date the original check or ACH was updated
Stranded Fund Redirection Status	Was this transaction set to be redirected (but not yet disbursed to the new charity), redirected, reissued, or was no action taken? Applicable statuses include: Set To Be Redirected Redirected Reissued No Action
Stranded Fund Automation Status	If redirected, did the automation or user redirect this transaction? Applicable statuses include: Automation User No Action
Stranded Funds Modified Date	Date of redirect/reissue Date shown only if action taken. If there was no action taken yet, this field is blank.
Transaction Source Id	Identification number for each transaction source Applicable numbers include: 1 - Payroll 2 - CreditCard 3 - Offline 4 - PayrollMatch 4 - OfflineMatch 4 - VolMatch 4 - CCMatch 5 - Incentive 6 - CauseCard 7 - PACMatch
Transaction Source type	Type of transaction source Applicable transactions include: For payroll - Payroll For credit card - CreditCard For offline - Offline For grant - PayrollMatch For grant - OfflineMatch For grant - VolMatch For grant - CCMatch For incentive - Incentive For Cause Card - CauseCard For PACmatch - PACMatch
Transaction Source Name	Name of the transaction source Applicable names include: For payroll - Payroll project name For credit card/offline transaction Associated giving campaign name If there is no campaign, then charity page name For a match - Grant project name For an incentive - Incentive program name For a Cause Card / PAC Match - Cause card project name
Transaction Medium Type	Method used to conduct the transaction Applicable types listed include: For fundraisers - “Fundraiser” For an Engagement Element (EE) - “Engagement Element” For a giving campaign - “Giving Campaign” For an incentive - Name of the incentive's page For a Cause Card and/or PAC Match - Name of the Cause Card page For any other method not listed above - Name of the charity page
Transaction Medium Id	ID for the method used to conduct the transaction Applicable IDs listed include: For fundraising - the fundraiser’s ID For an EE - the EE’s ID For a campaign - the campaign ID For an incentive - the incentive program’s ID For Cause Card and/or PAC Match - the Cause Card Program ID For any other method not listed above - the charity’s ID
Transaction Medium Name	Name for the method used to conduct the transaction Applicable names listed include: For fundraising - the fundraiser’s name For an EE - the EE’s name For a campaign - the campaign name For an incentive - the incentive program’s name For Cause Card and/or PAC Match - the Cause Card program’s name For all others - the charity’s name
Incentive Rule Name	Name of the incentive rule
Charity Id	Charity’s ID
Charity Registration ID	Charity’s registration ID
Charity Name	Charity/organization's name
Designation	The user's designation/directions included when they made their donation/pledge.
Charity Address	Charity’s address Column data is from NPOconnect.
Charity City	Charity’s city
Charity State	Charity’s state
Charity Postal Code	Charity’s postal code
Charity Country	Charity’s country code
Charity Category	Charity’s category based off of the National Taxonomy of Exempt Entitites (NTEE) code
Charity NTEE Code	Charity’s National Taxonomy of Exempt Entities (NTEE) code Used by governmental and regulatory agencies to classify nonprofit organizations, grants, and grant recipients. Note: NTEE codes only apply to U.S. organizations.
Donation Verified by Charity Admin	True/False - The original donation was verified by a charity admin.
Is Parent Charity	Identifies whether this is the parent charity.
Parent Charity Id	Parent Charity ID If there is no parent, this field is blank. If this is the parent charity, the ID is repeated here.
Parent Charity Registration ID	Parent Charity Registration ID If there is no parent, this field is blank. If this is the parent charity, the registration ID is repeated here.
Parent Charity Name	Parent charity’s name If there is no parent, this field is blank. If this is the parent charity, the name is repeated here.
Parent Charity Country	Parent charity’s country If there is no parent, this field is blank. If this is the parent charity’s country, the country is repeated here.
External Employee Id	Column data is from client data.
External Employee ID 2	Column data is from client data.
Payroll Employee Id	Column data is from client data.
Affiliate Employee Id	Column data is from client data.
Employee First Name	Employee’s first name Column data is from client data.
Employee Last Name	Employee’s last name Column data is from client data.
Employee Email	Employee’s email address Column data is from client data.
Employee Status Active	True/False - Identifies whether this is a current employee If active, TRUE If inactive, FALSE Column data is from client data.
Employee Segment Name	If an employee belongs to a segment, the segment name appears here. Column data is from client data. If there is no segmentation, this field is blank.
Employee Work Address1	Employee’s work address Column data is from client data.
Employee Work Address2	Employee’s work address (continued) Column data is from client data.
Employee Work City	City where employee works Column data is from client data.
Employee Work State	State where employee works Column data is from client data.
Employee Work Postal Code	Postal code for employee’s work location Column data is from client data.
Employee Work Country	Country where employee works Column data is from client data.
Employee Region	Column data is from client data.
Employee Market	Column data is from client data.
Employee Business Unit	Column data is from client data.
Employee Division	Column data is from client data.
Employee Type	Column data is from client data.
Employee Type Code	Column data is from client data.
Employee Sub Company Long Code	Column data is from client data.
Employee Pay Periods	Column data is from client data.
Employee Pay Currency Code	Column data is from client data.
Employee Manager Id	Column data is from client data.
Employee Manager Name	Column data is from client data.
Employee Custom 1	Column data is from client data.
Employee Custom 2	Column data is from client data.
Employee Custom 3	Column data is from client data.
Employee Custom Fields 1	Column data is from client data.
Employee Custom Fields 2	Column data is from client data.
Employee Custom Fields 3	Column data is from client data.
Employee Custom Fields 4	Column data is from client data.
Employee Custom Fields 5	Column data is from client data.
Employee Custom Fields 6	Column data is from client data.
Employee Custom Fields 7	Column data is from client data.
Employee Custom Fields 8	Column data is from client data.
Employee Custom Fields 9	Column data is from client data.
Employee Custom Fields 10	Column data is from client data.
Employee Custom Fields 11	Column data is from client data.
Employee Custom Fields 12	Column data is from client data.
Employee Custom Fields 13	Column data is from client data.
Employee Custom Fields 14	Column data is from client data.
Employee Residence Country Code	Employee's country of residence Column can be null if the codes have not yet been submitted or the employee's residence is outside of the US or Canada.
Employee Residence State Code	Employee's state of residence Column can be null if the codes have not yet been submitted or the employee's residence is outside of the US or Canada.