GroupRev Reporting allows you to easily manage your Donation Data. This article will cover:
Editing A Donation
Recording An Offline Donation
Issuing A Refund
Resending A Donor's Receipt
Exporting Donation Data
Sending Year End Statements
For all the following options, begin with selecting Donations.
Editing A Donation
Select (highlight) the donation you want to edit, then click Edit Donation.
Update the information and click save.
Note: Editing the donation amount will not change the amount the donor was charged. It will update what reflects on the fundraising page.
Recording An Offline Donation
If you receive a cash or check donation, you can add it to the page to be counted towards your fundraising goal.
Select Enter Offline Donation
Add the details of the donation and save.
You can apply the donation to the Organization's page or to a Supporter's page. In either case, it will count towards your overall total.
Issuing A Refund
To issue a refund, look up and/or select to the donation and select Refund.
Note: Offline donations have the option to delete instead of refund, because no transaction took place.
Once the refund is complete, it cannot be undone.
Resending A Donor's Receipt
To resend a receipt, select Resend. Then click OK to send.
Exporting Donation Data
Select Accountant Report
Select Show/Hide Columns and select which data you'd like to include in the export.
Select Download CSV to download your report.
Sending Year End Statements
This feature will send your Donors a statement for all the donations they made to your Organization in a calendar year.
Select Send Year End Statements
Select the year. Add a custom message, then click Send Statements.
