How to Use the Contribution Details Report
The Contribution Details report provides a quick and easy way to explore contributions made to your organization. By providing filters for time span, gift type, relationship type, gift amount, tags, accounts and payment method, this report lets you create all kinds of custom reports about your giving history.
Where can I find the "Contributions 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, were you can enter a start and end date to narrow your report to a specific time period.
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.
Exception: When using the Gifts tagged filter, transactions with any of the chosen tags will be included in your results. For example, if you select the tags for two different fundraising campaigns, your results will show matches for either fundraising campaign tag, rather than only showing gifts that include both tags.
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.
Frequently Asked Questions
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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