Donor Revenue Report

Summary

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The Donor Revenue Report lets you see donor revenue for one or multiple funds. This outlines how to access the report and what parameters are included in the report, once run.

Key Takeaways

Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.

1. Log in to the Gift and Fund Management website.

2. Navigate to Fund Reporting > Fund List/Information.

3. Select the fund or funds for which you’d like to run the report.

4. Choose the “Donor Revenue” button, and click Submit.

Note: Your pop-up blocker must be turned off to run reports. If you do not see a report, please check to ensure that your pop-up blocker is disabled.

5. Options for the Donor Revenue Report will open in a new window.

The only required option is the date range; you can also set the minimum or maximum gift amount and whether the constituent was an individual or organization.

Click Create Report when you’ve selected the options for your report.

6. You can now scroll down to the bottom of the page to see the Donor Revenue Report.

7. You can also click the button on the right-hand side of the screen to export all the details to an Excel spreadsheet.

Parameters

Parameter Name	Description	Example	Notes
Date Selection Type	Dropdown selection of the date type to use to run the report	Transaction Post Date Date Entered	The transaction post date is based on the date the donor receives credit for the donation. The date entered is based on the date the Gift Services team entered the gift into the system. This should only be the gift’s initial entry, not any adjustments made to the original gift.
Begin Date	The first date to pull into the report	01/01/2014
End Date	The last date to pull into the report	12/31/2014	The dates selected cannot be more than 365 days.
Minimum Gift Amount	The smallest gift amount to be included	$25.00	Any gift less than $25 should not appear on the report.
Maximum Gift Amount	The largest gift amount to be included	$1,000.00	Any gift larger than $1,000.00 should not appear on the report, including $1,000.01.
Constituent Type	The type of constituent record to include	All Organization Individuals
Exclude Tribute Gifts	When selected, the report should not contain gifts associated with a tribute.	in memory of in honor of in celebration of pet memorial in support of	These gifts are made by a constituent who would like to recognize an individual, organization, or pet.

Report Details and Excel File

Field Name	Description	Example	Notes
Constituent ID	Unique identifier for an individual or organization in CRM system	8-10000214
Constituent Last Name	Individual or organization’s name	Smith Fidelity Investments
Constituent First Name		Mary
Constituent Middle Name		Jessica or J
Constituent Alumni?	This field looks at the education information on the constituent and indicates if they are an alum or not.	Yes/No	It is based on the Alumni flag in the Data Warehouse.
Spouse ID	Unique identifier for the individual identified as the spouse of the constituent	8-10000023
Spouse Last Name	Unique identifier in the CRM system	8-100000023
Spouse First Name		Thomas
Spouse Middle Name		Richard
Spouse Alumni?	This field looks at the education information on the spouse and indicates if they are an alum or not.	Yes/No	It is based on the Alumni flag in the Data Warehouse
Fund Number	Nine-digit number associated with the fund the gift was made to	112123455
Fund Name	Full name of the fund associated with the fund number	Department of Mathematics Annual Fund
Gift Amount	Full amount of the gift	$1,000.00	This amount currently includes taxable and non-taxable values if the gift has any goods and services associated with it.
Transaction Date	The date associated with the gift shows when the donor received credit for the gift.	12/31/2014
Revenue Transaction ID	Unique identifier on a transaction in the Revenue module in ABE CRM	pre-ABE: 3351249 ABE: rev-13454115
Tribute	Indicates a gift made to honor an individual, occasion, or pet	In memory of Joe Smith, $25 Pet memorial, $50	There can be multiple tributes associated with a single gift. A comma separates them in a single field.
Matching Gift	Indicates if a gift is associated with a matching gift claim.	Yes/No	See Report Glossary for a definition of matching gift claim. Recognition credit is “Matching Company” for the corporation and “Soft” for the individual who initiated the matching gift. The information for each recognition credit appears on separate lines in the report.
Appeal	Identifies the marketing appeal associated with the gift	Share the Wonderful
Payment Channel	Identifies the source of the gift	BBMS, Lockbox 807	Please speak with our gift services department for a full list of payment channels.
Pledge Type	Identifies the type of pledge associated with the gift	Telefund Pledge, Fixed Term Pledge
Additional Information	Converted free text field from Strategy	In honor of Dr. Paul Harari	This field’s information varies from special instructions, tribute information, event information, gift transfer information, and various other notes. No ABE gifts are using this field.