Reports
Donations Report
4min
the donations report shows all donations made to your ludus account these could be donations independent of a purchase or ones added to ticket orders or class registrations each row on the report represents a different donation recurring donations will appear as a new line item each time they are renewed view the donations report to view a donations report for your account, click reports > donations from the top navigation bar navigating the donations report you can set a date range from the top of the donations report to view a specified time range to do so, click the boxes next to "start" and "end" and select your dates additionally, you can filter your results by a variety of other data points filters for a donation report search bar enter a name, order code, or email to look for a specific entity type sort between the different payment methods (credit, cash, comp, donated ticket, etc ) category sort based on the category or fundraiser with which the donation is associated suggested article donation categories docid\ pll9xy0uw4hbm7rlmndqc events sort based on the event, collection, or class the donation was made in levels which of your created levels did the patron donate to (ie gold, silver, levels frequency whether the donation was "one time" or recurring (monthly/yearly) acknowledgment whether or not "acknowledgment" has been sent by default, a confirmation email will be sent this acknowledgment field is for your organization to track any additional acknowledgment, such as a handwritten letter or adding a name to the program is terms and definitions for the donations report while each row is a different donation made to your account, each column represents a different data point about that donation check out the definitions for each column below ℹ️ the icon on the far left of the row is a direct link to open the full summary for the order order code the order code is attached to the donation for internal use only donations attached to a purchase such as tickets, registrations, or classes will have an order code status whether the donation is "paid" or "refunded" type the payment method for the donation (credit, cash, comp, etc ) donated the dollar amount that was donated fees any fees that were absorbed for the donation received the end amount collected after fees is considered frequency whether the donation was "one time" or recurring (monthly/yearly) category the category or fundraiser with which the donation is associated suggested article donation categories docid\ pll9xy0uw4hbm7rlmndqc level sort based on the level the donation is associated with suggested article donor levels docid\ erbnm3cjm0 fvrmbidfs1 corporate whether the donation was a "corporate" donation (true/false) suggested article enable corporate donations docid\ crnel7 mec7qmiu0vgjx7 events the event, collection, or class on which the donation was made first name , last name , email , street address , city , state , zip code , phone number, company the contact information for the patron who made the donation memo the memo the patron left with the donation private notes internal notes associated with the donation acknowledgment whether or not "acknowledgment" has been sent by default, a confirmation email will be sent this acknowledgment field is for your organization to track any additional acknowledgment such as a handwritten letter or adding a name to the program acknowledgment date the date on which the additional acknowledgment was sent date the date and time the donation was made form questions if you have attached a form to your general donation settings, each question will appear as a column at the end of your donation report suggested article attach a form to donations docid 1yykpk0nroudig3jwanis