All reports follow the same rules about which transactions count, on which date, and what is left out. That's why the Summary report and the detailed reports show the same Total raised for the same filters. This article explains those rules.
Every number in a report has a dashed-underline label. Hover over it (or tap it) to see a short version of these rules for that number.
What counts as money raised
Total raised is the money received in your dates, minus refunds made in your dates. Revenue by type, Revenue by channel, Recurring revenue, Top fundraisers and Top constituents are all built from the same transactions.
|
Kind of transaction |
In Total raised? |
In Transactions count? |
Counts as an active constituent? |
|---|---|---|---|
|
Online payment (card, wallet, PayPal…) |
Yes |
Yes |
Yes |
|
Online payment still processing (bank payments such as ACH or pre-authorized debit, crypto, donor-advised funds) |
Yes |
Yes |
Yes |
|
Recurring donation payment |
Yes, each payment on its own date |
Yes, each payment |
Yes |
|
Installment plan |
Yes, the full plan amount on the date the plan starts |
Yes, once per plan |
Yes |
|
Each installment payment |
No (already counted with the plan) |
No |
No |
|
Offline transaction marked as received |
Yes |
Yes |
Yes, by the donor email on the transaction |
|
Offline transaction not received yet (pledge) |
No. Shown separately as Offline pending |
No |
No |
|
Offline pledge paid online with the payment link |
Yes, on the payment date, as offline revenue |
Yes, once |
Yes |
|
Lump-sum offline donation (one gift from several people) |
Yes |
Yes |
No (no single donor) |
|
Free registration ($0) |
Adds $0 |
Yes |
Yes |
|
Refund (full or partial) |
Subtracted on the date of the refund |
A fully refunded transaction is no longer counted |
A fully refunded transaction no longer counts |
|
Failed, cancelled or deleted transaction |
No |
No |
No |
|
Transaction on a deleted fundraiser |
No |
No |
No |
What's included in a transaction
Included: donations, self-donations (donations registrants make to their own page while registering), tickets, registrations, apparel, sponsorships, eCards, team packages, bundles, auction payments, custom fees and covered fees (fees a donor chooses to cover).
Not included:
-
Matching gifts. The Summary report shows them separately (Matching gifts, not included in total). The Revenue report adds them only when you turn on Include matches.
-
Sales taxes.
Who counts as a constituent
An active constituent is a person who made at least one transaction in your dates, including free ones: a donation, ticket, registration (free or paid) or any other purchase, online, or offline once received. Each person counts once, however many times they gave.
-
Online transactions belong to the account that paid.
-
Offline transactions belong to the donor email entered on the transaction. If that email belongs to an account, the gift is added to that person, so someone who gives both online and offline counts once.
-
Not counted: fully refunded transactions, offline transactions not received yet, lump-sum donations, and offline transactions without an email.
New constituents made their first transaction to your fundraisers in your dates. Returning constituents had made one before. Retention is the share of the compare period's active constituents who were active again in your dates.
To have offline donors counted correctly, always enter the donor's email on offline transactions. See How to Enter Offline Donations.
Dates and refunds
-
Every transaction counts on its transaction date, in your site's time zone.
-
A refund counts on the date it was made. A refund this month of a gift made last month lowers this month's total, not last month's.
-
Statuses (recurring plans, installment plans, fundraisers) are shown as of today, whatever dates you pick.
-
Charts show daily points, or monthly points when your dates cover 93 days or more.
How channels are decided
In Revenue by channel, each transaction is in exactly one channel, so the channels add up to Total raised:
-
Offline: received: offline transactions marked as received, and online payments of offline pledges.
-
Installment plans: the full plan amount, counted when the plan starts.
-
Online: recurring: recurring donation payments (and their refunds).
-
Online: one-time: everything else.
Numbers that work differently on purpose
A few numbers do not follow the date-based rules above, because they answer a different question. Their tooltips say so:
-
Raised, Goal and Donors in the Fundraisers, Teams and Personal pages lists are all-time amounts, the same as on the public page.
-
Raised to date in the Recurring donations report covers every payment the listed plans ever made.
-
The Transactions report is a list of every charge and refund, so it doesn't add up to Total raised.
See Why don't my report numbers match? for each case.