You will need the Full Read Contributions permission to run these reports.
In Version 7
These reports are available in Reporting > Report Library in the left-hand menu and from the reports button in the batches screen.
Batch Summary
This report shows an overview of information on batches and the designations within. The report is split into four sections:
Batch Overview
This section will contain the following details on the selected batches
Total Amount of filtered batches
Total Fees
Total amount deposited
Then the following details of the individual batches
Post Date
Batch #
Notes
Amount Fees
Deposit
Designation Overview
This section will contain the following details about the selected designations
Code
Designation
Contributors
Contributions
Amount
Fees
Deposit
Payment Method Overview
This section will contain the following details about the selected payment methods
Method
Contributors
Contributions
Amount
Fees
Deposit
Source Overview
This section will contain the following details about the selected sources
Source
Contributors
Contributions
Amount
Fees
Deposit
The following report parameters are available.
Format - the report output. You can choose between PDF, CSV, and HTML. The default is PDF.
Orientation - choose Portrait or Landscape.
Type - select Both Auto and Manual Batches; Only auto batches; Only manual batches.
Status - the statuses of the batches you are interested in, including in the report.
Date Range - Either All or Custom. The default is All. If All, all batches will be returned. If Custom, only those within the specific date range (inclusive) will be returned. There are helper buttons that auto-populate the start and end date with this week's or last week's (starting on Monday). The default is this week's date range.
Payment Methods - The list of payment methods to report on. Defaults to All.
Merchants - Choose which fund designations should be chosen.
Sources - Where the payment could have been submitted.
Here is a preview of the results of this report (PDF format is shown).
Designation Detail Listing
This report shows contributions to a single designation within a date range. The following report parameters are available.
Format - the report output. You can choose between PDF, CSV, and HTML. The default is PDF.
Orientation - choose Portrait or Landscape.
Designation - the fund to report on.
Date Range - the start and end date (inclusive)
Here is a preview of the results of this report (PDF format is shown).
In Version 6
Click on the "Reports" button on the batch listing screen in the top right corner. This will open a pop-up where you will be able to run the available batch reports.
These reports are also available in Reporting > Report Library in the left-hand menu.
Batch Summary
This report shows an overview of information on batches and the designations within. The report is split into four sections:
Batch Overview
This section will contain the following details on the selected batches
Total Amount of filtered batches
Total Fees
Total amount deposited
Then the following details of the individual batches
Post Date
Batch #
Notes
Amount Fees
Deposit
Designation Overview
This section will contain the following details about the selected designations
Code
Designation
Contributors
Contributions
Amount
Fees
Deposit
Payment Method Overview
This section will contain the following details about the selected payment methods
Method
Contributors
Contributions
Amount
Fees
Deposit
Source Overview
This section will contain the following details about the selected sources
Source
Contributors
Contributions
Amount
Fees
Deposit
The following report parameters are available.
Format - the report output. You can choose between PDF, CSV, and HTML. The default is PDF.
Orientation - choose Portrait or Landscape.
Type - select Both Auto and Manual Batches; Only auto batches; Only manual batches.
Status - the statuses of the batches you are interested in including in the report.
Date Range - either All or Custom. The default is All. If All, all batches will be returned. If Custom, only those within the specific date range (inclusive) will be returned. There are helper buttons that auto-populate the start and end date with this week's or last week's (starting on Monday). The default is this week's date range.
Payment Methods - the list of payment methods to report on. Defaults to All.
Merchants - Choose which fund designations should be chosen.
Sources - Where the payment could have been submitted.
Here is a preview of the results of this report (PDF format is shown).
Designation Detail Listing
This report shows contributions to a single designation within a date range. The following report parameters are available.
Format - the report output. You can choose between PDF, CSV, and HTML. The default is PDF.
Orientation - choose Portrait or Landscape.
Designation - the fund to report on.
Date Range - the start and end date (inclusive)
Here is a preview of the results of this report (PDF format is shown).
Tips
In addition, if the above is not what you are looking for, you can run ad-hoc reporting using the Contribution Query Builder found under “Reporting > Query Builder > Contributions” in the left-hand navigation menu. You have more control over what data you want to report on from the query builder.