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Sustainer Giving Summary Report

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The Sustainer Giving Summary Report provides a summary of sustaining gifts for one or more donation campaigns.  Each record returned includes the donor name, donation campaign associated with the gift, status, gift amount and total processed amount, frequency of gifts, start and end date of the sustainer gift period, number of payments to date, last payment date, and credit card expiration date.

This report consolidates much of the information found within Donation Form Management on the Sustaining Gift Details page for each individual sustaining gift.


Use the Sustainer Giving Summary Report to show:

u       Summary information about sustainer gifts.  The information can be confined to a single Online Giving Campaign or Donation Classic Form or can include gifts made to several campaigns or forms.  If desired, you can also limit the report to Sustainer gifts that are Active, Complete, Cancelled, or Cancelled due to card expiration.  You can also limit the report to specific dates.


Run the Sustainer Giving Summary 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 page.

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 Summary Report.

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

5.       Choose from the following Status options:

u       All - will show all sustaining gifts, regardless of status

u       Active - will show only active sustaining gifts

u       Complete - will show only sustaining gifts that are complete

u       Cancelled - will show only sustaining gifts that have been cancelled

u       Cancelled due to card expiration - will show only those sustaining gifts that have been cancelled due to card expiration

6.       Choose a Donation Date range 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 Summary 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 Summary Report

The Sustainer Giving Summary Report provides a summary of sustaining gifts for one or more Online Giving Campaigns or Donation Classic Forms.  Each record returned includes the donor name, donation campaign associated with the gift, status, gift amount and total processed amount, frequency of gifts, start and end date of the sustainer gift period, number of payments to date, last payment date, and credit card expiration date.

In addition to the following fields you will also have a Total Record Count and a Total Processed Amount.
 

Field

Description/Contents

Name

Name of the donor associated with each sustaining gift

Campaign Name

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

Status

Status of the sustainer gift; will indicate one of the following:

         Active (payments are still being collected)

         Complete (all payments are finished)

         Cancelled User request

         Cancelled Card Error

         Cancelled Other

         Cancelled Card Expired

Gift Amount

The amount this donor selected to give each month, each quarter, etc.

Processed Amount

Total dollar amount processed so far for this sustainer gift

Frequency

Frequency at which the dollar amount is being collected (or was collected); for example, monthly, bi-monthly or quarterly

Start Date

Date when the first gift was given

End Date

Date when the sustainer gift giving period will end, if any

Number of Payments

Number of payments collected so far

Number of Failed Payments

Number of failed payments so far

Last Payment Date

Date of the most recent payment

Card Number

Last four digits of the credit card that is being charged for the gift (or was charged, if the gift is complete)

Expiration Date

Expiration date of the credit card charged for the gift amounts