Donation Detail ReportIABLES
FundiFI = Brand name (e.g. “AdminiFI”, “FundiFI”)
Fundraising = Friendly module name (default: “Fundraising”)
Gift = Preferred term for a gift
Gifts = Plural version of Gift
Supporters = Preferred plural for “Donor”
-->
Donation Detail Report
Overview
Dig into every Gift with transaction‑level clarity. The Donation Detail Report lists individual gifts alongside campaign, fund, and payment details—plus at‑a‑glance metrics for totals, averages, and recurring trends.
Time to complete: Instant (auto‑generated)
Difficulty: Beginner
Prerequisites: Recorded Gifts in Fundraising
Key Metrics (top cards)
| Metric | What it shows |
|---|---|
| Total Donations | Sum of filtered Gifts + count |
| Average Donation | Mean gift size (filtered set) |
| Median Donation | Middle gift value—helps spot outliers |
| Recurring % | Portion & count of gifts flagged as recurring |
📊 Cards update live as you tweak filters.
Quick Start
- Navigate: Fundraising → Reports → Donation Detail.
- Set Filters (e.g. Date Range = Last 30 Days; Campaign = Holiday Appeal).
- Review Metric Cards for high‑level insight.
- Scroll the table or Search
Ctrl+Ffor specific transactions. - Click Export to download a CSV for further analysis.
🤖 Assistant Tip: Ask “Export donation detail for last quarter, Capital Campaign only”—the report downloads pre‑filtered.
Filters
| Filter | Options (examples) | Notes |
|---|---|---|
| Date Range | Current/Previous Year, Quarter, Month, Custom | Drives metric cards & table |
| Campaign | All campaigns + each active campaign | Pulls from campaign list |
| Fund | All funds + each restricted fund | Useful for accounting ties |
| Type | All, One‑time, Monthly | Reads the donation type field |
Filters stack, so you can, for example, view Monthly gifts to the Building Fund this Fiscal Year.
Table Columns
| Column | Description |
|---|---|
| Date | Gift date (local timezone) |
| Transaction ID | Unique code (click to copy) |
| Donor | Name + Donor ID |
| Amount | Currency, right‑aligned; green for positive |
| Campaign | Campaign label badge |
| Fund | Fund label badge |
| Type | One‑time or Monthly (🔄 icon for recurring) |
| Payment Method | Credit Card, Bank Transfer, Check, Online, etc. |
| Notes | Gift memo, pledge note, in‑honor text (truncated with full tooltip) |
A sticky TOTAL row summarizes count, sum, average, median, and recurring % for the filtered set.
Exporting Data
Click Export (top‑right) to download a CSV reflecting current filters—perfect for spreadsheets or uploads to accounting.
| Field | Included in CSV |
|---|---|
| All visible columns | ✔ |
| Internal IDs | ✔ (Transaction & Donor IDs) |
| Custom Notes | ✔ |
Best Practices
✅ Do
- Save presets (e.g. Last 7 Days Online Gifts) for one‑click reuse.
- Combine with pivot tables in Excel/Sheets for deeper campaign vs. fund analysis.
- Monitor recurring % to track sustainability of revenue.
❌ Avoid
- Ignoring Median—if Median ≪ Average, a few large gifts may skew perception.
- Exporting without filters, then manually cleaning huge CSVs.
AI Assistant Examples
- “Show donation detail for Building Fund this month.”
- “What’s the median donation for Capital Campaign YTD?”
- “Export recurring gifts only.”
Troubleshooting
| Issue | Quick Fix |
|---|---|
| Table blank | Check date range & filters; ensure gifts exist in that window |
| Export button disabled | Wait for data to finish loading, or refresh the page |
| Wrong totals | Confirm offline gifts are recorded & not voided/refunded |
| Notes text clipped | Hover to see full note, or use CSV export |