Giving summary: totals by campaign, payment type or month
Insights → Summary adds up what came in for any period and splits it by campaign, reason, payment type, collector, source, location or month — with the number of payments and donors.
Before you start
- Your login needs "See reports & statements" (Settings → Team & roles).
- 1
Open Insights
Click "Insights" in the menu. You start on "Summary", titled "Giving summary".
Insights is in the main menu. - 2
Choose the dates
In the first box choose "Last 30 days", "Last 90 days", "Year to date", "Last 12 months", "All time" or "Custom". For Custom, fill in the two date boxes.
Pick a period, or Custom with your own dates. - 3
Choose how to group
In "Group by …" choose campaign, reason, payment type, collector, source, location or month.
Choose how to split the totals. - 4
Press Run
Press "Run". Three boxes show the "Total", the number of "Payments" and "Donors". The table lists each group with its share of the total.
Totals, then one row per group. - 5
Download the payments
Press "Export payments" to get an Excel file of every payment in that period.
Every payment in the period, as Excel.
Tips
- Totals are money that went through, less refunds. Declined, pending and voided gifts aren't counted.
- A login limited to some campaigns or to "own results" sees only those totals — the page says so under the title.
- "(inactive)" in a row means a campaign or collector that was removed.
If something isn't working
You're sent to Home with "You don't have access to that page."
Your login doesn't have "See reports & statements". Ask an admin to tick it in Settings → Team & roles.
The total is lower than the bank.
Pending bank transfers and gifts not yet recorded aren't counted. Check Insights → Bank reconciliation.