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[Beta] Transactions Summary Report

View, customize, and download transaction summary reports in Bloomerang Fundraising

The Summary Report shows transaction activity for your organization in real time. You can search and filter to find specific transactions, filter by date, and search by transaction status. You can also customize the columns.

You can edit the default Summary Report or save your changes as a new report. This means you can build multiple Summary Reports.

Summary Reports are specific to each user in your organization. No one else can view your Summary Reports, and the changes you make to a report don’t affect other reports.

The Summary Report is currently in beta, which means this report is an early version we’re testing and improving. To share feedback about the Summary Report, email [email protected]. To learn more about this beta, read Transactions Summary Report Redesign: What’s Changed and Why.

Tip: For information about the detailed Transactions Report, read Transactions Report.

Open the Summary Report

To open the Summary Report:

  1. Click Reporting.

  2. Click Summary.

    Summary link in the Reporting menu

My First Summary Report opens by default with these columns: Transaction ID, Date, Name, Status, Payment Method, Total Amount, Source, UTM Source, UTM Medium, UTM Campaign, UTM Content, UTM Term, or Custom UTMs.

You can search by Transaction ID or Name, filter by any column, and add, remove, or reorder columns.

My First Summary Report with a list of transactions

Customize Columns

You can customize your report so it shows only data that's relevant to your role. Add columns, remove columns you don't need, and rearrange the column order.

Examples:

  • You’re a finance lead doing an end-of-month reconciliation. Customize the Summary Report columns to show the transaction status, amount, and donor in view

  • You’re an event manager auditing an event. Customize the Summary Report to show all transactions for that event, so you can confirm what was processed against what you expected to raise.

The column changes you make apply only to the report you’re working on. Your saved changes appear the next time you open your report.

Add Columns

To add columns to the Summary Report:

  1. Click Reporting.

  2. Click Summary.

  3. Click the three-dot icon.

  4. Click Edit Columns. The Customize Columns panel opens.

  5. In the Available list, click a category to view the columns in that category. For a list of all available columns, go to the Report Columns section on this page.
    ​
    ​Tip: To find a column quickly, enter the column name in Search Columns.

  6. Click + next to each column you want to add. The column moves to Selected.

  7. Click Save.

Remove Columns

To remove columns from the Summary Report:

  1. Click Reporting.

  2. Click Summary.

  3. Click the three-dot icon.

  4. Click Edit Columns. The Customize Columns panel opens.

  5. In the Selected list, do one of the following:

    • To remove individual columns, click X next to each column you want to remove.

    • To remove all columns at once, click Remove All.

  6. Click Save.

Reorder Columns

To change the order of columns in the Summary Report:

  1. Click Reporting.

  2. Click Summary.

  3. Click the three-dot icon.

  4. Click Edit Columns. The Customize Columns panel opens.

  5. In the Selected list, drag a column to a new position. The order in the Selected list is the order columns appear in the report.

  6. Click Save.

Filter and Sort the Report

You can filter and sort by any column in the report, whether it's part of the default set or one you added.

To filter and sort a column:

  1. Click Reporting.

  2. Click Summary.

  3. Click the filter icon for the column you want to filter or sort.

    Example of a report filter

  4. Set your sorting and filtering options. For a list of all filter and sort options for the default columns, go to the Sort Options for Default Columns section on this page.

    Example sort and value options for a report filter

  5. Click Apply.

  6. To revert a column's filter and sort to default, open the column's filter and click Reset.

    Reset link for a filter

  7. Click Save.

Save, Download, and Delete Reports

You can save your column selections, filters, and sorting so you can quickly return to a configuration you use often. Downloads include the columns shown in the report, in the same order.

Reports are specific to each user. Saving a new report doesn't make it visible to other users in your organization.

Save Changes to a Report

To save changes to a report:

  1. Click Reporting.

  2. Click Summary.

  3. Click the report you want to update.

  4. Update the columns, filters, or sorting.

  5. Click Save.

Save as a New Report

Reports are specific to each user. Saving a new report doesn’t make it visible to other users in your organization.

To save your current configuration as a new report:

  1. Click Reporting.

  2. Click Summary.

  3. Click an existing report.

  4. Update the columns, filters, or sorting.

  5. Click the three-dot icon.

  6. Click Save As.

  7. Enter a name for the new report.

  8. Click Save As. Your new report appears in the Summary section.

    List of reports

Download a Report

To download a copy of a report:

  1. Click Reporting.

  2. Click Summary.

  3. Click the report you want to download.

  4. Click the three-dot icon.

  5. To download a .CSV file, click Download CSV.

  6. To download an .XLSX file, click Download Excel.

The download includes the columns shown in the report, in the same order.

Delete a Report

If you have multiple reports, you can delete all but one of those reports.

If you have only one saved report, you can't delete it.

Warning: Deleting a report permanently removes it. You can't restore a deleted report.

To delete a saved report:

  1. Click Reporting.

  2. Click Summary.

  3. Click the report you want to delete.

  4. Click the three-dot icon.

  5. Click Delete.

Report Columns

Category

Columns

Data Mapping Information

Event Data Mapping, Form Data Mapping, Recurring Data Mapping, Transaction Email Data Mapping

Donation Information

Dedication, Dedication Message, Dedication Type, Matching Transaction Amount, Matching Transaction ID, Recurring Plan Name

Donor Information

Donor ID

Event Information

Event ID, Event Name, Package ID, Package Name

Mobile Information

SMS Keyword, Text Campaign

Payment Information

Amount Name, Billing Address, Billing City, Billing Country, Billing Name, Billing Postal Code, Billing State, Billing Street Address, Check Number, Express Donate, Last Four, Payment Account, Payment Channel

Personal Information

Address, Anonymous, City, Company Donation, Company Name, Contact Opt In, Country, Email, Employer, Employer Email, First Name, Last Name, Phone, Postal Code, Salutation, State, Street Address, Suffix

Recurring Information

Frequency, Last Recurring History Date, Last Recurring History Status, Last Recurring History User, Outstanding Promise Amount, Pledge Name, Recurring Cancel Date, Recurring Cancelled By, Recurring Created On, Recurring End Date, Recurring ID, Recurring Last Bill Date, Recurring Next Bill Date, Recurring Occurrences Remaining, Recurring Occurrences To Date, Recurring Payment Expiration, Recurring Start Date, Recurring Status, Recurring Total Amount Pledged, Recurring Total Billed, Recurring Total Occurrences, Recurring Total Paid

Transaction Information

Associated Info, Batch Date, Created By, Custom Utms, Declined Error Reason, Estimated Deposit Date, Form ID, Form Name, Form Tag, Form Type, Fulfilled Transaction ID, Gateway ID, GiftAssist Amount, IP Address, Kiosk, Memo, Moved From, Moved To, Net Amount, Processing Fee, Promise ID, Promo Code, Promo Code Count, Refunded Amount, Refunded Processing Fee, Source ID, Time, Utm Campaign, Utm Content, Utm Medium, Utm Source, Utm Term

Sort Options for Default Columns

This table shows the sort and filter options for the default columns in the Summary Report.

Column

Sort Options

Filter Options

Transaction ID

Low to High, High to Low

Filter by Condition (up to three conditions)

Date

Oldest First, Newest First

Filter by Date (preset range or Custom Range)

Name

A to Z, Z to A

Filter by Value: Has Value or Has No Value. Has No Value returns transactions without an associated name, such as some transactions entered in the Virtual Terminal or received through text campaigns.

Status

A to Z, Z to A

  • Filter by Value, selecting one or more:

  • Accepted — Transactions that were accepted and processed.

  • Pending — Transactions that haven't been processed yet, such as a pending eCheck.

  • Voided — Transactions voided by an organization user before processing.

  • Chargeback — Transactions on which a donor initiated a chargeback. Chargebacks can occur when an individual doesn't recognize a charge on their credit card statement, such as during card testing.

  • Declined — Transactions that didn't process due to invalid information, an exceeded credit limit, insufficient funds, or similar issues.

  • Error — Transactions affected by a communication issue with the third-party processor. You can find error details in the transaction details.

  • Offline — Cash or check transactions entered through the Virtual Terminal or by peer-to-peer participants in their fundraising dashboard. Peer-to-peer matching donations also have the Offline status.

  • Promise — Unfulfilled SMS pledges and invoiced donations.

  • Moved — Peer-to-peer transactions that moved from one form to another. The transaction stays on the original form for historical purposes and appears on the destination form for reporting.

Payment Method

A to Z, Z to A

Filter by Value: Visa, Mastercard, American Express, Discover, E-Check, Cash, Check, PayPal, Facebook, Matching, Bill to Carrier, or No Charge

Total Amount

Low to High, High to Low

Filter by Condition (up to three conditions)

Source

A to Z, Z to A

Filter by Value: Public Form, Mobile Donation Form, Virtual Terminal, Mobile Virtual Terminal, SMS, Peer-to-Peer, Kiosk, Givi, or Facebook Donation Form

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