Details with Fees¶
This report lists individual contribution entries for which the donor has covered fees. The report has columns for Base (the amount given before the fee is added), Fee, and Amount (what the donor gave including the fee). Use this report if you need to see each individual entry with fees. If you need to totals by fund with fee information, see the report Totals by Fund with Fees.
The report is accessed from the Other Reports menu on the Totals by Fund page.
Create the Details with Fees Report¶
Run the Details with Fees Report¶
- Step 1
- Go to Administration > Contributions > Totals by Fund Report.
- Step 2
- Select the Date Range and any other filters you want for the report.
- Step 3
- Select Details With Fees from the Other Reports drop down menu. The report opens on-screen. If you want it in Excel just select the Download to Excel button.
Code for the Report¶
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27
--roles=Finance --class=TotalsByFund ;with details as ( select c.FundId, p.Name, convert(date,c.ContributionDate) [Date], convert(numeric(11,2),c.ChargedFee) [Fee], c.ContributionAmount [Amount] from dbo.ContributionSearch(NULL, NULL, NULL, NULL, @StartDate, @EndDate, @CampusId, NULL, @Online, NULL, @TaxNonTax, NULL, NULL, NULL, @IncludeUnclosedBundles, NULL, NULL, @ActiveTagFilter, @fundset, NULL) cs join dbo.Contribution c on c.ContributionId = cs.ContributionId join dbo.People p on p.PeopleId = c.PeopleId where isnull(c.ChargedFee,0) > 0 ) select f.FundName + ' (' + convert(nvarchar(12),f.FundId) + ')' + case isnull(f.FundIncomeAccount, '') when '' then '' else ' GL:' + f.FundIncomeAccount end [Fund Name], d.Name, d.Date, d.Amount - d.Fee [Base], d.Fee, d.Amount from details d join dbo.ContributionFund f on f.FundId = d.FundId order by d.FundId
Added this article.