Choose gift reports and export donations without double counting

How to use

Choose the report whose scope matches the question: school or campaign/form donations, recurring payments, recurring subscriptions, pledge commitments/payments, memberships, advocacy, tracking links, or deposits. For school-level exports, apply the intended date range and date field. Ordinary campaign exports do not pass that date filter; filter the exported gift-date column or use a date-scoped school export narrowed to the campaign. Review inclusion settings before exporting.

Important distinctions

Donation reports offer separate options for expanded output, failed contributions, recurring contributions, installments-only, pledge/membership reporting, custom columns, and date column. These can materially change the output.

Some reports download directly; others are queued for email to the requesting user. The queued flow displays a ten-minute retry instruction, not a guarantee that every report finishes in ten minutes.

Troubleshooting

Record report name, date field/range, filters, custom report, and whether commitments and installments are included. Do not add recurring/pledge commitment totals to their underlying payments as though both represent separate money received. For an unexpected export, compare a small known set of gift IDs first.