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Reports section

All reports are found under the Reports section in the left sidebar. Each report serves a different purpose — some are for day-to-day monitoring, others for year-end accounting, and others for understanding donor trends.

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Which report do I need?

To export any report, use the Export or download option on that report.

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Pending Donations

Shows transactions that have been processed but not yet settled to your bank account. Use this to see what is in flight — approved donations that have not hit your deposit yet. Columns: Date, Donor Name, Item, Payment Method, Amount, Estimated Settlement Date, Status. Use it when: a donor says they were charged but you do not see the deposit yet.

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All Donations

Your complete donation history. Every successful, failed, and undeposited transaction in one place. Filter by item, transaction type (credit card or ACH), date range, and status. Use the Columns button to show or hide fields. Export to CSV for use in your accounting software. Columns include Gross amount, Fees, and Net — so you can see exactly what was deposited after processing fees. Use it when: you need to look up a specific donation, run a date-range export, or reconcile deposits.

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All Deposits

A record of every deposit made to your bank account, with the transaction count and total amount per deposit. Filter by date range and export to CSV. Click into a deposit to see the individual donations it contains. Use it when: you are reconciling your bank statement and need to match deposits to transactions.

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Monthly Statements

PDF statements summarizing each month’s activity — total donated, fees, net settled, and transaction count. Useful for bookkeeping and board reporting. Select the year using the dropdown in the top right. Click the download icon next to any month to get the PDF. Use it when: your bookkeeper needs a monthly summary, or you are preparing a financial report for leadership.

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Giving Statement

Generates a year-end giving statement for a specific donor — a formatted summary of all their donations in a given year, suitable for tax purposes. Search by donor name or email, select the year, and download or email the statement directly to the donor. Use it when: a donor requests a tax receipt or year-end giving summary.

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Slipping Donors

Shows donors whose giving has decreased or stopped compared to a prior period. Useful for identifying at-risk recurring givers before they fully lapse. Use it when: you want to proactively reach out to donors whose engagement has dropped.

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New Donors

Lists donors who gave for the first time within a selected date range. Use it when: you want to send a welcome message or track new donor acquisition after a campaign.

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Top Donors by Band

Groups donors into giving bands (e.g. $0-$99, $100-$499, $500-$999, $1,000+) so you can see the distribution of your donor base by giving level. Use it when: preparing for a major gifts conversation, or understanding the shape of your donor pyramid.

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Donations by Month

A month-by-month chart and table of total donations across a selected date range. Good for spotting seasonal patterns and year-over-year growth. Use it when: presenting giving trends to leadership or comparing this year’s performance to last year’s.

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Campaign Reports

Shows performance data for each campaign — total raised, number of donors, and conversion. Compare campaigns against each other. Use it when: evaluating which campaigns performed best or reporting results after a fundraising drive.