Donations by Form Report

Use the Donations by Form report to compare the success of forms and campaigns by total funds, number of transactions, and percentage of campaign transactions. Compare standard forms with API forms.

Output of the Donations by Form report

Run this report

  1. In Fundraising, Donation Management, select the Donation Reports tab.

  2. From the drop-down, select Donations by Form and Go.

  3. Choose a security category. All security categories includes all donation forms and campaigns. Specific categories filter forms and campaigns to those within that security category. Select Next.

  4. Choose filtering options to limit results.

    Tip: For large datasets, use date filters to limit results instead of selecting "All Dates."

  5. Review the summary, optionally label your report, then select Submit Report.

  6. While running, the report shows a Queued status. Select Refresh Report List to update the page. When complete, select View, Print, Download, or Delete.