The Donor Report lists every profile that has ever made a donation. Each profile appears one time regardless the number of donations from that profile. The report will not include profiles with a donor designation who have not donated. The columns on this report are preset like other default reports. Filters can be applied to the report, and any column that is available in the Donation custom report can be filtered. The Donor Report aggregates data from the Donation custom report, which lists one line per donation.
The main information on the report includes the following:
- A summary of the giving from that profile, including total donations, count of gifts, and last gift date.
- CRM data like profile types and org roles.
- Primary contact information and communication preferences.
Giving Summary
Each profile that has made a donation is listed on its own row. When a household has donated and two household members have also donated, each of the three profiles will be on its own row and reflect their own giving.
Advised donations are included in the giving summary for the donor, not the advisor. For example, Bill Alderidge, Mari Alderidge, and their household profile are each listed as a donation advisor on a donation made by Fidelity. In this report, the donation will be included in Fidelity's giving since Fidelity is the donor.
There is a rollup option to combine household, household member, and advised donations into one line.
The giving summary includes:
- Count - Count of donations
- Total - Sum of donations
- Max - Largest donation amount
- Latest - Most recent donation amount
- First Date - Date of first donation
- Last Date - Most recent donation date
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Years - Giving by year
- Year columns are populated for every year with donation history. If financial offsets are configured in System Data, they will be factored into the year columns. For example, if a financial offset of -6 months exists, the numbers in the 2018 column will reflect donations from 2017-07-01 to 2018-06-30.
These columns cannot be filtered but can be exported and then sorted and filtered. However, other donation criteria, such as donations to a fund or time frame, can be filtered by clicking Filter in the left-side menu. When any donation filters are applied, the giving summary columns adjust to reflect the filter. For instance, if a donor has donated eight donations totaling $10,000.00 but two donations totaling $4,000.00 were to the Yellowstone Park Fund, when the report is filtered to donations to the Yellowstone Park Fund, the giving summary for that donor will reflect a count of two and total of $4,000.00. The other giving columns also adjust to reflect donations to that fund.
Pledges and promises are not included in the giving summary columns, but each pledge and promise payment is treated as a donation. Examples:
- A donor pledges or promises $100,000.00 and has not made any donations toward that pledge or promise. That pledge or promise will not be reflected on this report.
- A donor pledges or promises $100,000.00 and has made two donations of $25,000.00 toward that pledge or promise. The donation count will increase by two, total will increase by $50,000, and the remaining columns will factor those pledge or promise payments in as donations.
CRM Data
The Donor Report displays all profile types, grant type interests, and org roles that are assigned to a profile so all relevant criteria is in one place.
Anonymity is indicated by No, profile (profile is marked anonymous), or donations (one or more donation from that profile is marked anonymous).
Contact Information, Preferences
The report displays the profile's primary contact information and indicates Yes when the profile is marked Do Not Mail, Do Not Email, or Do Not Call.
Access the Report
The report can be accessed a few ways.
- Navigate to the Reports page, click Default Report, and then click Donor.
- Navigate to the Donors page and click Reports in the left-side menu.
- Navigate to a fund record, click Reports in the left-side menu, and then click Donor Report in the left-side menu.
- This creates a Donor Report that is filtered to that fund.