PatronManager Help

How to Use the Donation Summary Report

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How to Use the Donation Summary Report: https://help.pm.leapevent.tech/a/1128123

The Donation Summary Report gives you a quick financial overview of all Donation money transacted within a given time frame. You'll have options for grouping by Donation Record Type and then dividing the report based on Fund, Donation Origin, or Campaign.

In this article, we'll cover:

Ready? Let's dive in!

Where to find the Donation Summary report

You'll find this report in the Financial Reports tab, along with your Box Office Reports.

Select your report settings

On this page, you'll enter your date range and choose how to display the report::

  1. Transaction Date Range: enter the date range you'd like to use. This is based on the Transaction Date, a.k.a. the date the Donation was processed in PatronManager.
  2. Select the primary grouping you'd like to use for the report. You can choose between Fund, Donation Origin, or Campaign.
  3. Decide if you'd like to group by Donation Record Type first; the default is "yes".
  4. Choose an optional secondary grouping below the primary grouping you chose above; you have the same three options of Fund, Donation Origin, or Campaign.
  5. Select any Donation Record Types you'd like to exclude. We'd normally suggest excluding Group Sales and Group Sale Payments if you're looking specifically for Donation data. Hold CTRL while you click to select multiple non-consecutive options.
  6. Once you've made your selections, click "Submit"

Reading the report

Depending on your data and settings choices, your report may be brief or lengthy, simple or complex.

Helpful hints

Here are a few knowledge nuggets to keep in mind while running this report:

The date range reflects the Transaction Date, not the Close Date

Payment Transaction records have a Transaction Date, corresponding to the date and time the transaction record was created. This may differ from the Close Date on the Donation, which is more freely editable.

For more information, check out this article.

The date range you can choose is limited

As outlined in this article, Donation Transaction data for all Payment Types only goes back as far as the July 2019 release. This report can't be run with an earlier start date because the data would be incomplete and therefore the totals would be inaccurate.

If you'd like to backfill transaction data so that you can run this report for a wider date range, submit a support request through the Community; our data specialists can help you out with a paid data project.

You may see warning messages

There are a few warning messages that can appear on the report under different circumstances:

Here's a quick overview of what each warning message means.

Do you need to see more details?

The Donation Summary Report does not provide line-item detail of each transaction that makes up the totals, so to help you drill down further, you can use the aptly-named Donation Summary Report w/ Details.

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