The Givinga Foundation Nonprofit Portal includes a Reports page where your nonprofit can view and analyze donation and disbursement activity. The Reports page helps your nonprofit understand donor behavior, track funds, and measure fundraising success.
How to access reports in the Givinga Foundation Nonprofit Portal
Before you can access reports, your nonprofit must be claimed in the Givinga Foundation Nonprofit Portal, and you must complete identity verification. You will find Reports in the left navigation panel of the portal.
What information is in the Donations tab of the Reports page?
The Donations tab on the Reports page shows a detailed record of each donation your nonprofit received. The Donations tab includes the following columns:
- Donation Date: The date the donor made the donation.
- Amount & Fees: The total donation amount and the processing fees deducted from the donation.
- Company & Donor Name: The donor’s name and the donor’s associated company, if the donor gave through a company.
- Donation ID: A unique identifier for each donation.
- Notes from Donor: Any comments or messages the donor included with the donation.
- Campaign Details: The campaign or initiative associated with the donation.
- Donor Contact Details: The donor’s email address and mailing address, if the donor chose to share contact details.
What does “Anonymous” mean in the Donations tab?
When the Donor Name, Donor Email, or Donor Address field shows “Anonymous,” the donor chose to keep their identity private. Your nonprofit cannot acknowledge or thank an anonymous donor for the donation.
Donor contact details, including email address and mailing address, appear in the Donations tab only if the donor chose to share contact details at the time of donation.
How should my nonprofit apply a donation that has no note from the donor?
If a donation has no Note from Donor specifying a chapter or allocation within your nonprofit, apply the donation to your nonprofit’s general funds.
How to customize columns in the Donations tab
The Donations tab displays up to 8 columns at a time. To choose which columns appear in the Donations tab:
- On the Reports page, open the Donations tab.
- Click Manage Columns.
- Select up to 8 columns to display.
Note: There is no Manage Columns filter in the Disbursements tab of the Reports page.
How to filter reports by date range
To filter both Donation and Disbursement Reports page to a specific time period:
- On the Reports page, click Date Range.
- Select a start date and an end date.
- Click Apply Date Range.
How to search reports by keyword
To find specific donations or disbursements on the Reports page, type a keyword, donor name, or transaction detail into the Search bar. The Reports page updates to show only matching results.
How to export report data
To download report data from both the Donation and Disbursement Reports page as a CSV (comma-separated values) file:
- On the Reports page, click Export in the top right corner of the Reports table.
- Select All Data.
The exported CSV file includes every column, including columns not currently displayed in your view.
How often is report data updated?
The Reports page updates every 4 hours with the latest donation and disbursement activity. A new donation appears in the Donations tab before disbursement processing for that donation begins.