Gift Detail and Summary Report
Note: Don’t see this? Expect its wider release in a future update.
Tip: We're adding report features from database view to web view. To track details, see Reports to Web View.
The Gift Detail and Summary Report provides details about constituent giving a specific date range.
Report type
From the General tab, under Report type, you can select the type of report to generate:
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Summary — Include totals of gifts received for each campaign, fund, appeal, and constituency code from the Details tab.
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Detail — Include constituent name information with the detail version of the report.
Tip: For more information about options for this report, review Gift Types Tab, Columns Tab, and Format Tab.