Category

Common Aggregate Reports

Aggregate Reports are found under your Organization Reports & Exports, on the Organization Home. These are reports designed to give an overview of your Organization in Greater Giving Online. Aggregate reports run on all Projects that you have, unless specified either within the Report itself or on the Grid. Below, we cover some of the most common Aggregate Reports.

Click here for a list of Aggregate Reports.

Filtering Aggregate Reports:

Because Aggregate Reports run on all Projects, the easiest way to filter them is to select specific Projects from the grid using the check boxes on the left, and clicking the Reports & Exports button.

AggregateReports.jpg

AGG-03:
The Sales for Accounting Rollup functions much like the SUP-02: Sales for Accounting report, except that it can be run across multiple Projects, making it invaluable as a total Sales/Payment data export. There are Sales Filters that allow you to hide or show different Package Types, as well as Sale Date on After/Before, and Payment Date on After/Before.

 

AGG-13:
The Item Donor History report functions much like the DON-10: Item Donors and Their Donations report, except that it can be run across multiple Projects, making it invaluable as a total Item donation data export. There are no additional filters for this report, but it does include everything related to the Item donor and their donation, including Item Name, Value, Procurement Status, and the Donor address.

 

AGG-18:
The Tracking of Deleted Records report will list out any Sales, Payments, or Supporters that were deleted from within your Projects. When running the report, you can select to show All, just Supporters, just Sales, or just Payments on the deleted record report. This is a great tool for doing some troubleshooting to missing records.

  • Note: Merging two Supporter records causes one to appear on the Deleted Records report.

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