Donor Report

Written by Nick Miles

Last published at: October 22nd, 2019

The donor report provides a high-level overview of the contributions that have been made from each donor; as well as donor contact information, and certain customer relationship management (CRM) information. 

Below you'll find a description of each field in the report, limitations, dependencies, and where the data from each field is pulled from.

Profile Id

Description: 

Unique profile ID that's assigned when a profile is created.

Source: 

Pulled from the profile.



Deceased

Description: 

Whether or not the profile (person) is deceased.

Source:

Donor Profile



Type of Profile

Description: 

Whether the profile is an individual, household, or organization.

Source: 

Donor Profile



Name

Description: 

This is a combination of the last name, suffix, prefix, first name, and middle name that's associated with the profile.

Source:

Pulled from the profile.



First Name

Description: 

The first name of the profile.

Source: 

Pulled from the profile.



Last Name

Description: 

The last name of the profile.

Source: 

Pulled from the profile.



Work Name

Description: 

This is the individual's (profile's) place of work.

Source: 

Individual Profile - pulled from the Work Organization section of the profile.

Limitations: 

Specific to Individual profiles. If the profile is an organization, the organization name will display in the Name column.



Work Title

Description:

This is the individual's (profile's) title at their place of work.

Source: 

Pulled from the Work Title section of the profile.

Limitations: 

Specific to Individual profiles. If the profile is an organization, the organization name will display in the Name column.



Count

Description: 

The number of donations that the profile has made since being created.

Source: 

Pulled from the donor profile.

Limitations:

Does not include pledges.



Total

Description: 

The total amount of money donated by the profile since the profile was created.

Source: 

Pulled from the donor profile.

Limitations:

Does not include pledges.



Max

Description: 

The largest donation that the profile has given since the profile was created.

Source: 

Pulled from the donor profile.

Limitations: 

Does not include pledges.



Latest

Description: 

The donation amount from the most recent donation. 

Source: 

Pulled from the donor profile.

Limitations: 

Does not include pledges.



First Date

Description: 

The date that a profile made it's first donation. 

Source: 

Pulled from the donor profile.

Limitations: 

Does not include pledges.



Last Date

Description: 

The date of a profile's most recent donation.

Source: 

Pulled from the donor profile.

Limitations: 

Does not include pledges.



Year Columns (2012, 2013, 2014, etc.)

Description: 

Year columns show the sum of all donations made from a profile in a given financial year.

Dependencies:

  • If you've configured financial offsets in System Data, they will be factored into the year columns. For example, if you have a financial offset of -6 months, the numbers in the 2018 column would reflect donations from 2017-07-01 to 2018-06-30.

Limitations:

  • Does not include pledges.
  • Year columns will always reflect the financial year by default, however, you can use the filter tool to select non-financial date ranges if needed.

Source:

Pulled from the donor profile.



Primary Address, City, State, Zipcode, Country, Email, and Phone Number

Description: 

The profile's primary address, city, state, zipcode, country, email, and phone number.

Source:

Pulled from the profile.



Do Not Mail, Email, or Call

Description: 

Indicates whether or not the profile wants to receive mail, emails, and/or phone calls from your foundation.

  • Yes = the profile does not want to receive mail, emails, or calls.
  • No = the profile wants to receive mail, emails, or calls.

Limitations: 

This is simply a tag on the profile. It does not remove the ability to create and/or send letters, envelopes, receipts, etc. for the profile.

Source: 

Pulled from the profile.



Profile_types

Description: 

Profile type that's assigned to the profile.

Source: 

Pulled from the donor profile. For more information, check out Create Profile Types.



Engagement Strategy

Description: 

Engagement strategy that's assigned to the profile.

Source: 

Pulled from the donor profile. Check out Create Profile Types for more information.



Anonymous

Description: 

Indicates whether or not the profile wants to remain anonymous.

  • No = The profile does not want to remain anonymous.
  • Profile = Indicates that the profile is marked as anonymous.  
    • Marking a profile as anonymous hides the donor name (from fund advisors) on every donation.
  • Donations = Indicates that the profile is not marked as anonymous, but made at least one anonymous donation.
    • Marking a donation as anonymous hides the donor name from fund advisors for that specific donation.

Source: 

Pulled from the profile.



Grant Type Interests

Description: 

Grant type interests that are assigned to the profile. 

Source: 

Pulled from the profile.



Org Roles

Description: 

Org roles that are assigned to the profile. 

Source: 

Pulled from the profile.