All Giving Report

The All Giving Report is located in the CSRconnect Admin Portal. From Admin tools, navigate to Reporting, 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.
Invoice Created Date Displays the date the invoice was created.

The Select Invoice Number filter allows filtering by invoice number to view transaction details associated with a specific invoice.

Note: We limit invoice numbers listed to those created within the past two years.

Refer to All Giving Report (AGR) Donation Statuses for donation status definitions.

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 Blackbaud Verified Network.
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 Entities (NTEE) code or the respective country's charity classification system
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 HR data.
External Employee ID 2 Column data is from client HR data.
Payroll Employee Id Column data is from client HR data.
Affiliate Employee Id Column data is from client HR data.
Employee First Name

Employee’s first name

Column data is from client HR data.
Employee Last Name

Employee’s last name

Column data is from client HR data.
Employee Email

Employee’s email address

Column data is from client HR data.
Employee Status Active

True/False - Identifies whether this is a current employee

  • If active, TRUE

  • If inactive, FALSE

Column data is from client HR data.
Employee Segment Name

If an employee belongs to a segment, the segment name appears here.

  • Column data is from client HR data.

  • If there is no segmentation, this field is blank.
Employee Work Address1

Employee’s work address

Column data is from client HR data.
Employee Work Address2

Employee’s work address (continued)

Column data is from client HR data.
Employee Work City

City where employee works

Column data is from client HR data.
Employee Work State

State where employee works

Column data is from client HR data.
Employee Work Postal Code

Postal code for employee’s work location

Column data is from client HR data.
Employee Work Country

Country where employee works

Column data is from client HR data.
Employee Region Column data is from client HR data.
Employee Market Column data is from client HR data.
Employee Business Unit Column data is from client HR data.
Employee Division Column data is from client HR data.
Employee Type Column data is from client HR data.
Employee Type Code Column data is from client HR data.
Employee Sub Company Long Code Column data is from client HR data.
Employee Pay Periods Column data is from client HR data.
Employee Pay Currency Code Column data is from client HR data.
Employee Manager Id Column data is from client HR data.
Employee Manager Name Column data is from client HR data.
Employee Payroll Center Column data is from client HR data.
Employee Position Data is from the PositionTitle column in client HR data.
Employee Department Name Name of the employee's department
Employee Job Code Column data is from client HR data.
Employee Shift Code Column data is from client HR data.
Employee Status Column data is from client HR data.
Employee Site Code Column data is from client HR data.
Employee Fulltime Code Column data is from client HR data.
Employee Custom 1 Column data is from client HR data.
Employee Custom 2 Column data is from client HR data.
Employee Custom 3 Column data is from client HR data.
Employee Custom Fields 1 Column data is from client HR data.
Employee Custom Fields 2 Column data is from client HR data.
Employee Custom Fields 3 Column data is from client HR data.
Employee Custom Fields 4 Column data is from client HR data.
Employee Custom Fields 5 Column data is from client HR data.
Employee Custom Fields 6 Column data is from client HR data.
Employee Custom Fields 7 Column data is from client HR data.
Employee Custom Fields 8 Column data is from client HR data.
Employee Custom Fields 9 Column data is from client HR data.
Employee Custom Fields 10 Column data is from client HR data.
Employee Custom Fields 11 Column data is from client HR data.
Employee Custom Fields 12 Column data is from client HR data.
Employee Custom Fields 13 Column data is from client HR data.
Employee Custom Fields 14 Column data is from client HR 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.
Invoice Number Number assigned to the invoice
Invoice Status Status of the invoice
Invoice Created Date Invoice creation date
Invoice Modified Date Date the invoice was modified or updated