Default Reports

Written by Hanna Ray

Last published at: March 12th, 2021

See below for brief descriptions of each default report within CommunitySuite. This does not include financial reports, for descriptions of each financial report, click here.

From the Reports page, the default reports are listed in the left column.

Donation Reports

  • Donations
    • Fields Included: ID, Date, DonorID, Donor Name, Amount, Fund, PledgeID, LegacyID
    • Report Details: This report is a detailed listing of donations for the selected date range. It is automatically sorted by ascending date and then by donor.
  • Donations by Fund 
    • Fields Included: Fund, Count, Internal (Internal Grants), External, Total
    • Report Details: This report is a summarized listing of donations for the selected date range. It sorts the data by fund group and then by fund name. A subtotal for each group will show as well as a combined total.
  • Donations by Fund Type
    • Fields Included: Fund, Count, Internal, External, Total
    • Report Details: This report is a summarized listing of donations for the selected date range. It sorts the data by fund type and then by fund name. A subtotal for each type will be visible as well as a combined total.
  • Donations by Campaign
    • Fields Included: Campaign, Amount
    • Report Details: This report is a summarized listing of donations by campaign (excluding invoices).
  • Memorial Donations
    • Fields Included: Tribute, Donations, Amount
    • Report Details: This report is a summarized listing of donations by tribute.
  • Advised Donations
    • Fields Included: ID, Date, DonorID, Donor Name, AdvisedDonorID, Advisor, Amount, Fund, PledgeID, LegacyID
    • Report Details: This report is a detailed list of donations with a donation advisor (soft credit).


Donor Reports

  • Donor
    • Fields Included: Profile Id, Deceased, Type Of Profile, Name, First Name, Last Name, Work Name, Work Title, Count, Total, Max, Latest, First Date, Last Date, Years (potential for multiple columns), All Primary Address Fields, Do Not Mail/Email/Call, Primary Email, Primary Phone, Profile Types, Engagement Strategy, Anonymous, Grant Type Interests, Org Roles
    • Report Details: 
      • This report brings together a wide range of information about a donor and summarizes it into one line per donor. 
      • This report only looks at donations, it does not look at invoices.
      • You have the ability to save, filter, or export this report as needed.
      • All fields and calculations are affected by the filters you add. For example, assume a donor made their very first gift in 2005 and then gave yearly after that. If you run this report for 2015 through 2020, the first gift would appear to come from 2015.
  • Donors by Fund
    • Fields Included: Fund, Donors, New Donors, Amount
    • Report Details: This is a summarized listing of donors by fund and is sorted and subtotaled by fund group and then by fund name. In order to see the individual donors you would need to drill into the donor count link on the fund itself.


Grant Reports

  • Grants
    • Fields Included: GrantID, SshipID, Date, Status, GranteeID, Grantee, Amount, Funded, Direct, Indirect, Fund, Description, Grant Cycle, MasterGrantID, LegacyID
    • Report Details: This report is a detailed listing of grants for the selected date range. It also includes grants that were created to pay scholarship awards.
  • Grants (nonscholarship)
    • Fields Included: GrantID, SshipID, Date, Status, GranteeID, Grantee, Amount, Funded, Direct, Indirect, Fund, Description, Grant Cycle, MasterGrantID, LegacyID 
    • Report Details: This report is a detailed listing of grants for the selected date range. It excludes grants that were created to pay a scholarship award.
  • Grants by Fund
    • Fields Included: Fund, Count, Internal, External, Non-Scholarship, Scholarship, Total
    • Report Details: This report is a summarized listing of grants by fund for the selected date range. The funds are sorted by fund group then by fund name.
  • Grants by Fund Type
    • Fields Included: Fund, Count, Internal, External, Non-Scholarship, Scholarship, Total
    • Report Details: This report is a summarized listing of grants by fund for the selected date range. The funds are sorted by fund type then by fund name.
  • Grant Payments
    • Fields Included: VoucherID, Voucher Date, Voucher Status, GrantID, SshipID, GranteeID, Grantee, Amount, Fund, Description
    • Report Details: This report is a detailed listing of dollars actually paid out for grants regardless of when the grants were awarded. This report does not show a total, if you would like a total you can export to Excel and add a total there.


Scholarship Reports

  • Scholarships
    • Fields Included: SshipId, Award Date, Status, Student, Amount, Deferred Date, Cancel Date, Cancel Amount, Terminated, Scholarship, Fund
    • Report Details: This report is a listing of scholarships awarded for the date range selected.
  • Scholarships by Fund
    • Fields Included: Fund, Count, Total  
    • Report Details: This report is a summary of the scholarships awarded by fund for the date range selected. The funds are sorted and subtotaled by fund group and then by fund name. To see individual awards you must click the dollar amount link.
  • Students
    • Fields Included: StudentID, Student, Count, Amount, Cancel Amount 
    • Report Details: This report is a summary of scholarships awarded by student for the time range selected.
  • School Payments
    • Fields Included: VoucherID, Voucher Date, Voucher Status, GrantID, SshipID, GranteeID, Grantee, Student, Student Number, Amount, Fund, Description
    • Report Details: This report is a detailed listing of payments for scholarships. Totals are not shown in this report, export to Excel to add totals and/or subtotals.
  • School Summary
    • Fields Included: GranteeID, Grantee, Amount
    • Report Details: This report is a summarized listing of scholarship payments by grantee (scholarship payment recipient) for the date range selected.


Grant Cycle Reports

  • Summary
    • Fields Included: ID, Name, Date, Donors, New, Donations, Average, Internal, External, Grantees, Submitted, Rejected, Requested, Funded Direct, Funded Indirect, Total Funded, Percent Funded, Paid 
    • Report Details: This report is an overview of all grant cycles (catalogs). This overview report includes links to various other reports. 
      • The grant cycle (catalog) name will take you to an overview of that particular grant catalog. 
      • Click the number of donors in any given row and it will take you to the donor report for that grant cycle and date range. 
      • Click the amount under the donations column to view the individual donations that make up that amount. 
      • Click the total funded value to view a report showing the specific grants awarded.


Grantee Reports

  • Grantees
    • Fields Included: ID, Grantee Name, New, Amount, Zipcode, Email, Phone
    • Report Details: This report is a summarized list of all grants awarded by grantee, sorted by the grantee name. Clicking the "+" (plus sign) next to the amount header will expand the amount based on the value chosen (year, quarter, or month).
  • Grantees by Fund
    • Fields Included: Fund, Grantees, New Grantees, Amount
    • Report Details: This report is a summarized listing of grant amounts and count of grantees by fund. It is sorted by fund group and then by fund name. Click on the grantee count to show the actual grantees for the grants from that specific fund, in the date range selected for this report.


Fund Reports

  • Summary
    • Fields Included: Fund Group, Fund Balance (CY), Fund Balance (LY), Donations (CY), Donations (LY), Grants (CY), Grants (LY)
    • Report Details: This report relies on the fund group. It show donations, grants, and balances by fund group. You can view the data in a table or graphically.
  • Funds Opened
    • Fields Included: Fund, Open Date
    • Report Details: This report is a quick list of the date opened for funds that were opened in the date range you selected.
  • Funds Closed
    • Fields Included: Fund, Close Date
    • Report Details: This report is a quick list of the date closed for funds that were closed in the date range you selected.


Voucher Reports

  • Vouchers
    • Fields Included:  VoucherID, Date, Status, VendorID, Vendor, Amount, Reference Number
    • Report Details: This report is a detailed listing of vouchers with a voucher date within the range you selected. This report excludes statement vouchers.
  • Vouchers by Fund
    • Fields Included: Fund, Count, Total
    • Report Details: This report is a summarized list of vouchers by fund with a voucher date that is within the range you selected. This report is sorted and subtotaled by fund group and then by fund name. This report excludes statement vouchers.


Vendor Reports

  • Vendors
    • Fields Included: ID, Vendor Name, Amount, Zipcode, Email, Phone, Need 1099
    • Report Details: This report is a summarized list of vouchers by vendor with a voucher date within the range you selected. Clicking the "+" (plus sign) next to the amount header will expand the amount based on the value chosen (year, quarter, or month). When exporting this report, the vendor address information will be included.
  • Vendors by Fund
    • Fields Included: Fund, Vendors, Amount
    • Report Details: This report is a summarized listing of vouchers by fund with a voucher date within the range you selected. Clicking the vendor count will take you to the vendors report for the fund and time frame selected.
  • Vendors Paid
    • Fields Included: Vendor, Legal Name, Address, EIN, SSN, Employee, Need 1099, First Check, Last Check, Amount, Irs_none
    • Report Details: This report is a summary of vouchers by payment date by vendor. This report also calculates the 1099 information based on the vendor and the general ledger account of the vouchers paid to the vendor. 
      • When exported, it also includes the address information for the vendors so the export file can be used to generate 1099's.
      • This report only pulls in payments that were processed through vouchers (excluding grants and scholarships) and only checks that issues out of CommunitySuite. If you migrated over to CommunitySuite during the year any checks issued in a prior system would not be included in this report.