Each report can be viewed from HQ or exported to a spreadsheet.
Donations by Method
Broken down into the various ways donations are received and the monetary total made through that method for each month.
HQ Internal = overpayments, direct donations made through an appointment. Direct donations and grants that are added/subtracted to Funding Partnerships by editing the partnership.
Widget = campaign donations widgets on the E-appointment form or embedded on a website.
Total donations by method for each month.Donations by Count
The count here represents individual donations received through each method. It does not display donation amounts but the number of individual donation payments received each month.
The number of donation payments broken down by month.Donations by Funding Partnerships
This report shows the breakdown for each month and includes the total received towards each pre-paid funding partnership pot. The amounts are from individual donations plus grants.
Funding partnerships track where the donation was placed.Donation Ledger
This is the master spreadsheet that shows all activity related to donations and grants. The report also acts as an audit for voided or refunded donations.
Donation Ledger will show all activity related to donations and pre-paid grants.Donors
This report provides a total amount by person in the selected time frame. Many non-profit clinics will utilize this report to assist with sending tax write-off/thank-you letters to clients since the client’s email and address are included with the donation amount.
Track the total given by each individual in a selected time frame.