There are several options for pulling reporting financial data for the year, based on your needs:

Aggregate Totals

Aggregate totals can be pulled for your donation campaigns and donation forms as follows
  • By Donation Campaign - You can pull this information by using Donations Campaign Summary report. For this report, you'll want to filter by:
    • Select Donation Campaign > Campaign ID > is any of the following > Click "more" > Select all that apply
    • Select Transaction Summary Information > Donation Date > is > In Predefined Range or Custom Range (as needed)
  • By Donation Form - You can pull this information with a Donations by Form report. You'll want to filter by:
    • Under Campaign Filtering, Mark Specific donation campaigns selected here and select Campaigns as needed
    • Under Form Filtering, Mark Specific donation forms selected here and select Forms as needed
    • Under Date Filtering, Mark Pre-defined date range or Custom defined date range as needed
Itemized Transactions by Donors

You can pull itemized transactions from individual donors by the donation campaign or donation form level as follows
  • By Donation Campaign - You can pull this information with a Transaction Details report. For Campaign-level, you'll want to filter as follows:
    • Select Donation Campaign > Campaign ID > is any of the following > "more" > Select all that apply
    • Select Valued Transaction > Creation Date > is > In predefined Range or Custom Range (as needed)
    • Select Valued Transaction > Transaction Purpose > is any of the following > Debit (this will pull in only successful donations)
  • By Donation Form - You can pull this information with a Transaction Details report as well. For Donation-level, filter as follows:
    • Select Donation Form > Form ID > is any of the following > Click "more" > Select all that apply
    • Select Valued Transaction > Creation Date > is > In predefined Range or Custom Range (as needed)
    • Select Valued Transaction > Transaction Purpose > is any of the following > Debit (this will pull in only successful donations)