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Sustainer Giving Payment Report 

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The Sustainer Giving Payment Report provides transactional information about sustaining gifts.  Each record returned includes the donor name, donation campaign associated with the gift, donation date and amount, and donation status (successful or declined).  Declined payments may include the reason why they were declined.


Use the Sustainer Giving Payment Report to show:

u       Transactional information about sustainer gifts.  The information can be confined to a single Donation Classic Form or Online Giving Campaign -- or can include gifts made to several forms or campaigns.  If desired, you can also confine the report to only Successful or Declined gifts, or to specific dates.  Each record returned includes the donor name, donation campaign associated with the gift, donation date and amount, and donation status (successful or declined).  Declined payments may include the reason why they were declined.


Run the Sustainer Giving Payment Report as follows:

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

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

3.       Click the link for the Sustainer Giving Payment Report.

4.       On the Report Configuration screen that opens, select the Campaigns/Donation Form(s) to be included in the report.  To select multiple Online Giving Campaigns or Donation Classic forms, click a campaign or form and then hold down the Ctrl key to select additional campaigns and forms.  You can also choose to Report on all campaigns/donation forms.

5.       Choose from the first set of Donation Dates for this report.  Choices include:

u       Show all payments (successful and declined)

u       Show only successful payments

u       Show only declined payments

6.       Choose from the second set of Donation Dates for this report.  Choices include:

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)

7.       Provide a Label for this report to help you identify it at a later time.  (If you do not provide a label, "Sustainer Giving Payment Report" and the date will identify the report.)

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

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

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

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

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

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

 

View the Results of the Sustainer Giving Payment Report

The Sustainer Giving Payment Report provides transaction information about sustaining gifts.  In addition to the fields listed below, the report will also include a Total Record Count for all Sustainer transactions that meet the criteria you entered.


Note that there will be a separate entry for each sustainer gift within a series.  (That is, if an individual has agreed to donate $25/month for a year, this report will contain a separate entry for each $25 payment that is made.) 

Field

Description/Contents

Name

Name of the donor associated with each sustaining gift

Campaign Name

Name of the Donation Classic Form or Online Giving Campaign associated with each gift

Donation Date

Date of each gift

Gift Amount

Amount of each gift

Status

Successful or Declined

Reason

Reason the transaction was declined; if the Status indicates that the transaction was successful, this field will be blank