Supporter Transactions Report

The Supporter Transactions report shows every transaction tied to a specific donor or supporter, grouped by contact. It's the view you use when preparing for a donor meeting, researching giving trends, or verifying that a supporter's contribution history is complete and accurate before issuing a year-end giving statement.

Small nonprofits live and die by relationships with a handful of key supporters. Knowing who gave what, how often, and toward which purpose is the foundation of thoughtful stewardship. This report is also how you catch data-quality problems before they become awkward conversations — a missing gift, a duplicate contact, or a transaction posted to the wrong supporter can all be spotted here before you print a receipt or thank-you letter.

• At least one active contact marked as a supporter
• Posted transactions referencing those supporters as the contact on the transaction

Running the report

1. Go to Reports > Supporter Transactions (in the sidebar). (Older installations may still show "Donor Transactions"; the URL redirects automatically.)
2. Set the date range using the filter controls. A calendar year is the most common window, because it aligns with the period covered by year-end giving statements.
3. Optionally filter by fiscal year for a quick preset.
4. Click "Apply" to generate the report.

Reading the report

The report is grouped by supporter. For each supporter you'll see:

• The supporter's name as a section header
• A list of transactions within the date range, with date, description, fund, and amount
• A total for each supporter — the sum of their giving over the period

Supporters with no activity in the selected window don't appear in the report body. If a donor you expect to see is missing, widen the date range or verify that the transactions referencing them were posted (not still in Draft).

Exporting the report

1. Click "CSV" for a spreadsheet export — useful when you want to sort, filter, or pivot donor data for a development team meeting.
2. Click "PDF" for a formatted document, suitable for attaching to a donor file or sharing with the executive director ahead of a cultivation meeting.

• Totals match your expectations for major donors. If a top supporter is missing a gift you know about, the transaction may have been entered without a contact reference, or the contact may be duplicated.
• Anonymous gifts belong on the Statement of Activities revenue totals but will not appear in this report, because by design they aren't tied to a supporter record.
• Pledges vs. payments — this report shows posted transactions, not commitments. A pledge that hasn't been paid yet won't appear as revenue here.

• Confusing this with giving statements. Giving statements are the formal tax acknowledgment letters issued to donors for their records — they are generated from a different workflow (see Giving Statements) and follow IRS substantiation rules. The Supporter Transactions report is an internal tool for stewardship and verification, not a substitute for the giving statement.
• Using this report to reconcile to revenue totals. Because non-donor transactions and anonymous contributions don't appear here, the total in this report is usually smaller than your total contribution revenue on the Statement of Activities. That's expected, not a bug.
• Treating it as a donor list. This report only shows supporters with activity in the selected window. Your full supporter roster lives on the Supporters page, not here.

Tax-exempt status note: For 501(c)(3) organizations, gifts that a donor intends to deduct on their taxes must be substantiated with a contemporaneous written acknowledgment for any single contribution of $250 or more. The Supporter Transactions report can help you verify what a supporter gave, but the formal acknowledgment is issued through the Giving Statements workflow, which produces a compliant receipt with the required language.