Donation Reports¶
Roles
Donor export: All Users (Show Reports permission) Donation Totals: Box Office, Admin (Box Office Reports permission)
Navigation: Admin Menu > Reports > Donor export / Donation Totals
Overview¶
Stagemgr provides two donation-related reports that serve different purposes. The Donor export generates a detailed list of individual donor contact information, while Donation Totals provides a financial summary of donations grouped by theater.
Donor export¶
Purpose¶
The Donor export produces a CSV of donor contact information for a specified date range and theater. It is designed for building mailing lists, importing into CRM systems, and generating thank-you letter mail merges.
Generating the Report¶
- Navigate to Admin Menu > Reports.
- In the Donor export section, enter a start date and end date.
- Select a theater from the dropdown.
- Click Generate. The report runs as a background job.
- When processing completes, you will receive an email with a download link. The report also appears in the Generated Reports section at the bottom of the Reports page.
Input Fields¶
| Field | Required | Description |
|---|---|---|
| Start Date | Yes | Include donations on or after this date |
| End Date | Yes | Include donations on or before this date |
| Theater | Yes | Filter donations to a specific theater |
Report Contents¶
| Column | Description |
|---|---|
| Donor Name | Full name of the donor |
| Address | Mailing address |
| Phone | Phone number |
| Email address | |
| Donation Date | Date of the donation |
| Amount | Donation amount |
Background Job
This report runs as a background job and is delivered via email. Processing time depends on the number of donations in the selected range.
Donation Totals¶
Purpose¶
The Donation Totals report provides a financial summary of all donations within a date range, broken down by theater. It includes fee information so you can see both gross donations and net amounts after processing fees.
Generating the Report¶
- Navigate to Admin Menu > Reports.
- In the Donation Totals section, enter a start date and end date.
- Click Show to display results on screen, or Download to export a CSV.
Input Fields¶
| Field | Required | Description |
|---|---|---|
| Start Date | Yes | Include donations on or after this date |
| End Date | Yes | Include donations on or before this date |
1-Month Maximum
The date range for Donation Totals is limited to 1 month. If you need a longer period, run the report multiple times with consecutive date ranges.
Output Format¶
The report displays a summary table:
| Column | Description |
|---|---|
| Theater | The producing theater |
| Donation Count | Number of donations received |
| Gross Donations | Total donation amount before fees |
| Processing Fees | Credit card and payment processing fees |
| Net Donations | Donations after fees are subtracted |
CSV Download¶
The CSV contains the same summary data and can be imported into a spreadsheet for further analysis or inclusion in financial reports.
Typical Use Cases¶
- Year-end tax letters: Use the Donor export to generate a mailing list for annual donation acknowledgment letters.
- Monthly financial reporting: Use Donation Totals to report gross and net donation income to management.
- CRM import: Export donor contact information and import it into your donor management system.
- Fee analysis: Use the Donation Totals fee breakdown to evaluate the cost of processing donations.