Donation Reports
Delightful Labor contains a variety of donation reports.
- Recent Donations
- Year-end Report
- Time Frame
- Accounts and Campaigns
- Aggregate Donation Reports
- Gift Acknowledgements
Here are some common options you may see as you run the reports.
Accounting Country
Most reports require you to specify the accounting country. This prevents confusion when reviewing the results (apples and oranges!).
Grouping
Many reports allow you to see either the individual donations, or the cumulative totals by donor. Note that when using the "Group by Donor" option the not all fields are available for view. For example, since the cumulative totals for a given donor may include donations to various campaigns, the campaign field is not available for view. In addition, reports are sorted by donor name.
Exporting
Most reports allow you to export the results as a CSV file. You can perform additional data analysis using the features of your spreadsheet program, or use the CSV file to create a mail merge.
Date Range
Many reports allow you to specify a date range. Only donations that fall within this range will be reported.
Types of Donations to Include
You can choose to view all donations, exclude the sponsorship payments, or only report on sponsorship payments.
Donation Range
You can specify the donation amounts that will be reported. This can help you isolate donors who give in certain amount ranges.
Sorting Options
You can specify the order of reporting for reports that display information about individual donors.
