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  • 1.  How to get a report of donations

    Posted 01-30-2024 16:35

    We have an event that which one can add a donation. I can not find how to run a report that tells me the difference between the payment of the ticket and the additional donation. Is that possible?

    Thanks


    #Reporting

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    Tamara Lamenzo
    Program Manager
    Babson College Project Management Office AdvancementUnited States
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  • 2.  RE: How to get a report of donations

    Posted 01-30-2024 16:42

    Hi Tamara,

    It depends on how you allow your customers to make donations with their ticket payments. Our organization uses the optional item as a way for individuals to make a donation, and we can run a report on those optional items. Whatever you use as the option to give the donation, you would need to add that field to your report to distinguish between the ticket payment and the donation. Hope that helps!

    Cecilia



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    Cecilia Boyd
    Meeting and Registration Systems Manager
    American Bar AssociationUnited States
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  • 3.  RE: How to get a report of donations

    Posted 01-30-2024 16:50

    Hi Cecilia,

    I appreciate your quick response - I realize there are optional items and our donations are set up that way. However, I can not see a field in a report that tells me how much $ we have made in optionals items.



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    Tamara Lamenzo
    Program Manager
    Babson College Project Management Office AdvancementUnited States
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  • 4.  RE: How to get a report of donations

    Posted 01-31-2024 09:29

    Hi Tamara,  Optional items are Agenda items.   The standard Agenda item report templates, such as 'Agenda Item Financial Details by Attendee' will display what you want.



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    Kim Scannell [Designation]
    Librarian
    The Center: Resources for Teaching and Learning
    United States
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  • 5.  RE: How to get a report of donations
    Best Answer

    Posted 02-01-2024 14:00

    Hi Tamara,

    Hope you are well!

    When you go to your event and run the 'Agenda Item Financial Details by Attendee' report, by default this report is grouped by 'Agenda Item Type' and 'Agenda Item Name'. You should see the grouping on the report. You can export the report and then customize it outside Cvent. 

    Or you could run the 'Order and Transaction Details' report and add the grouping basis 'Agenda Item Type' and 'Agenda Item Name' and get the required data.

    You can also refer to the following articles for your reference :

    Which report should I run? == LINK : : https://support.cvent.com/s/communityarticle/Which-Report-Should-I-Run

    Your Guide to Running Reports in Cvent == LINK : : https://support.cvent.com/s/communityarticle/Your-Guide-to-Running-Reports-in-Cvent

    I hope this helps. Please let us know if you have any further questions.



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    Raashi Semwal Khati
    Senior Quality Analyst
    Cvent
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  • 6.  RE: How to get a report of donations

    Posted 02-01-2024 15:11

    Thank you all for your help! I have what I need!!!

    Have an awesome February!



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    Tamara Lamenzo
    Program Manager
    Babson College Project Management Office AdvancementUnited States
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  • 7.  RE: How to get a report of donations

    Posted 01-30-2024 16:52



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    Tamara Lamenzo
    Program Manager
    Babson College Project Management Office AdvancementUnited States
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