Form Reporting

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Form Reports can be pulled in two ways: 

  1. Click  to the left of the form for which you want a report.
  2. While working in the form, choose Form Reporting from Manage Form.
TABLE OF CONTENTS

 

Reconciliation Report

Reconciliation Reports allow you to obtain a list of anyone who has donated/purchased anything for any online campaign within the date range you enter. Name, ID, Campaign,  Amount, and Billing Information are included by default.

Reconciliation Reports in sub-communities: Reconciliation reports can be pulled from the top level (GID=1) to also include reconciliation data for all sub-communities.

1. Click Reconciliation Report.

2. Date Range:  Enter the date range.  If left blank, all the event information, regardless of date, will be pulled into the form.

NOTE: Enter a date in the first range box only to search for a range since a certain date up to the present.  Enter a date range in the second date range box only to search for a range from the start of the community up to that date. 

Choose the community data you want to include in the report:

  • Main community  (This includes regular sub-communities)
  • Main community and all sealed sub-communities
    • Exclude certain communities - You have the option to select the communities you want to exclude from the report and use the arrows to move them to the right.
  • Main community and selected sealed sub-communities - A list box will appear displaying all of the sealed sub-communities. Multiple sub-communities can be selected by using the CTRL or shift key.
    • Choose the additional communities you want to include in the report and use the arrows to move them to the right.

Include Voided Transactions:  This option is checked by default.  The report will show all transactions, including all fully-adjusted (voided) commerce items.  Uncheck the box to exclude voided transactions from the report.  NOTE:  Voided Transactions are not the same as adjustments. Adjustments will not display in Reconciliation Reporting. This checkbox includes/excludes transactions that were voided (completely adjusted in one adjustment).

Click Next.

3. The system will indicate to you how many rows of member data will be included in the report. There are additional fields you can add to the report as well. As a best practice, do not include any additional fields until you view the default fields included in the report. You can view the defaults by clicking Preview.

4. The Preview will show up to 10 rows of data and will contain the main items needed for a bookkeeping type report. If you want to add other fields, you can use the Back button. Click Generate Report.

5. Click Download File to access the report.  By default, the file will be exported to Excel as a CSV file.  You also have a choice of options if you want to save the export.

  • I do not want to Save this Export
  • Save this Export for future use
  • Save and Schedule this Export- If you choose Save and Schedule this Export, you can save and schedule the report to be pulled and sent to you at regular intervals. With a scheduled report, you can set up who will receive the email notification so the report can be downloaded.  As a best practice, you should set an End Date for the scheduled report for an Event so that it does not continue to run after the Event has ended.
    • Data Output - select either
      • All Available Data - Produces a cumulative report that includes all data requested in the query, across the lifespan of the form, event, or campaign.
      • Data Updated Since Last Run - The report will export data per the configured query from the last time the report was run. For example, a weekly report will only show you the data updated within the last week.


Standard Report – Run Immediately

1. Select Standard Report.

2. Select Run the Report Immediately

3. Select one of the following options:

  • Include all members who submitted this form
  • Include all members who submitted this form between [start date] and [end date]

You can set the date range for the data you want to pull into the report. If you do not provide dates, the system will provide information since the form was created.

For this example, Include all members who submitted this form was chosen.

4. The following options are also available:

Include incomplete e-commerce transactions:  Select this option to include any purchases that were started but not completed by the user.  You can use this information to follow-up with the user or research issues with your form.

Customize query:  Indicate here if you would like to use the Data Viewer to further refine your report based on member data fields.  Use this option to refine a particular report to include only certain types of members, or members from a particular region, etc.  This example assumes the item has not been selected.

Include Voided Transactions: This option is checked by default.  The report will show all transactions, including all fully-adjusted (voided) commerce items.  Uncheck the box to exclude voided transactions from the report.

5. Click Next.

6. Export File Format:  Select either CSV or Fixed Data Length depending on your preference.

7. Load a Saved Export Fields List:  If you pull this report on a regular basis, you can save a list of fields to use in order to simplify the process. (When you’ve saved a list you like, you’ll be able to select it from this list the next time you run a report.) 

8. The fields from the form will be in the Selected box.   You may select as many fields as you like to create your query.

9. Select Additional Data Fields: Add additional data fields by using these two methods. 

  • Select from quick fields – Choose from an alphabetical list of fields to add to your form.
  • Select from a tree view - Select from a list of existing fields by searching the tree view of previously created forms to find the desired field.  Click on the plus signs (+) to drill down in the hierarchy. The information is displayed in the following order: 
                 + Type of Form
                     + Form
                         + Step (Tab)
                              - Fields   (Click on the desired Field to select.)

10. Once you have all of the fields in the Selected box, click Next.

11. Sort items in the Export Fields List: Sort items in the list using the “Move” buttons to put the report columns in the desired order.

12. Save the Export Fields List:  Here is your opportunity to save the Export Field List to reuse in the future. Saving the Export Field List is not the same as saving the actual export/report.

13. Click Next.

14. Report Preview:  A preview of the report will be shown with up to 10 rows of data. If there were no results for your form, a message will display instead of displaying a preview. Click Next.

15. Click Download File to access the report. By default, it will export to Excel as a CSV file. There are other options shown on the screen as well:

  • I do not want to Save this Export
  • Save this Export for future use
  • Save and Schedule this Export
    •  If you choose Save and Schedule this Export, you can save and schedule the report to be pulled and sent to you at regular intervals. With a scheduled report, you can set up who will receive the email notification so the report can be downloaded.
    • As a best practice, you should set an End Date for the scheduled report if you have an end date for the form so that you do not continue receiving reports after the form is closed.

 

Standard Report – Schedule for a Later Date

1. Select Standard Report.

2. Select Schedule the Report for a Later Date.

3. Select one of the following options.

  • Include all members who submitted this form
  • Include all members who submitted this form between [start date] and [end date]

You can set the date range for the data you want to pull into the report. If you do not provide dates, the system will provide information since the form was created.

For this example, Include all members who submitted this form was chosen.

4.  The following options are also available:

Include incomplete e-commerce transactions:  Select this option to include any purchases that were started but not completed by the user.  You can use this information to follow-up with the user or research issues with your form.

Customize query:  Indicate here if you would like to use the Data Viewer to further refine your report based on member data fields.  Use this option to refine a particular report to include only certain types of members, or members from a particular region, etc.  This example assumes the item has not been selected.

Include Voided Transactions: This option is checked by default.  The report will show all transactions, including all fully-adjusted (voided) commerce items.  Uncheck the box to exclude voided transactions from the report.

5. Click Next.

6. Export File Format:  Select either CSV or Fixed Data Length depending on your preference.

7. Load a Saved Export Fields List:  If you pull this report on a regular basis, you can save a list of fields to use in order to simplify the process. (When you’ve saved a list you like, you’ll be able to select it from this list the next time you run a report.) 

8. The fields from the form will be in the Selected box.   You may select as many fields as you like to create your query.

9. Select Additional Data Fields: Add additional data fields by using these two methods. 

  • Select from quick fields – Choose from an alphabetical list of fields to add to your form.
  • Select from a tree view - Select from a list of existing fields by searching the tree view of previously created forms to find the desired field.  Click on the plus signs (+) to drill down in the hierarchy. The information is displayed in the following order: 
                 + Type of Form
                     + Form
                         + Step (Tab)
                             - Fields  (Click the desired Field to select.)

10. Once you have all of the fields in the Selected box, click Next.

11. Sort items in the Export Fields List: Sort items in the list using the “Move” buttons to put the report columns in the desired order.

12. Save the Export Fields List:  Here is your opportunity to save the Export Field List to reuse in the future. Saving the Export Field List is not the same as saving the actual export/report.

13. Click Next.

14. Report Preview:  A preview of the report will be shown with up to 10 rows of data. If there were no results for your form, a message will display instead of displaying a preview. Click Next.

15. Schedule Report:  You are now ready to save and schedule the report. Enter a report name, description, start date, and a frequency for how often the report should run (i.e. daily, monthly, yearly).  An end date is optional. Click   to save your information.

16. Email Notification:  The next screen prompts you for the admins who should receive the notification that the report has run. Fill in the following data: admins, From Name, Subject, and body text. Click Save Email Notification.

NOTE:  Do not delete ##File Link## and ##File URL## from the message.  These create the link to your report file and allow you to access it from the email.

17. Click Close.

 

Updated Fields Report – Run Immediately

1.  Select  Updated Fields Report.

2.  Select  Run the Report Immediately. You can set the date range for the data you want to pull into the report. If you do not provide dates, the system will provide information since the form was created.

3.  The following options are also available:

Include incomplete e-commerce transactions:  Select this option to include any purchases that were started but not completed by the user.  You can use this information to follow-up with the user or research issues with your form.

Customize query:  Indicate here if you would like to use the Data Viewer to further refine your report based on member data fields.  Use this option to refine a particular report to include only certain types of members, or members from a particular region, etc.  This example assumes the item has not been selected.

Include Voided Transactions: This option is checked by default.  The report will show all transactions, including all fully-adjusted (voided) commerce items.  Uncheck the box to exclude voided transactions from the report.

4. Click Next.

5. Identifier Fields:  The next screen will prompt you to provide Identifier Fields.
By default, the Member ID field will be included. The purpose of Identifier Fields is to help you identify who the updated information belongs to, so it is best to choose fields that will rarely change such as First Name, Last Name or Member ID.  Once you have your Identifiers selected, click  Next.

6. Export File Format:  Select either CSV or Fixed Data Length depending on your preference.

7. Load a Saved Export Fields List:  If you pull this report on a regular basis, you can save a list of fields to use on a regular basis in order to simplify the process. (When you’ve saved a list you like, you’ll be able to select it from this list the next time you run a report.) 

8. The fields from the form will be in the Selected box.   You may select as many fields as you like to create your query.

9. Select Additional Data Fields: Add additional data fields by using these two methods. 

  • Select from quick fields – Choose from an alphabetical list of fields to add to your form.
  • Select from a tree view - Select from a list of existing fields by searching the tree view of previously created forms to find the desired field.  Click on the plus signs (+) to drill down in the hierarchy. The information is displayed in the following order: 
                + Type of Form
                    + Form
                        + Step (Tab)
                            - Fields  (Click the desired Field to select.)

10. Once you have all of the fields in the Selected box, click Next.

11. Sort items in the Export Fields List: Sort items in the list using the “Move” buttons to put the report columns in the desired order.

12. Save the Export Fields List:  Here is your opportunity to save the Export Field List to reuse in the future. Saving the Export Field List is not the same as saving the actual export/report.

13. Click Next.

14. Report Preview:  A preview of the report will be shown with up to 10 rows of data. If there were no results for your form, a message will display instead of displaying a preview. Click Next.

15. Click Download File to access the report. By default, it will export to Excel as a CSV file. There are other options shown on the screen as well:

  • I do not want to Save this Export
  • Save this Export for future use
  • Save and Schedule this Export
    •  If you choose Save and Schedule this Export, you can save and schedule the report to be pulled and sent to you at regular intervals. With a scheduled report, you can set up who will receive the email notification so the report can be downloaded.
    • As a best practice, you should set an End Date for the scheduled report if you have an end date for the form so that you do not continue receiving reports after the form is closed.

16. Click Close.

 

Updated Fields Report – Schedule for a Later Date

1. Select  Updated Fields Report.

2. Select Schedule the Report for a Later Date.

3.  The following options are also available:

Include incomplete e-commerce transactions:  Select this option to include any purchases that were started but not completed by the user.  You can use this information to follow-up with the user or research issues with your form.

Customize query:  Indicate here if you would like to use the Data Viewer to further refine your report based on member data fields.  Use this option to refine a particular report to include only certain types of members, or members from a particular region, etc.  This example assumes the item has not been selected.

Include Voided Transactions: This option is checked by default.  The report will show all transactions, including all fully-adjusted (voided) commerce items.  Uncheck the box to exclude voided transactions from the report.

4. Click Next.

5. Identifier Fields:  The next screen will prompt you to provide Identifier Fields. By default, the Member ID field will be included.
The purpose of Identifier Fields is to help you identify to whom the updated information belongs, so it is best to choose fields that will rarely change such as First Name, Last Name or Member ID.  Once you have your Identifiers selected, click  Next.

6. Export File Format:  Select either CSV or Fixed Data Length depending on your preference.

7.  Load a Saved Export Fields List:  If you pull this report on a regular basis, you can save a list of fields to use on a regular basis in order to simplify the process. (When you’ve saved a list you like, you’ll be able to select it from this list the next time you run a report.) 

8. The fields from the form will be in the Selected box.   You may select as many fields as you like to create your query.

9. Select Additional Data Fields: Add additional data fields by using these two methods. 

  • Select from quick fields – Choose from an alphabetical list of fields to add to your form.
  • Select from a tree view - Select from a list of existing fields by searching the tree view of previously created forms to find the desired field.  Click on the plus signs (+) to drill down in the hierarchy. The information is displayed in  the following order: 
              + Type of Form
                  + Form
                     + Step (Tab)
                        - Fields  (Click the desired Field to select.)

10. Once you have all of the fields in the Selected box, click Next.

11. Sort items in the Export Fields List: Sort items in the list using the “Move” buttons to put the report columns in the desired order.

12. Save the Export Fields List:  Here is your opportunity to save the Export Field List to reuse in the future. Saving the Export Field List is not the same as saving the actual export/report.

13. Click Next .

14. Report Preview:  A preview of the report will be shown with up to 10 rows of data. If there were no results for your form, a message will display instead of displaying a preview. Click Next .

15. Schedule Report:  You are now ready to save and schedule the report. Enter a report name, description, start date, and a frequency for how often the report should run (i.e. daily, monthly, yearly).  An end date is optional. Click   to save your information.

16. Email Notification:  The next screen prompts you for the admins who should receive the notification that the report has run. Fill in the following data: admins, From Name, Subject, and body text. Click Save Email Notification.

NOTE: Do NOT delete ##File Link## and ##File URL## from the message.  These tokens create the link to your report file and allow you to access it from the email.

17. Click Close.


Report Columns

A few special columns will appear in your Forms, Events, Donations and Membership reports.

E-Commerce

The following payment gateways will have a value for  the Customer Trans Number column: AuthorizeNet, SecurePay, Verisign, PaymenTech, SkipJack, Shift4, PlugNPay, TouchNet, infiNET, NEOS, VirtualMerchant, Moneris, CashNet, CommWeb hosted, Moneris US, CashNet Hosted, Official Payments, Bluefin, CyberSourceSOAP, NIC USA ePay Emulator, First Data Global Gateway, USAePaySOAP.

The following payment gateways will have a value for the Retrieval Code column: AuthorizeNet, SecurePay, Verisign, PaymenTech, SkipJack, Shift4, PlugNPay, infiNET, VirtualMerchant, Moneris US, Official Payments, TransNational Bankcard, Bluefin, CyberSourceSOAP, NIC USA ePay Emulator, First Data Global Gateway, USAePaySOAP.

Appeal Codes

Appeal Code functionality can be used to generate additional reporting information.  They are useful for marketing purposes, for example, to let you track which of the marketing methods you used was the most effective.
A column for appeal codes will appear in your reports.  It will be populated with the appeal code(s) that were used.  If no appeal code was used, the column will be empty.  Click here to find out how to use appeal codes.

"Date Submitted" and "Last Updated" Columns

"Date Submitted" and "Last Updated" Columns provide clients more descriptive and nuanced date/time stamps for their form exports - Events, Donations and Membership Campaigns, and Commerce Forms. These date stamps provide a much clearer picture for analyzing form submissions and transactions.  NOTE:  This does not apply to standard forms, but if your standard, non-commerce form has an instance field, then the columns will be populated in the online export.

These new date/time stamps appear in the exports contiguous to the existing date_added column.


Date Submitted (date_submitted) - This is the date/time stamp for when the user completed the form submission, whether by final submission of the form or by successfully completing the commerce transaction.  This Date Submitted will not change through the life of the particular form submission.

Last Updated (last_updated) - This is the date/stamp of the original date of the submission, but which then changes to reflect the date/time of any subsequent edits or adjustments by the registrant or an admin

Due to the current profile form system functionality for generating last updated values on a per field basis for update fields exports, these columns have not been added to Profile Form exports. This will be done in a future enhancement.

NOTE:  Clients who have an automated offline process that depends on specific defined column headers and/or order will need to update the process to include these columns.  This does not affect the current web services query filters for start and end dates. 

Reconciliation Report Columns

A column called “Community Name” will be added to all reconciliation reports. It is in reports from both the top level and those generated from sub-communities for standardization purposes.

  • **LedgerFields** are the Commerce ID fields, they only show if they exist.
  • **CustomFields** will only show if they are added to the report field list.
  • **ID** is the institution’s constituent ID field, specific to the institution’s naming for that field
  • **VolunteerAgentFields** will only show for Donations if Volunteer Fundraising is enabled.
  • ACH columns will no longer appear. No payment gateway integrations currently support ACH so these columns were extraneous. If enabled in the future for a particular gateway, the the ACH columns will appear
  • "From Facebook" will only show if the site has forms of that type enabled on the Social Applications Manager.

All Reconciliation Reports across three types of report options – running a new reconciliation report, running a saved reconciliation report, and scheduling a reconciliation report – now have the same consistent columns across all three options. (This was not previously the case, with variance in the columns / ordering across report types and methods.) ***As a result, any automated processes that you have in place for scheduled Reconciliation Reports will be affected by this new column and sort ordering. You will need to update your automated procedures to consume the files with their new sort order.***

Click here to download an Excel file showing the Reconciliation Report Column Ordering.

 

Large Exports

If your export is very large, you might receive this message after the Preview page:  Your file is being processed.  Please wait...
The system will time out after 60 seconds if your file is too large to be processed in that time and will give you this message and options:



Select Save and Schedule.
Enter the Export Name, select today’s date for the Start Date, and select One Time for the Frequency. (End Date is not applicable.) Your export will be run in overnight processing, and you will receive an email notifying you when it is ready.

 

Have more questions? Submit a request