How to Use the Contribution Details Report

The Contribution Details report is a powerful tool to explore contributions made to your organization. By providing a variety of filters, along with display options, this report lets you create all kinds of custom reports about this history of contributions to your organization.

Where can I find the Contribution Details report?

Select Reports from the main menu and look under the "Fundraising & Sales" heading to find Contribution Details.

What does the Contribution Details report show me?

Using the filters in the Contribution Details Report, you can answer all kinds of questions about your contribution history.  Generate reports about different types of donations in a chosen time period that came from specific types of donors, or for certain restricted accounts, or related to a specific tag. Your MonkeyPod will show you not just the matching gifts, but include a summary of the matching gift  totals as well.

Examples

Here are just a few examples of the types of questions you might answer with this report:

• What were our government grants for all time (including the total number and amount)?
• What donations were received last month by credit card (or check, or cash)?
• How many gifts tagged "Giving Tuesday" did we receive in 2025? And what was the average gift size?
• How many pledges did we get from individuals last quarter?
• How many donations over $5,000 have we received from corporations in the last 5 years?
• What donations came into our restricted account for the Wetlands Restoration project this year?

Use any combination of the filters, as shown below, to find the answers you're looking for!

How do I use the report settings to find the information I need?

The Report Settings section at the top of the page displays all the filters you can use to build your report.

For example, the screenshot below shows the Time Span filter, where you can enter a start and end date to narrow your report to a specific time period, or use relative date ranges (such as 'Last Fiscal Year').

Select the + icon next to any filter to expand it, and make your selections there.

The + icon turns to a - icon once you have configured a particular filter. Click the - icon to clear and collapse that filter.

Adding filters narrows your results. For example, if you select the filter for relationship type (such as "foundations") and a gift type (such as 'grants'), the report will display only grants received from foundations.

As you change your Report Settings, the Results Summary section updates to show you the total amount raised, the number of matching gifts, average gift size, and the largest gift based on your selected filters.

The individual gifts are listed at the bottom of the page. Use the Show / Hide Columns settings to choose what information you'd like displayed in the report.

How do I save a custom Contributions Details report?

The Contribution Details report can answer a wide range of questions, depending on what you're looking for. It can be really helpful to save a search once you've configured it so that you can rerun the same report later with a simple click.  For example:

• Tracking major gifts: Your development director wants to keep an eye on every gift of $5,000 or more, and receive a report including the steward information and campaign tags.
• Monitoring event revenue: Your team is running a special campaign and you've tagged related contributions accordingly. They want to receive a weekly Contribution Details report filtered by that tag to easily monitor how the campaign is performing.

To save one of these reports:

1. From the main menu, choose Reports, then select Contribution Details.
2. Configure the Report Settings panel with the filters and options you want. You can set a timespan, choose gift types, narrow by amount, filter by tag, and more.

3. Click the Save Report button at the bottom of the Report Settings panel.

   

4. Give the report a clear, descriptive name and save.  

How do I load a saved Contribution Details report?

You can easily access your saved reports later by clicking the Load Saved button at the bottom of the Report Settings panel and choosing the saved report you want to view. Your filters will populate automatically and the report will display.

How do I subscribe to a saved Contribution Details report?

Subscribing to a report tells your MonkeyPod to automatically run the report and email the results to you on a schedule. It's a great way to keep yourself or your team informed without anyone having to remember to pull the data manually.

To subscribe to a saved report:

1. Load the saved report you want to subscribe to (see steps above).

2. Click the Subscribe to this Report icon (it looks like a small calendar).

   

3. In the Subscribe to this Report window, choose how often you'd like to receive the report:
   • Every day: great for time-sensitive monitoring, like watching for large incoming gifts.
   • Every Monday: perfect for weekly team check-ins or kicking off the work week with fresh data.
   • The 1st of every month: ideal for monthly board updates or recurring financial reviews.
   • The 15th of every month: useful for mid-month check-ins or payroll-cycle reporting.
4. If you want to include additional details about the relationships connected to each contribution or sale, expand the Relationship columns to include section and check the boxes for any fields you'd like added. You can include basic information (like address, email, and phone), financial activity (like lifetime giving or last gift amount), and even custom attributes you've set up in your MonkeyPod.
5. Click Save.

Your subscription is now active. You'll start receiving the report by email on the schedule you selected.

How to discontinue a subscription

You can manually discontinue a subscription by loading the saved search, and selecting the calendar icon to change the scheduled frequency to No schedule and clicking Save.

Scheduled report emails are paused automatically in two situations:

• If your user account is no longer active: if someone leaves your organization and their MonkeyPod user account is deactivated, any subscriptions tied to that account will stop sending.
• If your organization's MonkeyPod subscription is no longer active: if your nonprofit's MonkeyPod subscription lapses, scheduled reports for all users will pause until the subscription is reactivated.

In both cases, the subscriptions are flagged as inactive rather than deleted, so they can be picked back up if circumstances change.

Frequently Asked Questions

Can I subscribe to a report I didn't create?

Yes! Saved reports are shared across your MonkeyPod, so any user with permission to view that report can also subscribe to it. Each subscription is personal, though, so your colleague subscribing to the same report doesn't affect whether you receive it (and vice versa).

Can I export my report results?

Sure! Just use the Export button that appears next to the "Show / Hide Columns" section above the report results. You'll have the option to add any relationship details to the export as well.

Can I get a list of addresses for all the gifts listed in the report?

Yes! Use the Export button to export your results, and then choose the address fields to include with your export.

Can I see details about memorialized donations here?

Yes! Choose the option to show "In Memory Of" and "Dedication Notes" in your results.

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