1. Non-Profit SuiteApps
  2. Online Donations
  3. Online Donations Workbook
  4. Donor Report Workbook

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

  • Address Book

  • Entity (Customer)

  • Donation Setup ID

  • Transaction Line

The following custom formula is included in the dataset:

  • Amount Paid: CASE WHEN {status}='B' AND {type}='CustInvc' THEN TO_NUMBER({foreigntotal#converted}) ELSE 0 END

  • Amount Unpaid: CASE WHEN {type}='CustInvc' AND {status}='A' THEN TO_NUMBER({foreigntotal#converted}) WHEN {type}='SalesOrd' THEN ROUND(TO_NUMBER({foreigntotal#converted})*(1- {‌transactionlines.quantitybilled})) ELSE 0 END

  • Status: {status}

  • Total Amount: CASE WHEN {type}='CustInvc' THEN TO_NUMBER({foreigntotal#converted}) WHEN {type}='SalesOrd' THEN ROUND(TO_NUMBER({foreigntotal#converted})*(1- {‌transactionlines.quantitybilled})) ELSE 0.0 END

The following fields are included in the dataset:

Transaction:

  • Currency

  • Date

  • Entity

  • Item

  • Memo

  • Status

  • Total Amount (Transaction Currency)

  • Type

Transaction Line:

  • Quantity Billed

Entity (Customer):

  • Email

  • Address

  • Comments

  • Phone

Donation Setup ID:

  • Donation Setup ID

The following criteria is used to filter the dataset:

  • Type is any of Invoice and Sales Order

  • Donation Setup ID is not blank

  • Transaction Line: Line Number is equal to 1

Related Topics

General Notices