The numbers will very rarely line up exactly. This is because the thermometer and other status indicators are not always up to date. In order to use server resources effectively, the numbers for status indicators are aggregated incrementally. So the page you are seeing may show slightly out of date figures. That aside, the numbers should be close but which numbers you are looking at can vary depending on how your site and your event are configured. To sort this out, follow these steps to run a report:
  1. Go to Data Management > Reports > Report Writer (tab).
  2. Click Create a New Report.
  3. Select TeamRaiser in the drop down.
  4. Select Gift Details.
  5. Click Next.
  6. Select fields of your choosing and Gift Amount, Unpaid Balance, Fees Paid Amount, Gift Type, and Offline Status.
  7. Click Next.
  8. Follow the on screen prompts until step 5 Configure Filters and configure a filter to filter for the desired event.
  9. Click Next.
  10. Follow the on screen prompts to save or run the report.
Depending on how your site and your event are configured, status indicators will include the sum of one or more of the following fields in the report:
  • Gift Amount when the Gift Type is online - This is all online gifts made. These gifts always show up in every status indicator.
  • Gift Amount when the Gift Type is offline and Offline Status is confirmed - This is all offline gift which have been confirmed.
  • Gift Amount when the Gift Type is offline and Offline Status is unconfirmed - This is all offline gift which have not been confirmed.
  • Gift Amount when the Gift Type is offline and Offline Status is rejected - This is all offline gift which have been rejected. These never show up in any status indicator.
  • Fees Paid - These are registration fees not including any additional gifts made at the time of registration.
  • Unpaid Balance - When an event allows recurring gifts, if the gifts have an end date (are not forever gifts), you can reasonably assume that the donor will allow the recurring gift to complete and thus a certain unpaid balance can be assumed. This field shows that unpaid balance for non-forever gifts which are recurring.
You can configure the status indicators for specific teamraisers to include the following items by navigating to:
Fundraising > Teamraiser > (finding the specific event you're concerned with) > Click "Edit" in the Action column
  • For unconfirmed gifts: Select Event Options > Edit Advanced Options > Fundraising Totals Includes Unconfirmed Gifts
  • For registration fees: Select Event Options > Edit Advanced Options > Status Indicators Include the Monetary Value of Registration Fees
    • Note: If you are including registration fees and you notice a discrepancy between the Gift Details report and your status indicator, it is because the Fees Paid column will show the same registration fee on each row for the same participant (if they have donated multiple times). The Participant Registration report in Report Writer should be used instead because it displays 1 row per registrant and you'll have 1 row for the Fees Paid.
  • For the unpaid balance of recurring gifts: Select Event Options > Edit Advanced Options > Recurring Gifts
Local Company gifts, by default behave like uncomfirmed gifts.  They can be set to be confirmable by setting the SDP F2F_COMPANY_GIFTS_CONFIRMABLE to be TRUE.