Donor Report Workbook
This workbook is based on the Donors Reporting dataset and displays information about your online donors and their corresponding donation transaction details. You can also use this workbook to track your recurring online donations.
Donor Report Dataset
The Donor Report workbook includes the following predefined criteria and fields. The dataset combines fields from several record types so you can retrieve and analyze your online donor’s transaction history.
Root Record Type |
Joined Record Type |
Custom Formula Field |
Data Grid |
Criteria Filters |
---|---|---|---|---|
Transaction |
|
The following custom formula is included in the dataset:
|
The following fields are included in the dataset: Transaction:
Transaction Line:
Entity (Customer):
Donation Setup ID:
|
The following criteria is used to filter the dataset:
|