Mission Trip Reports and Tracking ================================== TouchPoint has several reports specific to Mission Trip Involvements. They include a :ref:`Funding Report`, a :ref:`Funding Export`, and a :ref:`Sender Export`. There is also a special :ref:`Transactions Log view` for tracking individual Goer balances. These reports can only be accessed by a user with the role **MissionGiving**. .. seealso:: :doc:`MissionTripInvolvementSetup` Accessing Reports ----------------- From an individual Involvement The reports are located under the **gear** icon of the `Blue Toolbar` when viewing the Involvement. Reports will contain data for just that one trip. From the Involvements Search Page The reports are also available under the **cloud** icon of the `Blue Toolbar` on the `Involvements > Search` page. When accessed this way, the reports contain information for all Mission Trip Involvements included in your filter, with each Involvement having its own section. .. _TripFundingReport: Mission Trip Funding Report --------------------------- This online report run from an individual Involvement or the Involvement Search blue toolbar contains the following information: - Participant's Name (linked to the person's record) - Trip Cost - Amount Raised (includes the deposit, any payments made by the participant, and any donations made for the participant's benefit) - Balance - If there have been contributions made to the trip that are not designated for a specific participant, there will be a row named *Undesignated* - A total for each column at the bottom of the grid for each trip .. _TripFundingExport: Mission Trip Sender Export -------------------------- This report run from an individual Involvement or the Involvment Search page opens as an Excel spreadsheet and contains the following information: - Inv ID - Inv Name - Sender (Supporter) ID - Sender Name - Goer (Participant) ID - Goer Name - Date Given - Amount - Notice Sent The deposits and other amounts paid by the Goer will be included in this export, so they will appear in both the Goer and Sender columns. Every header has a filter, so you can view data for just one Sender, one Goer, or one Involvement (if generated from Organization > Search). Mission Trip Funding Export --------------------------- Along with the two reports from above, the Funding Export is an Excel export available from from the Involvement Search page and contains basically the same information as the Funding Report from above, just in Excel format instead of an online view. The names will not be links to people records. This export is only available from `Involvements > Search`. .. _TripSenderExport: .. _TripTransactionsLog: Mission Trip Tracking on the Transactions Log ---------------------------------------------- When you click the link to `View Goer's Transactions` from the Member Dialog, this opens the Transactions Log showing just the transactions for that individual. The section labeled **Trip Balances** is the place to find the correct calculated balance for the Goer. The Transactions Log displays three sections: #. **Goer Transactions** — Transactions made by the Goer or any adjustments made to their balance. #. **Supporter Payments** — Payments made by any Supporters. #. **Self-Support** — Self-support payments by the Goer. Beneath those sections you will see **Trip Balances**. This lists any Mission Trips that are still open. The Trip Balance will match the Balance on the Goer's Member Dialog and is calculated from Goer Transactions, Self-Support, and Supporter Transactions. .. seealso:: | :doc:`MissionTripOverview` | :doc:`MissionTripDonationsPayments` | | +-------------------+---------------+ | **Latest Update** | **5/29/2026** | +-------------------+---------------+ New consolidated reports and tracking article. Corrected role name to MissionGiving. Added note about enrollment-date scoping for Sender Export (2026.2.2.0 change). Added Notice Sent column to Sender Export field list.