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Use the Report Summary to View Donor Totals, Donation Revenue, and Fund Breakdowns

Use Report Summary to quickly review your total donors, donation revenue, and breakdowns by fund and donation source without running an export

Written by Maddy

Report Summary provides an at-a-glance view of your page’s performance. Without running an export or calculating totals manually, you can review your overall donor and revenue statistics, along with breakdowns by donation source and fund. This article explains how to access Report Summary and what you’ll find in each section.

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Getting Started

  • From the Pages screen, click the graph icon next to the page you want to view

  • Select Report Summary from the menu

Pro Tip: Use the All Time filter to view sales and revenue for donations made during a specific date range.

Note: By default, the report data appears in a table. Click Download Summary to download a CSV containing the report totals.


Overall Statistics

This section provides an at-a-glance summary of your page totals. It calculates your net revenue by subtracting declined donations from your total donation revenue.

Here’s what each row includes:

  • Total Donors: Revenue from all donations

  • Declined: Total donations that have been declined

  • Total: Your total donations sold, the percentage of donations that are completed, and your net revenue

Each row in the summary includes the following columns:

  • Count: The number of donations included in that row

  • % of Total: The percentage of all donations represented by that row

  • Revenue: The revenue associated with that row


Donation Sources

This section breaks down your donations by source, showing how many were recurring donations versus one-time web donations.

Each row includes:

  • Type: The donation source

  • Count: The number of donations from each source

  • % of Total: The percentage of total donations from each source

  • Revenue: The total revenue generated from each source


Donation Funds

This section breaks down your donations by fund when using Fund Tracking or Search and Support.

For each fund, you'll see:

  • Type: The fund name

  • Count: The number of donations allocated to the fund

  • % of Total: The percentage of total donations allocated to the fund

  • Revenue: The total revenue allocated to the fund


Additional Items

If your page includes additional fields, such as merchandise, this section provides a breakdown of each option within your field. Each option includes the following columns:

  • Type: The name of the option

  • Count: The number of selections made for this option

  • % of Total: The percentage of donors that selected this option

  • Revenue: The revenue associated with the option

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