Reports and Deposits
How-to guides and troubleshooting for Reports and Deposits.
- Prepaid usage summary versus debit detail
- Pledge installments in deposit reports
- Permission to create custom reports
- Phone numbers in Should Be Donors exports
- Pending and authorized gifts versus subscription usage
- Payment types and per-transaction fees across products
- Paid Name cannot recover an omitted surname
- One deposit report covering donations and Events
- Payment type in donation exports
- Moving a gift instead of duplicating it
- Offline gift exports do not identify every uploader
- Moving Events to a dedicated Stripe account
- Monthly unique donors versus dashboard donation chart
- Monthly accounting summary
- Meaning of landing page tiered campaign ID
- Locate a registration across events
- Interpret Paid and Amount Paid in tracking-link reports
- Manage deposits, reconciliation, banking, and payout schedules
- Interpret recurring duration in online-giving exports
- Identify the bank account receiving event payments
- Include the next scheduled payment date
- Include In Honor Of in a campaign report
- Identify monthly recurring gifts in a report
- Identify a Stripe account for ownership questions
- Historical responses after removing a form question
- Giving and event form abandonment reporting
- Gift report deposit ID column
- Full fixed commitment versus installment amount
- Find recurring gifts with expired payment cards
- Fee rows versus fee columns