Charity gets donations from various donors and money are being deposited to cash account. How produce report - the list of donors with totals of donations during period of time?
Payer is not the customer, donations is not the part of sales process.
Thanks.
Set up an income account called Donations. Use Receive money transactions, posted to that account. Drill down from the Summary to get a listing with these headings:
Export the listing and modify as desired in a spreadsheet.
is this the only way?
No, it isn’t. You could also search the Cleared balance drill-down listing under Cash Accounts for the account where the donations are deposited. Search for Donations. Then export.
If you are looking for a way around creating the Donations income account, any alternatives would make finding these transactions more difficult.
If you are looking for a pre-existing report for a category of income sources you’ve invented, there isn’t one.
thanks
Reports → Cash Summary → Inflows (Accounts Receivable)
@Solnce, @Ahmad_Ardati’s advice is not correct. A donation will not have been processed through Accounts receivable, so will not show under that category. But if you set up a Donations account as suggested, the Cash Summary is one more way to obtain a drill-down report like I described.
Note that the signs of numbers may not make sense to you. To obtain a traditional report, you may want to reverse them in the spreadsheet.
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Dear @Tut, @Solnce and @Ahmad_Ardati
Thank you for your advice.
In am also running a Charity Organisation (NGO) and have various Donors and need to be able to produce a detail report on each Donor.
-
Individual Payers Report - Transactions with Total
As mentioned by @Tut donations are not processed through _Accounts receivable_, although I still need to be able to **track the transaction of donations** **by each Donor**
Try this, assuming you are depositing donations to a bank account:
- Be sure your transaction descriptions include the word donation.
- In the Bank Accounts tab, Search for donation.
- Sort the result by clicking on the
Contactfield. - Export the sorted search results to a spreadsheet. You will have a listing, grouped by donor, of all donation-related bank transactions. Manipulate further in the spreadsheet to obtain the desired report content.
Dear @Tut
Thank you for your reply.
Hi Martin,
The best solution for me so far is export of the donations collecting
account to LibreOffice Calc and then pivot the table. As for charity this
is ok, but for business that sells good on invoice and for cash and
payments are made by different payee’s, Manager requires additional amount
of work to provide proper reporting per customer.
Good luck
S.
Dear @Solnce
The problem is that donations is not received random, but monthly. Maybe it is more clear if I mentioned it is church accounting I am dealing with.
Unfortunally their is not membership fees involve, but members are suppose to give a 10th of their income.
When recording the Donation, use in the Description column - Surname + Mth or something similar.
Then drilling down on the Donation account will show
In date order 
or name order 
Then you can export to spreadsheet - to add subtotals
