Export matched constituent IDs and custom opt-in fields

For GiveCampus reporting.

Create a custom gift report for the completed campaign and appropriate gift dates. Add constituent_identifier, donor_name, payer_email and the available donor street/city/state/country columns; include the school custom field texting_opt_in if that is the report-column name used by the campaign. School/custom fields are selectable in the custom report builder, so the fixed campaign export is not the only option. Export and filter to the recorded affirmative opt-in values; do not infer consent from providing a phone number. Missing constituent IDs require matching and should remain unresolved rather than being replaced with gift IDs. Start with the KB custom-report instructions and build this report as the practice example; ask a Superadmin or Fundraising Superadmin to review your assigned role if a reporting control is missing, or seek help with field mapping, without assuming any particular staff availability.

Creating the custom report layout is included in Superadmin, Fundraising Superadmin, Gift Management Admin, Finance Admin, or School-Level Settings Admin. Running the Donations export is included in Superadmin, Fundraising Superadmin, Gift Management Admin, Finance Admin, or Reporting Admin. Reporting Admin alone does not create layouts, and School-Level Settings Admin alone does not run donation exports.