Political Contribution Report

 View a Sample of this Report

The Political Contribution Report allows you to view political contributions that have been settled, rejected, or are still pending.

Use the Political Contribution Report to show:

u       Detailed information about political contributions that have been settled or rejected, or are still pending.  (You can choose to view settled, rejected, and pending transactions together in one report, or run separate reports for each.)  Each record in the report contains detailed information about the contribution, including billing information, donor address and donor occupation.  Each record also contains the confirmation code for each transaction as well as the process type (online or offline).

Run the Political Contribution Report as follows:

1.       Click Data Management on the top-level navigation bar and select Reports from the drop-down list to open the Report Selection page.

2.       Click the plus sign (+) beside the Donation Classic Reports folder to display the contents of the folder.

3.       Click the link for the Political Contribution Report.

4.       On the Report Configuration screen that opens, select the Donation Form for the report.  To select multiple forms, select the first form and then hold down the Ctrl key while selecting additional forms.

5.       Choose to base the report on one of the following types of transactions:

u       Settled Transactions -- transactions that have been fully processed; that is, the merchant account has received the funds

u       Rejected Transactions -- those transactions that have been rejected for some reason

u       Pending Transactions -- those transactions that have been submitted, but have not yet been approved

u       All Transactions -- transactions that are in any of the three categories above (Settled, Rejected, or Pending)

6.       Choose the Donation Process Type that you would like to view in the report.  Choices include the following:

u       Online (User Processed)

u       Offline (Admin Processed)

u       Both

7.       Choose the Donation Dates for this report from the following:

u       Predefined Date Range (such as All Dates, This Month, This Calendar Year, etc.)

u       Custom Date Range (choose exact dates from the date menus provided)

8.       Provide a Label for this report to help you identify it at a later time.  If you do not provide a label, "Political Contribution" and the date will identify the report.

9.       Click the Submit Report button.  The system will display the Report Results List with Queued as the Status of your report.

10.   Click the Refresh button to update the Status of the report.

11.   When the Status indicates that the report has been Completed, click one of the following icons beside the report:

  (View) icon to display the report on your computer.  You can save or print the report from the displayed view or add the results to a group.  You can also click the Add to My Reports link, provide a brief Description, and click Save if you would like to add this report -- with this configuration -- to the My Reports folder.

  (Print) icon to print the report via your standard Print application.

  (Download) icon to download the file to your local computer or shared network resource.

  (Trashcan) icon to delete the report if you no longer need it.

View the Results of the Political Contribution Report

The Political Contribution Report allows you to view political contributions that have been settled, rejected, or that are still pending.  In addition to the fields listed below, the report also includes a Total Gift Value and a Total Number of Gifts for the period specified.

Important:  Contributions that have been refunded will not appear on this report.