There's a lot of fields and measures available in Reporting Studio, which also means a lot of terms. This glossary may be a helpful guide while you're building your reports.
Dimensions are descriptive information. Measures are numerical.
Common Fields
Fields commonly used in reports.
| Field | Description | Data Type |
| Currency Display | Convert transactions to a selected currency | string |
| Fiscal Year Transaction Date | Date the transaction occurred in the fiscal year (if available) | date |
| Transaction Date | Date the transaction occurred | date |
| Transaction Type | Type of transaction. Example: Donation, Manual Adjustment | string |
| First Transaction Date | Date of first transaction | date |
| Last Transaction Date | Date of last transaction | date |
Cause Projects
Details about cause projects.
| Field | Description | Data Type |
| Cause Project ID | Unique identifier for a cause project | string |
| Project Address City | City where the project is located or where work is carried out | string |
| Project Address Postal Code | Postal or ZIP code where the project is located or where work is carried out | string |
| Project Address State or Province | State or province where the project is located or where work is carried out | string |
| Project Address Street | Address of the project | string |
| Project Caption | Typically the operating organization or a summary of a project | string |
| Project Created Date | Date and time the project was created | date |
| Project Deactivated Date | Date and time the project was deactivated | date |
| Project Description | Project description | string |
| Project Facebook | Project Facebook | string |
| Project Map Location | Project latitude and longitude, to use with map charts | string |
| Project Name | The project to which the donation was directed | string |
| Project Phone Number | Project telephone number | string |
| Project Twitter | Project Twitter | string |
| Project Website | Project Website | string |
| Project Country | Country where the project is located or where work is carried out | string |
Causes
Details about causes.
| Field | Description | Data Type |
| Cause Address City | City where the cause is located | string |
| Cause Address Postal Code | Postal or ZIP code where the cause is located | string |
| Cause Address State or Province | State or province where the cause is located | string |
| Cause Address Street | Cause street address | string |
| Cause Category | Category name for a cause. Example: NTEE category | string |
| Cause Category Code | Unique code for the cause category and subcategory Example: NTEE code | string |
| Cause Country | Country where the cause is located | string |
| Cause Email | Email of the cause | string |
| Cause ID | Unique identifier for the cause | string |
| Cause Map Location | Cause latitude and longitude, to use with map charts | location |
| Cause Name | Name of the nonprofit (organization) | string |
| Cause Status | Indicator for if the cause is currently active or inactive | string |
| Cause Subcategory | Subcategory for a cause. Example: NTEE subcategory code | string |
| Cause Type | Description of charitable status | string |
| Cause Website | Website for the cause | string |
Company
Company details.
| Field | Description | Data Type |
| Company Fiscal Year Start Date | Start month for the company fiscal year (if available) | date |
| Company Name | Company Name | string |
| Company Program Name | Name of the program | string |
| Company Program Site | URL for the site | string |
Converted Currency Amounts
Amounts converted into a selected common currency.
| Field | Description | Data Type |
| Currency Conversion | The common currency all transactions are converted to based on the Currency Filter | string |
| Adjustment Match Amount (Selected Currency) | Amount manually drawn from user match budget in the selected common currency | number |
| Corporate Donation Amount (Selected Currency) | Amount donated by the company. Includes donations grants and sponsorships in the selected common currency | number |
| Corporate Match Amount (Selected Currency) | Amount matched by the company to a donation in the selected common currency | number |
| Rewards Donation Amount (Selected Currency) | Amount donated with user rewards in the selected common currency | number |
| Total Corporate Donation Amount (Selected Currency) | The total amount of corporate funds going to causes the sum of the corporate donation amount and the corporate match amount in the selected common currency | number |
| Total Donation Amount (Selected Currency) | The total donation amount from user and corporate funds, including user donations, external donations rewards, corporate donations, and corporate matches in the selected common currency | number |
| Total User Donation Amount (Selected Currency) | Total of user platform donations and external donations in the selected common currency | number |
| User Donation Amount (Selected Currency) | Amount donated by the user in the selected common currency | number |
| User External Donation Amount (Selected Currency) | Amount donated by the user in the selected common currency | number |
| Cause Support Fee (Cause Funded) (Selected Currency) | Cause support fee paid by the cause in the selected common currency | number |
| Cause Support Fee (Company Funded) (Selected Currency) | Cause support fee paid by the company in the selected common currency | number |
| Merchant Fee (Cause Funded) (Selected Currency) | Merchant fee paid by the cause in the selected common currency | number |
| Merchant Fee (Company Funded) (Selected Currency) | Merchant fee paid by the company in the selected common currency | number |
| Corporate Internal Transfer (Selected Currency) | Amount of the internal transfer transaction made by the company. Example: seeding, issuing rewards, in the selected common currency | number |
| User Internal Transfer (Selected Currency) | Amount of the internal transfer transaction made by a user. Example: gift cards, adding funds, in the selected common currency | number |
Donation Reports
Donation Report details.
| Field | Description | Data Type |
| DR Code | Unique identifier for the Donation Report | string |
| DR Created Date | Date the Donation Report was created | date |
| DR Payment Status | Payment status for the Donation Report. Example: Paid, Partial | string |
| DR Amount | The amount attached to each transaction that will appear on the Donation Report | number |
| DR Amount (with Fees) | Donation Report amount including the company-funded cause support fees and merchant fees | number |
| Total DR Corporate Contribution Amount | The total contribution amount from corporate funds in DR, including corporate donations, corporate match amounts, internal transfers, and rewards | number |
| Total DR User Contribution Amount | The total contribution amount from user funds in DR including user donations and internal transfers | number |
Donor Details
Donor details.
| Field | Description | Data Type |
| Donor Address City | City where donor is located | string |
| Donor Address Country | Country where donor is located | string |
| Donor Address Postcode | Postcode where donor is located | string |
| Donor Address State or Province | State or province where donor is located | string |
| Donor Address Street | Street where donor is located | string |
| Donor Email | Email address of the donor | string |
| Donor First Name | First name of the donor | string |
| Donor Full Address | Full address of the donor | string |
| Donor Full Name | Full name of the donor | string |
| Donor Initials | Initials of the donor | string |
| Donor Last Name | Last name of the donor | string |
| Donor Privacy Sharing | Donor's privacy preference for this transaction | string |
Foundations
Foundation details.
| Field | Description | Data Type |
| Foundation Code | Unique identifier for the foundation | string |
| Foundation Name | Name of the foundation | string |
| Foundation Type | Type of foundation. Example: registered non-charitable | string |
Friendraisers
Friendraiser details.
| Field | Description | Data Type |
| Friendraiser Canceled Date | Date the friendraiser was canceled | date |
| Friendraiser Code | Unique identifier for the friendraiser | string |
| Friendraiser Country | Country code for the location of the friendraiser | string |
| Friendraiser Created Date | Date the friendraiser was created | string |
| Friendraiser Creator Email | Email address of the user that created the friendraiser | string |
| Friendraiser Creator System User ID | System user ID of the user that created the friendraiser | string |
| Friendraiser Currency | Default currency for the friendraiser | string |
| Friendraiser End Date | End date of the friendraiser | date |
| Friendraiser Goal | Target donation amount for the friendraiser | number |
| Friendraiser Greeting | Message at the top of the friendraiser page welcoming donors | string |
| Friendraiser Name | Name of the friendraiser | string |
Giving Opportunities
Giving opportunity details.
| Field | Description | Data Type |
| Giving Opportunity Code | Unique identifier for the giving opportunity | string |
| Giving Opportunity Created Date | Date the giving opportunity was created | date |
| Giving Opportunity Creator Email | Opportunity creator's email | string |
| Giving Opportunity Creator First Name | Opportunity creator's first name | string |
| Giving Opportunity Creator Full Name | Opportunity creator's full name | string |
| Giving Opportunity Creator Last Name | Opportunity creator's last name | string |
| Giving Opportunity Deadline Date | Last date donations are accepted | date |
| Giving Opportunity Description | Description of the giving opportunity | string |
| Giving Opportunity End Date | End date of the giving opportunity | date |
| Giving Opportunity Facebook | Facebook page URL for the giving opportunity | string |
| Giving Opportunity Goal | Target donation amount | number |
| Giving Opportunity Label | List of reporting tags for the giving opportunity | string |
| Giving Opportunity Last Updated Date | Date the giving opportunity was last updated | date |
| Giving Opportunity Name | Name of the giving opportunity | string |
| Giving Opportunity Publication Status | Published status of the giving opportunity | string |
| Giving Opportunity Source | Source of the giving opportunity, e.g. user, company | string |
| Giving Opportunity Status | Current status of the giving opportunity, managed by admin | string |
| Giving Opportunity Summary | Summary of the giving opportunity | string |
| Giving Opportunity Tags | List of tags for the giving opportunity | string |
| Giving Opportunity Twitter | Twitter name for the giving opportunity | string |
| Giving Opportunity URL | URL to access the giving opportunity | string |
| Giving Opportunity Website | Website for the giving opportunity | string |
| Peer Match Associated (Yes/No) | Indicator of a peer-matched opportunity | yes/no |
| Giving Opportunity Count | Number of distinct giving opportunities | number |
Payments
Payment details.
| Field | Description | Data Type |
| Payable Code | Unique identifier for the cause payment transaction | string |
| Payment End Date | Last day for transactions to be eligible for the payment | date |
| Payment Reference Number | Unique reference for the payment | string |
| Payment Status | Current status of the payment | string |
| Payment Status Date | Date of last payment status update | string |
| Payment Type | Method of payment to cause | string |
Peer Match Details
Peer match details.
| Field | Description | Data Type |
| Peer Match Amount | Maximum match amount | number |
| Peer Match Code | Unique identifier for the peer match | string |
| Peer Match Created Date | Date the peer match was created | date |
| Peer Match Creator Employee ID | Employee ID of peer match creator | string |
| Peer Match End Date | Peer match end date | date |
| Peer Match Percentage | Match percentage agreed by matcher | number |
| Peer Match Start Date | Peer match start date | date |
Transactions
Transaction details.
| Field | Description | Data Type |
| Currency | Currency of the original transaction | string |
| Donation Match Campaigns | Name of match offer | string |
| Donation Transaction Code | Unique identifier for a donation transaction, displayed in Giving History | string |
| Internal Transfer Transaction Code | Unique identifier for the internal transfer transaction | string |
| Issued Rewards Canceled Date | Cancellation date of issued reward, available for internal transfers | date |
| Issued Rewards Expiry Date | Expiry date of issued reward, available for internal transfers | date |
| Issued Rewards Identifier | Reward identifier for internal transfers | string |
| Issued Rewards Type | Type of reward issued, available for internal transfers Example: volunteer, new hire | string |
| Peer Match Fulfilment (Yes/No) | Indicate a donation is a peer match fulfilment | yes/no |
| Redeemed Rewards Identifiers | Reward identifier for donated rewards transactions | string |
| Reversal (Yes/No) | Indicates if a transaction is a reversal | yes/no |
| Reversal Date | Reversal date | date |
| Reversal Transaction Code | Unique identifier for the reversal transaction | string |
| Reversal Type | Indicates what part of a transaction was reversed e.g donation, match | string |
| Transaction Comment | Comment for the recipient cause entered in the and confidential to Benevity donation form | string |
| Transaction Comment Name | Name the user entered for their comment | string |
| Transaction Committed Date | Date donation was recorded | date |
| Transaction Description | Description of the donation or internal transfer transaction | string |
| Transaction Recurrence | Recurrence of a transaction. Example: one-time recurring | string |
| Transaction Reference Number | Unique reference for transactions | string |
| Transaction Source | Source of funds. Example: payroll, Paypal Cybersource (credit card) | string |
| Transaction Origin | Origin represents where the transaction began. This may differ from where the transaction was ultimately completed. Example: teams. When origin was not tracked, the value is Not Yet Tracked. | string |
| Transaction Tags | Tags associated to each transaction | string |
| Adjustment Match Amount | Amount manually drawn from user match budget | number |
| Cause Count | Number of distinct causes | number |
| Transacted User Counts | Number of distinct users that made a transaction | number |
| Transaction Count | Number of distinct transactions | number |
| Corporate Donation Amount | Amount donated by the company. Includes donations grants and sponsorships | number |
| Corporate Match Amount | Amount matched by the company to a donation | number |
| Rewards Donation Amount | Amount donated with user rewards | number |
| Total Corporate Donation Amount | The total amount of corporate funds going to causes the sum of the corporate donation amount and the corporate match amount | number |
| Total Donation Amount | The total donation amount from user and corporate funds, including user donations, external donations rewards, corporate donations, and corporate matches in the selected common currency.The total donation amount from user and corporate funds, including user donations, external donations, rewards, corporate donations, and corporate matches | number |
| Total User Donation Amount | Total of user donations and external donations | number |
| User Donation Amount | Amount donated by the user in the selected common currency | number |
| User External Donation Amount | Amount donated by the user through external match requests | number |
| Cause Support Fee (Cause Funded) | Cause support fee paid by the cause | number |
| Cause Support Fee (Company Funded) | Cause support fee paid by the company | number |
| Merchant Fee (Cause Funded) | Merchant fee paid by the cause | number |
| Merchant Fee (Company Funded) | Merchant fee paid by the company | number |
| Corporate Internal Transfer | Amount of the internal transfer transaction made by the company. Example: seeding, issuing rewards | number |
| User Internal Transfer | Amount of the internal transfer transaction made by a user. Example: gift cards, adding funds | number |
Upcoming Donations
Upcoming donations details.
| Field | Description | Data Type |
| Aggregate Report Indicator | Set filter to Yes to finalize aggregate amounts in upcoming donation reports and avoid double counting pending transactions | string |
| Upcoming Donation Comment | User comment for the nonprofit | string |
| Upcoming Donation Currency | The currency of the upcoming donation | string |
| Upcoming Donation ID | The unique upcoming donation identifier | string |
| Upcoming Donation Matching Opt Out | Indicates if the user chose to receive no match | string |
| Upcoming Donation Payroll Period End Date | The end date of the user's payroll period for In Progress and upcoming donations | date |
| Upcoming Donation Payroll Period Name | The name of the payroll period associated with upcoming donations | string |
| Upcoming Donation Source | The payment method for the upcoming donation | string |
| Upcoming Donation Status | Status is Initiated if the upcoming donation collection period has not closed. It is In Progress if the period has closed, but the upcoming donation has not yet been sent to nonprofit | string |
| Upcoming Donation Type | The type of upcoming donation: Recurring, One Time or Gift Card | string |
| Upcoming Donation Custom Match Amount | If a match is edited, the custom amount is recorded. Otherwise, custom match amount is 0 | number |
| User Upcoming Donation Amount | The amount pledged for this transaction | number |
Users
User details.
| Field | Description | Data Type |
| About Me | User's profile about me | string |
| Custom Fields | Demographic file fields | string |
| Employee ID | User’s employee ID | string |
| My Cause | User’s favorite causes | string |
| Profile Fields | User’s profile fields | string |
| Username | User's unique username | string |
| System User ID | Unique identifier for system user | string |
| User Accepted Terms of Use (Yes/No) | Indicates if a user accepted terms of use | yes/no |
| User Accepted Terms of Use Date | Date of terms of use acceptance | date |
| User Address City | User’s city | string |
| User Address Country | User’s country | string |
| User Address Postal Code | User’s postal or ZIP code | string |
| User Address State or Province | User’s state or province | string |
| User Address Street | User’s street address | string |
| User Badges | User’s earned badges | string |
| User Created Date | User account creation date | date |
| User Deactivated Date | User account deactivation date | date |
| User Email | User's email address | string |
| User First Name | User's first name | string |
| User Full Name | User's full name | string |
| User Initials | User's initials | string |
| User Interests | User's selected interests | string |
| User Language | User's language | string |
| User Last Login Date | User's last login date | date |
| User Last Name | User's last name | string |
| User Preferred Name | User's preferred name | string |
| User Roles | User's administrator roles | string |
| User Skills | User's selected skills | string |
| User Instance Country | User's assigned instance country | string |
| User Status | User's current status | string |
| User Time Zone | User's time zone | string |
| User Time Zone Offset | Hour offset for user's time zone | string |
| Payroll Number | Payroll number of the user | string |