Gift Reports in DonorDock
Gift Reports in DonorDock allow your organization to review, filter, group, and analyze gift data across your database. You can use reports to answer common fundraising questions, reconcile transactions, review giving trends, prepare acknowledgments, and identify specific groups of gifts or donors.
Gift Reports can include information from the gift itself, as well as related Contact, Campaign, Appeal, Fund, Giving Page, Pledge, Tribute, and payment fields.
DonorDock includes several preformatted Gift Reports for common reporting needs, or you can create a new Gift Report and customize the filters, columns, and grouping based on the information you need.
Create a New Gift Report
Navigate to Reporting.
Select Reports.
Click + Create.
Select Gift Report.
Enter the date range and any other filters you want to apply.
Click Run Report.
Adjust the report columns, filters, sorting, or grouping as needed.
Select Save As to save the report configuration for future use.
💡 Saving a report allows you to return to the same filters and report setup later without rebuilding it from the beginning.
Standard Gift Reports
DonorDock includes preformatted reports for several common fundraising and gift-reporting needs.
Report | Description / Usage |
|---|---|
Gifts This Month | Displays gift information for gifts received during the current month. |
Gifts This Quarter | Displays gift information for gifts received during the current quarter. |
Gifts This Year | Displays gift information for gifts received during the current year. |
Giving Summary | Allows you to get a summarized view of giving within a selected date range |
Payouts | A report that allows you to view payout information from Stripe or GFM Pro. When running the report, you can set a date range. Clicking a payout ID in the report redirects you to all gifts in that payout ID. |
LYBNT | Identifies donors who gave Last Year But Not This Year. |
SYBNT | Identifies donors who gave Some Year But Not This Year. This includes donors from prior years who have not yet given during the current year. |
Giving by Geography | Helps analyze where gifts and donors are geographically located. |
Contribution Statements | Used to prepare contribution statements for donors. |
In-Kind Contribution Statements | Used to prepare contribution statements with the description of InKind donations for donors. |
Pledges Due This Month | Displays pledged gifts due during the current month. |
Pledges Due This Quarter | Displays pledged gifts due during the current quarter. |
Pledges Due This Year | Displays pledged gifts due during the current year. |
Pledge Balances | Displays pledge balance information and outstanding amounts. |
You can also open a standard report and adjust its filters, columns, and grouping for additional detail.
Common Gift Report Filters
You can filter Gift Reports using a wide range of gift and related record information.
Common filters include:
Gift Date
Gift Amount
Gift Type
Gift Status
Payment Type
Campaign
Appeal
Fund
Giving Page
Gift Tags
Pledge information
Tribute information
Contact information
Donor Stage
Badges
Processing information
Date ranges
You can combine filters to narrow the report to the specific gift records you need.
For example, you could create a report for:
Credit Card gifts received during a specific month
Gifts associated with a particular Campaign
Gifts received through a specific Giving Page
Grant gifts received during the current fiscal year
Gifts with a specific Gift Tag
In-Kind gifts
Tribute gifts
Gifts associated with a particular Fund
Campaigns, Appeals, Funds, and Giving Pages
All four gift designation fields are available for reporting.
Designation | Reporting Purpose |
Campaign | Analyze gifts based on what your organization was raising money for. |
Appeal | Analyze gifts based on how the donation was solicited. |
Fund | Analyze gifts based on where the donation was intended to be used. |
Giving Page | Analyze gifts based on the DonorDock Online Giving Page associated with the donation. |
You can use these fields as filters, report columns, or grouping fields depending on the report.
Gift Amount Fields in Reports
Gift Reports can include several different amount fields.
Report Field | Description / Usage |
Amount / Received Amount | The total amount contributed by the donor. |
Fee Amount | The payment processing fee associated with the gift. |
Net Amount | The amount remaining after Fee Amount is deducted from the Received Amount. |
Non-Deductible Amount | The portion of the gift that is not considered tax deductible. |
Tax-Deductible Amount | The Received Amount minus the Non-Deductible Amount. |
Soft Credit Amount | The amount of soft credit recognition associated with the gift. |
Donor Covered Fees | True/False field identifying whether the donor elected to cover payment processing fees. |
Customize Report Columns
After running a Gift Report, you can customize which fields appear.
Open the Columns menu.
Search for the fields you want to add.
Check or uncheck fields to control which columns appear.
Click outside of the columns box to return to the report
Group Report Results
You can also group report results to make related records easier to review.
To group a report, drag the column heading you want to group by into the grouping area at the top of the report.
For example, you may group a Gift Report by:
Display Name
Campaign
Appeal
Fund
Giving Page
Payment Type
Grouping by Display Name can help when comparing multiple Campaigns or Appeals because it lets you see the gifts associated with each donor together.
Filter Individual Report Columns
After you run a Gift Report, you can apply filters directly to individual columns to further narrow the results.
Column filters are useful when you need to refine the data beyond the filters used when initially creating the report. For example, you might run a report for all gifts received this year and then filter the Amount column to show only gifts greater than $1,000.
You can apply up to two filter conditions to an individual column.
To filter a report column:
Run the Report and wait for the report to finish loading.
Locate the column you want to filter.
Click the Filter icon (a funnel) on the column heading.
Select the filter condition you want to use.
Enter the applicable value.
Add a second filter condition if needed.
Click Filter.
The report will update to display only records that meet the selected column filter.
Available Column Filters
The filter options available may vary depending on the type of information stored in the column. Text, date, number, and True/False fields each have filters designed for that data type.
Filter | Usage | Gift Report Example |
|---|---|---|
Is Equal To | Finds records that exactly match the value entered. | Filter Payment Type to a specific value such as Check. |
Is Not Equal To | Excludes records that exactly match the value entered. | Exclude gifts with a particular value from the report. |
Contains | Finds records where the field contains the entered text. | Filter Payment Note for gifts containing the word "sponsorship." |
Does Not Contain | Excludes records where the field contains the entered text. | Exclude Payment Notes containing a particular internal code. |
Starts With | Finds values beginning with the entered text. | Find Payment IDs that begin with a particular prefix. |
Ends With | Finds values ending with the entered text. | Find Tracking Codes ending in a particular campaign code. |
Is Not Empty | Finds records where the field contains a value. | Show only gifts that have a Payment Note or Tracking Code entered. |
Is Empty | Finds records where the field has no value entered. | Identify gifts that are missing a Deposit Date or Payment ID. |
Is Not Null | Finds records where a value exists for the field. This is commonly used with calculated or numeric fields. | Show gifts that contain a Soft Credit Amount. |
Is Null | Finds records where no value exists for the field. | Identify gifts without a value in a particular field. |
Is After or Equal To | Finds dates on or after the selected date. | Show gifts with a Gift Date on or after January 1. |
Is After | Finds dates after the selected date. | Show gifts received after the end of a particular campaign. |
Is Before or Equal To | Finds dates on or before the selected date. | Show gifts deposited on or before the end of the month. |
Is Before | Finds dates before the selected date. | Show gifts received before a particular event date. |
Is Greater Than or Equal To | Finds numeric values equal to or greater than the amount entered. | Show gifts of $1,000 or more. |
Is Greater Than | Finds numeric values greater than the amount entered. | Show gifts greater than $1,000. |
Is Less Than or Equal To | Finds numeric values equal to or less than the amount entered. | Show gifts of $100 or less. |
Is Less Than | Finds numeric values below the amount entered. | Show gifts under $100. |
Is True | Filters True/False fields to records where the value is True. | Filter Tribute? to True to show only tribute gifts, or Donor Covered Fees to True to show gifts where the donor covered processing fees. |
Is False | Filters True/False fields to records where the value is False. | Filter Donor Covered Fees to False to show gifts where the donor did not cover processing fees. |
💡 Column filters are applied after the report is run. You can combine the main Report Filters with individual column filters to narrow your results even further.
For example, you might create a Gift Report for a specific Campaign and date range, then filter the Amount column to Is Greater Than or Equal To $1,000 to identify major gifts within that Campaign.
Save and Reuse Reports
If you create a report with filters, columns, or grouping that you expect to use again, select Save As and give the report a descriptive name. You can view custom reports at the bottom of each report type column.