The Donation By Sales Date report displays pledge amounts, allocated donation amounts, and unpaid donations for a specified date range for selected campaigns, programs or appeals. Results are grouped by month, week or day.
Criteria
The following table describes this report’s criteria:
Criteria |
Description |
Programs |
Filters the report by program name. Click |
Campaigns |
Filters the report by campaign name. Click |
Appeals |
Filters the report by appeal name. Click |
Pledge Date Format |
Specifies the pledge date to use for the report: •Date Range •Fiscal Year •Previous 7 Days (excluding today) •Today •Yesterday |
Pledges From |
If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date. Any value entered into this field will only apply if Date Range is selected from the 'Pledge Date Format' dropdown. Click |
Pledges To |
If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date. Any value entered into this field will only apply if Date Range is selected from the 'Pledge Date Format' dropdown. Click |
Pledge Fiscal Year End |
Filters the report based on your organization's fiscal year. Any value selected from the dropdown will only apply if Fiscal Year is selected from the 'Pledge Date Format' dropdown. |
Allocation Date Format |
Specifies the allocation date to use for the report: •Date Range •Fiscal Year •Previous 7 Days (excluding today) •Today •Yesterday
If selected, the report will only display donations that have allocation activity during the date range. |
Allocation From |
If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date. Any value entered into this field will only apply if Date Range is selected from the 'Allocation Date Format' dropdown. Click |
Allocation To |
If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date. Any value entered into this field will only apply if Date Range is selected from the 'Allocation Date Format' dropdown. Click |
Allocation Fiscal Year End |
Filters the report based on your organization's fiscal year. Any value selected from the dropdown will only apply if Fiscal Year is selected from the 'Allocation Date Format' dropdown. |
Output By |
Enables you to specify to group the results by: •Day •Week •Month |
Output
The following table describes the report’s output:
Column |
Description |
Date Range |
The specific date range intervals that the donations are tallied for. For this report, you are able to choose from donations by day, week or month. |
# of Gifts |
The number of gifts reported for the given date range. |
Pledge Amount |
The total amount of the pledges for the gifts over the specific date range. |
Allocated Amount |
The total amount of the allocated amounts for the gifts over the specific date range. |
Unpaid Amount |
The total amount of the outstanding and unallocated pledges for the gifts over the specific date range. |
Avg. Pledge |
The average amount of the pledges for the specific date range. |
