Different reports can show different numbers because they answer different questions. This page lists the most common differences, why they happen, and which number to use.
Before anything else, check that both reports use the same dates and filters, and hover over each number's label to see what it includes.
Common questions
1. Why is Total raised in the Summary lower than the amount on my fundraiser page?
They measure different things:
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Total raised (Summary and Revenue reports) is money received in your dates, minus refunds. It includes covered fees and excludes matching gifts and offline pledges that haven't been received.
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The amount on a fundraiser, team or personal page (and Raised to date / Raised in the Fundraisers, Teams and Personal pages reports) is an all-time amount. It includes matching gifts and offline donations from the moment they're recorded, and excludes covered and custom fees.
Use Total raised for financial reporting on a period. Use the page amount for progress toward a public-facing fundraising goal.
2. Why doesn't the Transactions report add up to Total raised?
The Transactions report is a ledger of every row, not a total. It lists refunds as their own rows, offline pledges that haven't been received, both an offline pledge and its online payment, an installment plan and each of its payments, and deleted transactions. Use the Revenue report for totals.
3. Why is Donors to date higher than Active constituents?
Donors to date (Fundraisers report and Fundraiser report) counts gifts: someone who gave twice, or to two fundraisers, counts more than once. Active constituents counts people, once each.
4. Why did this month's total go down after I refunded an old donation?
A refund counts on the date it was made, not on the date of the original gift. Refunding a gift from last month lowers this month's Total raised.
5. Why is an installment pledge counted in full when only one payment has been made?
An installment plan counts in Total raised for its full amount on the day it starts, and each payment is not counted again. The Summary report's Installment plans section and the Installment pledges report show what has been collected and what is still to collect.
6. Why aren't my matching gifts in Total raised?
Matching gifts are never part of Total raised in the Summary report; they're shown beside it as Matching gifts, not included in total. In the Revenue report, turn on Include matches to add them. Fundraiser, team and page amounts always include matching gifts.
7. Why doesn't an offline donation appear in Total raised?
Offline transactions count in Total raised once they're marked as received. Until then they appear as Offline pending in the Summary and Revenue reports, and as a row in the Transactions report. Fundraiser, team and page amounts count them as soon as they're recorded.
8. The Fundraiser report shows Total raised and Settled. Which is right?
Both. Total raised is the fundraiser's all-time amount (what its page shows). Settled leaves out payments still processing (such as bank payments and donor-advised funds) and offline pledges not yet received.
9. Why is the Raised card in the Teams report different from the amounts in the teams list?
The Raised card counts money credited to teams in your dates. The Raised column in the list shows each team's all-time amount. The same applies to the Personal pages report.
10. Why is Raised to date in the Recurring donations report different from Recurring revenue in the Summary?
Raised to date covers every payment the listed plans have ever made. Recurring revenue in the Summary counts recurring payments made in your dates.
11. Why do the Registration report and Revenue by type show different registration numbers?
The Registration report counts people who registered in your dates, including free registrations. Registrations in Revenue by type counts paid transactions that include a registration.
12. Why doesn't Raised from auctions match Auctions in Revenue by type?
The Auction report covers all dates and counts each paid item once. Auctions in Revenue by type only counts auction payments made in your dates, minus refunds made in your dates. Donations from outbid bidders count as donations in both.
13. Why doesn't my payout match Total raised?
Payouts are what Stripe sent to your bank account, after fees, on the payout date. They never include matching gifts or offline transactions, and payments still processing appear only once Stripe pays them out.
14. Why do my numbers change when I select a site?
With a site selected, only transactions made on that site are counted. A gift made on another site to a fundraiser shared (mirrored) with yours is left out.
15. Why does my colleague see a different number?
Each admin sees only the organizations their role allows in each report. If your filters match and the numbers don't, compare your roles in Access manager.
16. Why isn't a donation made a minute ago showing?
Reports can take a minute to show new activity. Wait a minute and reload. The transaction's details page always shows the latest information.
17. Why is the Active constituents list shorter than the Active constituents card?
The list shows people who have a constituent profile. Offline donors known only by an email address (with no account) are counted in the card but have no profile to list.
18. Why are my numbers different from the old reports?
The redesigned reports apply one set of rules everywhere. Compared with the old reports, refunds now count on the refund date, installment plans count in full when they start, matching gifts and pending offline pledges are kept out of Total raised, and failed or deleted transactions are excluded. See How report numbers are calculated.
19. Why don't the Campaign links (UTM) totals add up to Total raised?
The Campaign links (UTM) section of the Revenue report only counts online checkouts that came through a campaign link, using the amount originally charged (later partial refunds aren't deducted). Offline transactions, automatic recurring payments and checkouts with no campaign link aren't included. See Donation Widget Links & UTM Tracking.
Still doesn't add up?
Contact your Partner Success representative or support@crowdchange.co with the report name, your dates and filters, and the two numbers you're comparing.