Build donation, custom, recurring, advocacy, and tracking reports

Tags: product:online-giving intent:report intent:custom-report intent:export

Go to Online Giving > Reporting > Donations for donation and related recurring/pledge report options. Choose the date range and the correct date basis—such as pledge time versus capture time—before downloading. Include failed records only when the analysis calls for them.

Use Online Giving > Reporting > Custom Reports to control fields and reusable layouts. A designation-row report outputs one row for each split designation and amount; use it when a one-row-per-gift export would hide allocation detail. Other reporting pages include Advocacy, Top Supporters, and Unique Tracking Links when permitted. Campaign-level reports are also available inside Online Giving > Campaigns > [campaign] > Tracking & Analytics and the match/challenge or advocacy sections.

Large reports may be prepared asynchronously and sent by email instead of downloading immediately. Follow the fresh link while signed into the same authorized account.