Give Reporting

To access the Give reports below, from CSRconnect Admin Portal, Admin tools, select Reporting, Standard Reports, Give.

You can give a role access to specific standard reports, or you can allow access to all standard reports using the Can access All Reports permission.

Note: Standard reports are updated every four hours.

Tip: Setting a smaller date range and using filters will allow for a faster download.

Incentive Transaction Report

Incentives are used to match employee's volunteer time or to reward employees for some type of activity that deserves a company match, for example acting as a Campaign Champion during the Fall Giving Campaign. This export reports details on redeemed and eligible Incentives. It includes employee information, incentive redemption information, status, and transaction IDs.

This report validates the Incentive Management Panel and allows Admins to capture their participation in all Incentive Programs.

A comprehensive list of report fields and definitions is available for the Incentive Transaction Report.

All Giving Report

The All Giving Report (AGR) is a comprehensive transaction report that delivers information on donations once they are created. This report includes employee information, donation details, charity information, and breaks a donation down by amount scheduled to process as well as the remaining during the set date range.

Common use cases / questions answered:

  • How many recurring payroll donations have our users scheduled for this year?

  • How many payroll donations were created this month?

The All Giving Report is one of the most popular standard reports. There are several options available for filtering the AGR report and include:

  • Date Range

  • Donation Type

  • Check Status

  • Grant Status

The AGR also allows for targeted reporting using fields such as Charity ID, Employee ID, Transaction ID and many more.

A comprehensive list of report fields and definitions is available for the new All Giving Report.

This is the best report if you are looking for a granular view into all transactions in your community and need to tie the information to check numbers.

Transactions on Hold Report

A comprehensive list of report fields and definitions is available for the Transactions on Hold Report.

Tip: Transactions appear in the Transactions on Hold report once they have a true hold applied to them. For most hold reasons, that happens before a disbursement attempt is made. For stale checks, this happens when the check is voided.

Engagement Element Summary Report

For use with Standard Give Engagement Elements (EEs). This report gives summary detail for each active EE and includes by EE name details on donations raised and charity information.

Common use cases / questions answered:

  • How much did we raise in disaster relief for our recent Give EE?

To view participation details for disaster relief or focused giving campaigns run through EE's.

Tip: This report only pulls donation information for charities that give to the charity through the EE. It will not pull donations made for the same charity through the year-round or giving campaign cart flow.

Peer to Peer Fundraiser Summary

For use with our Peer to Peer Fundraiser feature, Admins can pull a summary of information for each Peer to Peer Fundraiser in a given date range. It includes Fundraiser details, dollars raised, creator information, and charity information. This report also allows you to view summary details on internal vs. external donors.

Common Use Cases / Questions Answered:

  • How can I see all of the active fundraisers in my community?

  • We are running a competition next month, how can I view fundraiser information to determine the winners?

A comprehensive list of report fields and definitions is available for the Peer to Peer Fundraiser Summary.

Peer to Peer Fundraiser Details

For use with our Peer to Peer Fundraiser feature, admins can view transactional detail about every donation given to a fundraiser, including internal vs. external details.

This is the only report that will break down who external donors are, so this report is often used to tell the full story of a fundraiser.

A comprehensive list of report fields and definitions is available for the Peer to Peer Fundraiser Details.

Cause Card Report

This report allows you to view all Cause Cards that have been issued OR redeemed in a set date range. It includes employee information, cause card program details, issued and redeemed dates, and charity information.

Admins find this report helpful when measuring ROI for various cause card programs within their CSR program.

A comprehensive list of report fields and definitions is available for the Cause Card Report.

Pledge Report

Filters:

  • By Pledge Create Date: This will include transactions that were created during the time period selected

  • By Pledge Effective Date: This will include transactions that were created, as well as transactions that were active. If a payroll pledge was created last year and never canceled, it will appear in your data.

A comprehensive list of report fields and definitions is available for the Pledge Report.

Record a Fundraiser Report

Admins managing fundraisers recorded through our Record a Fundraiser (RAF) feature can pull a summary report of all fundraisers recorded. It includes the fundraiser organizers details, totals raised, and charity information.

Record a Fundraiser Participants

For use with our Record a Fundraiser (RAF) feature, this report includes transactional detail about each participant that was added to a fundraiser. It includes fundraiser details, participant details, donation amounts, and charity information.

Match Program Report

Admins can pull detailed information for all Match Programs.

A comprehensive list of report fields and definitions are available for the Match Program Report.