Reporting Optimization for Multi-Split Giving

Schools can allow donors to support 1-99 designations within a single transactions. Depending on how many designations you allow, it's important to choose the correct option set yourself up for easy reporting. 

To start, head to Online Giving > Reporting > Custom Reports.

Option 1: Designations as Columns

Do not use Option 1 if you allow donors to support more than 5 designations in a single transaction.

The Gift Row Report custom report option will pull in the donor’s information into one row, with the different designations indicated in their own column. 

For this option, include any columns you’d like to export in the donation report and be sure to include the following columns: 

• designation_name_1

• designation_backend_1

• designation_amount_1

Repeating the addition of these columns up until designation_amount_5.

Important notes for Gift Row Reports with multi-split designations

• To ensure a Gift Row Report displays every split designation, include all 15 multi-split columns in your custom report:

  • designation_name_1, designation_name_2, designation_name_3, designation_name_4, designation_name_5
  • designation_backend_1, designation_backend_2, designation_backend_3, designation_backend_4, designation_backend_5
  • designation_amount_1, designation_amount_2, designation_amount_3, designation_amount_4, designation_amount_5

• Adding only the _1 variant for each field (for example, designation_name_1 without designation_name_2 through _5) will omit additional designations. Each designation slot requires its set of three columns (name, backend, and amount) to return values.

• Do not use the legacy fields designation_writein or designation_writein2 for multi-split gifts. Instead, the corresponding designation_name_N field will include the donor’s write-in text along with the fund name.

• If a gift contains only one designation, expect values only in designation_name_1, designation_backend_1, and designation_amount_1; all additional columns will remain blank.

Option 2: Designations As Rows

Option 2 is required to successfully report on more than 5 designations in a single transaction.

The Designation Row Report option allows you to build a report that exports each designation as its own row. 

When adding columns to this report, ensure you include the designation column.

For example, if the GiveCampus Gopher made a gift to Scholarships and Athletics, you'd see the GiveCampus Gopher displayed in two different rows, with all the same information (email, constituent ID, address, etc.) aside from the designations and donation amount.

Using Your New Reports

With your newly built Custom Report, you can export data using it through your reporting section, with the new report as a dropdown option.

To learn more about how to manage your custom reports, check out our Creating Custom Reports article.