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Sample Report: Event Registrar - List of donors across all events

To create a Custom Report which displays all registrants who have made an optional donation during the registration process for all events:

  1. Click the Account link located in the top right corner of your GiftTool BackOffice account.
  2. Click Custom Report.
  3. To create a new report, click Add Custom Report.
  4. On page 1:
    • Select a date range for your report by clicking the Date Picker icons.
    • Enter the Report Name.
    • Select the currency of the transactions to be displayed.
    • For GiftTool Services: check "Event Registrar"
    • For Also Include: You must check Items purchased. You can also check any other elements you wish to display in your report (e.g. Report header, Profile fields). You can always disable these once you have seen the report.
    • Click Next
  5. On page 2 – determine the columns shown:
    • Try moving all the fields into the “Show Columns”. Once you have seen the report, delete unnecessary columns as required by dragging them back to the "Don't show columns" list.
    • At minimum, you will need to display Item Type, Item Name, Item Quantity, Item Unit Price.
    • Click Next
  6. On page 3:
        Condition Field Operator Value
       1 Item Type equals Donation
    • In row 1 - Create a filter to restrict data to only those registrants who have made an optional donation by selecting "Item Type" as the Field, by selecting "equals" as the Operator, and by typing "Donation" in the Value field (case sensitive).
  7. Click Save & Run to view your report.
  8. Your Excel report will display the donation at the bottom of the list of all items purchased (in the Item Name and Item Unit Price columns). The Total and Subtotal columns represents the amount of the entire transaction, including all options/items purchased and donations made. To view the amount of the donation only, view the last Item Unit Price in the list, corresponding to the donation listed in the Item Namecolumn.
    • Review the Excel and determine which columns you do not need. Repeat step 5 to remove unnecessary columns, and rearrange the remaining columns to your liking.
    • Use your computer functions, to print or save a copy of the report.
    • Having difficulty viewing Excel reports?
Note:
  • If you first run the report without any filters, you can see which data you want to filter on and copy/paste the exact value into your filter.
  • Filters are "AND"ed together if no advanced filter logic is provided.
  • For ID fields, the prefix letter (R, S, D, etc) before the ID cannot be filtered on. Instead filter on the Service field (Registrar, Shop, Donations, etc).
  • Date values must be in the form YYYY-MM-DD.



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