Reports for "additional donations" added when using online webforms

Casey Harlow
Casey Harlow
Fifth Anniversary
in Blackbaud Altru® General Discussions
Hello! 


This year, our org has been hosting a lot of virtual events and webinars (as one does these days), and we've been using the Altru program webforms to track registrations for these online programs. Some are paid and some are free, but many of our participants have been opting to "add a donation" when they check out and complete their registration. 


We would love to be able to track these donations by the program registration that prompted the gift, i.e. which webinars and programs have brought in $X in donations for us. I have yet to find a good way of doing this though. 


The added donations are currently linked to our General Operating Fund as far as designations go, which isn't that helpful in tracking each program separately. I tried to create a query to find the info I need, but I'm still fairly new with queries and couldn't quite get the information out that I needed. 


Has anyone been successful at finding or setting up a way to pull this data out?


 
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  • Jesse Price
    Jesse Price
    Sixth Anniversary Kudos 1 Participant Facilitator 1
    Hi Casey,


    I'm sure there's a cleaner way to do this, but I use a selection in Query and then output the data to Excel to process.


    I would make one really simple Sales Order query called "is_additional_donation_yes" or whatever:
    1126481e894447a6f5b766b453d2f456-huge-is


    Be sure to save it as a selection and click the box that says "Show this Selection in the Query Designer."


    Then, make a second Sales Order query and select 'exists' in the first query:
    d25c3feeb3454df081b49891ffaa3446-huge-ad


    Then, your output will have program name and additional donation amount. There will be duplicate rows because of how Altru structures data. This is where setting up an Export definition in Altru might help, but that seems like a lot of work.


    There may be some rows with only the sales order id and null values, and those will most likely be if people have been making additional donations with online membership purchases.

      Sales Order Item\\Sales Order Item Ticket\\Program\\Name Sales Order Item\\Sales Order Item Donation\\Amount Online General Admission     $10.00
    Lookup ID
    8-10676180
    8-10676180
    You could use a =SUMIFS() formula in Excel to get the value on the right row. Something like:


    =SUMIF(A:A,A2,C:C)


    Then, deduplicate and you get a file with sales order id (remove the 8- to search in Altru), the program name, and the amount of the additional donation: Sales Order Item\\Sales Order Item Ticket\\Program\\Name Sales Order Item\\Sales Order Item Donation\\Amount Arboreal Architecture $5.00 Avoiding the $30 Tomato $5.00 Avoiding the $30 Tomato $20.00
    Lookup ID
    8-10839934
    8-10636774
    8-10637716
    Finally, you can use a pivot table to summarize your donations. In this case, total donation amount for the first program is $5 and the second program, $25.


    Hope this helps and good luck.


    Jesse

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