Reporting Studio Donation Explore glossary

Updated August 24, 2026 09:40

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 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

Reporting Studio Donation Explore Glossary 0 6_8_2026.pdf
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