Reports and Deposits
How-to guides and troubleshooting for Reports and Deposits.
- Find the form appeal code in a custom gift report
- Find constituent IDs for gift - deposit reports
- Failed recurring report versus exhausted reminder history
- Export write-in designation answers
- Export tribute fields and donor stories from gift data
- Export incomplete or drop-off gifts
- Export matched constituent IDs and custom opt-in fields
- Exclude canceled - refunded event people from report
- Event transaction dates versus deposit report dates
- Event gifts with gift and constituent identifiers
- Events deposit-report access and fixed export fields
- Event identifier on additional donations
- Event gifts report does not identify exact entry point
- Download All Gifts and distinguish applied amounts from transactions
- Event custom-report email delivery is on demand
- Donor name, payment name, and form identifiers
- Distinguish recurring modification-date reports from subscription history
- Donors and CRM IDs by tracking link
- Distinguish pledge, capture and deposit dates in donation reports
- Distinguish recurring gift records, subscriptions, installments and donor counts
- Distinguish event gift from fee and archive paid donations
- Different bank destinations for Events and Online Giving
- Daily donations plus registration reconciliation
- Date_of_pledge does not identify a pledge gift
- Custom-report column changes save immediately
- Count donors with several affiliations
- Custom anonymous answers versus standard anonymity flag
- CRM identifiers in recurring gift exports
- Count active monthly recurring donors
- Count active monthly donors rather than subscriptions