Donations Summary Report

Use the Google Sheet widget in Data Bridge to generate a Donation summary for the year.

Step 1: Create a query Information Library

Click on “Analysis” in Altru.
Click on “Information Library”.
Click on “Add an ad-hoc” query.
Click on “Sales Orders” query type.
Click on “OK”.

warning

The first three columns in the results fields to display should not be removed or rearranged. These fields are used to generate charts in the template:

System record ID
Transaction date
Amount value

Include records where:

Transaction date is this calendar year

and Sales Order Item\Sales Order Item Donation\Revenue Application\Type is equal to Gift

Results fields to display:

Sales Order Item\Sales Order Item Donation\Id

Transaction date

Sales Order Item\Sales Order Item Donation\Amount

Sales Order Item\Description

Save the query

Click on the "Preview results".
Verify that the number of rows/records is less than 15k.
Click on the "Set save options".
Name your query with “- SGS” at the end (Example: eTicket confirmation email - SGS).
On the bottom right, click on "Save and close".

Export the query

Click on the "Get OData link".
Copy the OData link to use in the next step.

Step 2: Create a new Data Bridge using theGoogle Sheets Connection Steps

Step 3: Prepare and set up your Google Sheet

Make a copy of the Google Sheet Donation Report Template.

Step 4: Guide Sheet

Copy the direct link from your Data Bridge widget settings and paste it into the Guide sheet
Copy the username from the widget settings and paste it into the Guide sheet
Copy the password from the widget settings and paste it into the Guide sheet

Step 5: Generate Report

In the Query results sheet, click on Download data
View the generated report in the Report sheet

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How long does it take to SYNC over a list?

This depends on the size of your list; for example, if your list size is 1,000 contacts, it takes five minutes to complete the sync process.