Use this link to share with your colleagues:
How to Report on Original and Matching Donations: https://help.pm.leapevent.tech/a/1198073
Sometimes you may want to see how much money each unique Account has brought in, including both their individual Donations and the Matching Donations that came in as a result. The best way to do this while avoiding double-counting Donations is through a custom report type.
In this article we'll walk through how to set up and use this report:
- Submit a Support Request to the Client Support team
- Wait until we give you the green light
- Finally, you'll build the report
Of course, this report will only work if you enter matching gifts correctly in the first place! Here are instructions on entering matching gifts.
1. Submit a Support Request to the Client Support team
First, contact the PatronManager Client Support team via the Client Community.
Fill in the following information on your support request:
- "Fundraising" in the "I have a question about" field
- "Reporting: Other" for the "Specifically" field
- Tell us you're interested in the custom "Donations with Matching Gifts Report"
- If you have a specific deadline, include that as well
2. Wait for the Report Type to be Loaded into your Account
In addition to creating a brand new report type, there are a few other behind-the-scenes steps our team needs to complete in order for the resulting report to be accurate, so the turnaround time can be a few weeks.
We'll let you know as soon as it's ready to go!
3. Build the Report
Once we've let you know the report type is ready for use, follow the steps below to create and customize your report.
1. Go to the Reports tab
2. Click "New Report"
3. Search for the "Donations with Matching Gifts" report type and select it, then click "Continue"
4. Click "Show All donations"
5. Toggle to the filters tab - set the date range:
- Date: Select "Close Date"
- Range: Select the time period you want to report on - to see all donations with matching gifts, choose "All Time"
- Click "Apply"
6. Toggle to the Outline tab - add/organize field columns to the report in this order:
If you need a primer on adding fields to a report, head over to "Basic Reporting Customizations" to learn how.
- Donation Name (from the Opportunities folder)
- Amount (from the Opportunities folder)
- Donation Record Type (from the Opportunities folder)
- Donation Name (from the Matching Gifts folder)
- Amount (from the Matching Gifts folder)
- Donation Record Type (from the Matching Gifts folder)
7. Group the report by the Account Name field from the Opportunities folder
8. Click the arrow in the columns section on the left, and select "Add Summary Formula"
9. Fill in the following details on the Custom Summary Formula:
- Column Name: Total Amount
- Formula Output Type: Currency
-
Formula: Paste this code
Opportunity.Amount:SUM+Opportunity2.Amount:SUM - Click "Apply"
10. Click "Save & Run"
11. Give the report a name and description, and put it in an appropriate folder - Click "Save"
12. The "Total Amount" column will add the individual Donation with the matching gift!
