Online Donations Report Workbook

This workbook is based on the Online Donations Reporting dataset and displays information from the online donations generated in NetSuite.

Online Donations Report Dataset

The Online Donations Report workbook includes the following predefined criteria and fields. The dataset combines fields from several record types so you can retrieve and analyze data related to transactions generated through online donations.

Root Record Type	Joined Record Type	Data Grid	Criteria Filters
Transaction	Address Book Entity (Customer) Donation Setup ID Transaction Line	The following fields are included in the dataset: Transaction: Currency Date Entity Item Transaction Line: Amount (Transaction Currency) Class Department Expense Account Location Subsidiary Entity (Customer): Email Address Phone Donation Setup ID: Donation Setup ID	The following criteria is used to filter the dataset: Donation Setup ID is not blank Transaction Line: Amount (Transaction Currency) (not consolidated) is greater than 0.00 Type is Invoice

Root Record Type

Joined Record Type

Data Grid

Criteria Filters

Transaction

Address Book
Entity (Customer)
Donation Setup ID
Transaction Line

The following fields are included in the dataset:

Transaction:

Currency
Date
Entity
Item

Transaction Line:

Amount (Transaction Currency)
Class
Department
Expense Account
Location
Subsidiary

Entity (Customer):

Email
Address
Phone

Donation Setup ID:

Donation Setup ID

The following criteria is used to filter the dataset:

Donation Setup ID is not blank
Transaction Line: Amount (Transaction Currency) (not consolidated) is greater than 0.00
Type is Invoice

Online Donations Report Dataset

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