Performance for Donation Forms

Recurring gift upsell is only available for Standard Donation Forms. Its data includes the projected recurring gift total and the number of donors who converted from one-time gifts. You can enable it on all forms at once or just specific forms.

View the total amount raised, average gift amount, and total number of gifts received through all your donation forms over a selected time. You can filter by gift type.

Tip: To view this data for a specific form, select the form under Recently Accessed or All donation forms.

The gifts display shortly after the donation is processed through a donation form. Donor cover fees are included in the gift amounts. For more information, see Fee Coverage.

Changes made to the donation after the initial transaction, such as a refund, are not reflected in the chart.

For recurring gifts, both the first recurring gift payment and all subsequent payments are included in the chart.

Tip: Select the ellipsis on the chart to view the chart in full screen, print it, or export it. You can export it as either an image file, which you can then embed in an application of your choice, or as a csv or Microsoft Excel (XLSX) file to report on data such as amount raised, average amounts, and total donations.

Tip: Select the ellipsis on the chart to view it in full screen, print it, or download it as an image to embed in other applications such as a csv, Microsoft Excel (XLSX) file, or PDF document.

Summary is an overview of key pieces of data:

• Contributions is the total donation amount of one-time gifts and the first payment of recurring gifts made during checkout.

• Conversion rate is the percentage of website visitors who make a donation on a donation form.

• The amount saved in transaction processing fees.

The Top performing forms includes donation forms with the highest total amount raised, number of transactions, and top gift amount per form.

To view and download a donation form's recent gifts, select the form from All donation forms. From Recent donations, you can:

• View donor information, gift amount and type, and date.

• Download the recent gifts in a CSV or Microsoft Excel (XLSX) format, by selecting the ellipsis in the upper-right corner.

Note: If you have Raiser's Edge NXT, you can also view whether the gift is approved in batch.

To view and download a donation form's referring URLs, select the form from All donation forms. From Referral visits summary, you can:

• View the URL of the webpage the donor is on prior to the donation form, under Referrer.

• View the number of page views.

• View the number of donations (one-time gifts and recurring gifts first payments only).

• View the donation amount (one-time gifts and recurring gifts first payments only).

• Download the summary in a CSV or Microsoft Excel (XLSX) format, by selecting the ellipsis in the upper-right corner.