Give Docs: Generating Give Reports

Reports allow you to view a graphical representation of the performance of your donation forms. You can filter the report in a wide variety of ways and even export the results for your meetings or book keeping.

Animation of the Tools tab recalculating form stats

Reports provide you with an easy to digest overview of the current state of your donation forms. Reports are organized into three main tabs:

Reports — This shows the last 30 days of activity. It can be configured to show data according to Income, donations per Form, activity of Donors, or breakdown of Payment Methods. You also get a simple overview of the current month including projections based on current activity.

Export — this tab allows you to export your donation data in a wide variety of formats and by different metrics. You can export PDFs or CSV files of your total income, donation activity, and donor activity all based on date range or for the current year.

Logs — Similar to the “Transactions” screen, the Logs shows a running list of the latest donation activity. The difference here is that you can filter the results by Donations, Payment Errors, or API Requests (meaning communication with Payment Gateways). You can then further filter by each individual form. This is a very useful tool when diagnosing trouble with a form, or checking general activity per form.

Tools — Occasionally, your forms stats, or donor stats might have gotten out of sync. That can happen for a lot of different reasons. The tools tab gives you several tools to automatically resolve that.