Default Reports

Donations

• Fields Included: Donation ID, Donation Date, Donation Amount, Fund Name, Donation Pledge ID
• Report Details: This report is a detailed listing of donations. It is automatically sorted by ascending date and then by donor.

Donations by Fund

• Fields Included: Fund, Count, Internal (Internal Grants), External, Total
• Report Details: This report is a summarized listing of donations for the selected date range. It sorts the data by fund group and then by fund name. A combined total and subtotal for each group is included. 

Donations by Fund Type

• Fields Included: Fund Name, Donation ID (Count), Internal Amount (Sum), External Amount (Sum), Donation Amount (Sum)
• Report Details: This report is a summarized listing of donations. It sorts the data by fund restriction and then by fund name. A combined total and subtotal for each group is included.

Donations by Campaign

• Fields Included: Donation Event Event Date ID, Campaign, Amount
• Report Details: This report is a summarized listing of donations by campaign. This does not include invoices.

Memorial Donations

• Fields Included: Tribute, Donations, Amount
• Report Details: This report is a summarized listing of donations by tribute.

Advised Donations

• Fields Included: Donation ID, Donation Date, Donor Name, Donation Amount, Fund Name, Advisor Name, Donation Pledge ID
• Report Details: This report is a detailed list of donations with a Donation Advisor.

Donors

• Fields Included: Profile ID, Deceased, Type Of Profile, Name, First Name, Last Name, Work Name, Work Title, Steward Name, Count, Total, Max, Latest, First Date, Last Date, Years (potential for multiple columns), Salutation, Label, All Primary Address Fields, Do Not Mail/Email/Call, Primary Email, Primary Phone, Profile Types, Engagement Strategy, Anonymous, Philanthropic Interests, Org Roles
• Report Details:
  • This report brings together a wide range of information about a donor and summarizes it into one line per donor. 
  • This report includes donations, not invoices. Donations are attributed to whichever record the donation was processed under. A household and its members can all be on this report with their own giving.
    • Click Rollup House/Advisor button in the left-side menu to consolidate hard credit and advised donations by household.
  • Unlike other default reports, the Donors report can be saved and filtered.
  • All fields and calculations are affected by the filters that are added. For example, assume a donor made their very first gift in 2005 and then gave yearly after that. If this report is run for 2015 through 2020, the first gift would appear to come from 2015.

Donors by Fund

• Fields Included: Pledge ID, Created Date, Pledge Status, Name, Amount, Amount Paid, Cancel Amount
• Report Details: This report is a listing of all pledges. By default, it is sorted by Donor name.

Grants

• Fields Included: GrantID, SshipID, Date, Status, GranteeID, Grantee, Amount, Funded, Direct, Indirect, Fund, Description, Grant catalog, MasterGrantID, LegacyID
• Report Details: This report is a detailed listing of grants. It does not include grants that were created to pay scholarship awards.

Grants (nonscholarship)

• Fields Included: GrantID, SshipID, Date, Status, GranteeID, Grantee, Amount, Funded, Direct, Indirect, Fund, Description, Grant catalog, MasterGrantID, LegacyID 
• Report Details: This report is a detailed listing of grants for the selected date range. It excludes grants that were created to pay a scholarship award.

Grants by Fund

• Fields Included: Fund, Count, Internal, External, Non-Scholarship, Scholarship, Total
• Report Details: This report is a summarized listing of grants by fund for the selected date range. The funds are sorted by fund group then by fund name.

Grants by Fund Type

• Fields Included: Fund, Count, Internal, External, Non-Scholarship, Scholarship, Total
• Report Details: This report is a summarized listing of grants by fund for the selected date range. The funds are sorted by fund type then by fund name.

Grant Payments

• Fields Included: Grant ID, Payment Date, Voucher ID, Voucher Status, Grantee, Payment Amount, Fund Name, Description
• Report Details: This report is a detailed listing of dollars actually paid out for grants regardless of when the grants were awarded. 

Scholarships

• Fields Included: SshipId, Award Date, Status, Student, Amount, Deferred Date, Cancel Date, Cancel Amount, Terminated, Scholarship, Fund
• Report Details: This report is a listing of scholarships awarded for the selected date range.

Scholarships by Fund

• Fields Included: Fund, Count, Total  
• Report Details: This report is a summary of the scholarships awarded by fund for the selected date range. The funds are sorted and subtotaled by fund group and then by fund name. To see individual awards, the dollar amount link must be clicked.

Students

• Fields Included: StudentID, Student, Count, Amount, Cancel Amount 
• Report Details: This report is a summary of scholarships awarded by student for the selected date range.

School Payments

• Fields Included: VoucherID, Voucher Date, Voucher Status, GrantID, SshipID, GranteeID, Grantee, Student, Student Number, Amount, Fund, Description
• Report Details: This report is a detailed listing of payments for scholarships. 

School Summary

• Fields Included: GranteeID, Grantee, Amount
• Report Details: This report is a summarized listing of scholarship payments by grantee (scholarship payment recipient) for the selected date range.

Summary

• Fields Included: ID, Name, Date, Donors, New, Donations, Average, Internal, External, Grantees, Submitted, Rejected, Requested, Funded Direct, Funded Indirect, Total Funded, Percent Funded, Paid 
• Report Details: This report is an overview of all grant catalogs. This overview report includes links to various other reports. 
  • Click a grant catalog name to see an overview of that particular grant catalog. 
  • Click the number under Donors to view a donor report for that grant catalog and date range. 
  • Click the amount under the Donation Amount to view the donations that make up that amount. 
  • Click the amount under Total Funded to view a report showing the grants awarded.

Grantees

• Fields Included: ID, Grantee Name, New, Amount, Zipcode, Email, Phone
• Report Details: This report is a summarized list of all grants awarded by grantee, sorted by the grantee name. Click the plus sign next to the amount header to expand the amount based on the year, quarter, or month chosen.

Grantees by Fund

• Fields Included: Fund, Grantees, New Grantees, Amount
• Report Details: This report is a summarized listing of grant amounts and count of grantees by fund. It is sorted by fund group and then by fund name. Click on the number under Grantees to display the grantees for the grants from that fund.

Summary

• Fields Included: Fund Group, Fund Balance (CY), Fund Balance (LY), Donations (CY), Donations (LY), Grants (CY), Grants (LY)
• Report Details: This report displays donations, grants, and balances by fund group. The data can be viewed in a table or graphically.
• More information about this report can be found in Funds Summary Report.

Funds Opened

• Fields Included: Fund, Open Date
• Report Details: This report is funds that were opened in the selected date range.

Funds Closed

• Fields Included: Fund, Close Date
• Report Details: This report is a quick list of the date closed for funds that were closed in the selected date range.

Vouchers

• Fields Included:  VoucherID, Date, Status, VendorID, Vendor, Amount, Reference Number
• Report Details: This report is a detailed listing of vouchers with a voucher date within the range you selected. This report excludes statement vouchers.

Vouchers by Fund

• Fields Included: Fund, Count, Total
• Report Details: This report is a summarized list of vouchers by fund with a voucher date within the selected date range. This report is sorted and subtotaled by fund group and then by fund name. This report excludes statement vouchers.

Vendors

• Fields Included: ID, Vendor Name, Amount, Zipcode, Email, Phone, Need 1099
• Report Details: This report is a summarized list of vouchers by vendor with a voucher date within the selected date range. Click the plus sign next to the amount header to expand the amount based on the year, quarter, or month chosen. Vendor address information is included on the report export.

Vendors by Fund

• Fields Included: Fund, Vendors, Amount
• Report Details: This report is a summarized listing of vouchers by fund with a voucher date within the selected range. Click the vendor count to view the vendors report for the fund and time frame selected.