The Payment Detail report pulls both initiative and non-initiative transactions. The Donor Report only pulls initiative transactions.
  • Initiative Transaction: every transaction associate with a form. These transaction were entered through the front end website or the bookkeeping section of the event/form/initiative
  • Non-Initiative Transaction: Transactions that were entered through the contact record. When you enter a transaction through the contact record, there is NO option to associate that transaction with an initiative/event (only Fund).

Also Donor Report should only pull Gifts (Donation) and Payments where as Payment Detail report pulls EVERY transaction type (Gifts, Payments, and Orders)

  • Gifts - donation, pledges, recurring gifts
  • Payments - relieve obligations
  • Orders - registrations, purchases, e-commerce

In most cases, Payment Details report will pull more money than the Donor Report.