Is it possible to generate a report filtered by donation amount?

You can generate a report of a specific donation amount through the Reports section of your Dashboard.

Here are instructions for generating that report:

  1. Go to Reports > Transaction & Activity Reporting. 
  2. Choose Report Type = Donations
  3. Set the date filter to your desired date range.
  4. Click Add Filter:
    • Filter = Amount Paid
    • Set your desired Parameters and Values 
  5. Click Generate Report.
  6. Scroll down and click Custom Report and select the fields you wish to include in your report.
  7. Scroll to the bottom of that page and send it to yourself via email as a spreadsheet. Once you have it in spreadsheet form, it is much easier to manage and filter.

Note: If you are looking for a shortcut without sending a report to yourself via email, you can set your filters, click Generate Report, and scroll to the bottom to see a list of transactions broken out. All you have to do is click the field's title (Donation Amount in this case), and the transactions will sort from lowest to highest. Click Donation Amount again to sort from highest to lowest.

You can segment contacts by various filters. For instance, if you want to see who has yet to contribute financially, here's how to do it:

  1. Navigate to Contacts > Contact Reporting.
  2. Select Filter = All Time Contribution $ Amount.
  3. Select Parameter = Is equal to.
  4. Set the Values = 0.
  5. Click Generate Report.
  6. Click Full Report to view the report.

You can also further filter the report after export by including fields in the export:

  1. Click Custom Report.
  2. A Custom Export Report page will appear. Select any parameters you would like included in the report.
  3. For example, if you want a report to see who has attended an event but not yet made a financial contribution from the beginning, select "All Time Event Registrations".
  4. Scroll to the bottom and click Get Report.

Note: Contribution is distinct from a Transaction or Donation. A Contribution is any non-zero transaction. So, a volunteer transaction is not a contribution, but a donation transaction is. A free registration is not a contribution, but a paid registration is.