Report Columns Glossary

Kindful offers many column types when you're creating a report.


Overview

You can set your columns after you've filtered on Contacts or Activities, and have selected Create Report from the right sidebar.

Linked Articles:

- Creating Reports

Column Sets

 

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Here's a list of all the column options. Most are self-explanatory, but we've added some insight on those that may be lesser known.

It's also worth noting the Activity columns are all directly related to the Activity itself (transaction, note, etc.) and Contact columns are related directly to information about the contact (person or organization record).


Activity columns

Column name Description
   
Acknowledged? Indicates whether or not this donation has the checkbox marked as Acknowledged. This is a manual process.
Activity Type This shows the type of activity every line item is on your report. Includes things like Transaction, Eventbrite Registration, Mailing, Soft Credit, Pledge, etc.
Admin Note The manually added Notes on a transaction. These are added by admin users of the Kindful account.
Amount The donation amount.
Campaign Custom 1 This will be the value entered (by admin or donor) into the field for Campaign Custom 1. We also include an additional column that houses the question/label that was used.
Campaign Custom 2 This will be the value entered (by admin or donor) into the field for Campaign Custom 2. We also include an additional column that houses the question/label that was used. 
Campaign Custom 3 This will be the value entered (by admin or donor) into the field for Campaign Custom 3. We also include an additional column that houses the question/label that was used.
Campaign External Id 1  
Campaign External Id 2  
Card Last four digits of the card used.
Card Type Declared the card brand (Visa, Mastercard, Amex, etc.).
Cart Items Used in conjunction with a custom created page that you or a web developer would have created. This could be any "product" that was custom created to pass into Kindful from that custom page.
Cause Shows if money was paid toward a crowdfunding campaign.
Check Number Manually entered check number
Date Created Gift Date
Declined? Helpful to know if it was a successful transaction or not. Use this if you do not filter this out before generating the report.
EventBrite Event Name

When exporting our Eventbrite registration info, this will show the name of the corresponding Eventbrite event that synced in.

Employer

 

Fund Name Name of the Fund as set in the Campaign Settings.
Gateway Response The given response from the merchant gateway (Stripe,  Authorize.net, PayPal) directly related to the transaction listed
Gift from Org True/False that the money given was from an organization.
Note Content When entering in a Note (+Add New > Note), this is the body of the note.
Note Subject When entering in a Note (+Add New > Note), this is the subject of the note.
Note Type When entering in a Note (+Add New > Note), this is the type of the note selected.
Org Contact The contact on file for an organization record.
Payout ID See the associated payout ID for transactions (also visible in payment gateways payouts section of Kindful)
Pledge Payment?

Shows if this payment was applied to an open pledge.

Recurring Payment Number Number of the recurring payment in the system.
Split Parent? A Yes/No response stating whether or not the transaction listed is  the parent transaction (original) of a split transaction.
Source Currency If a donation was processed in a different currency than the default, this will show the currency type used. Ex: EUR
Source Amount If a donation was processed in a different currency than the default, this will show the non-converted amount. Ex: 47.5673 EUR for a donation of $50 USD
Tax Deductible Amount The field on a transaction that indicates the amount that is tax deductible.  
Tax Receipt ID Only applicable to International organizations outside the United States.
Team If money was paid toward a Crowdfunding campaign, the team it went toward.
Team Member If money was paid toward a team, the team member it went toward.
Transaction Asset The type of asset given in a non-cash/in-kind gift (car, medicine, books, etc.).
Transaction Type  

 


 Contact columns (These will be filled in based on the fields in their contact profile)

Column name Description
   
Address  
Address Line 1  
Address Line 2  
Allow Solicitation? A communication preference.
Alternate Email  
Alternate Phone  
Billing Acknowledgement? A communication preference.
Birthday  
City  
Comments Shows any internal comments (notes under the contact profile name) 
Communication Preference  
Contact  Name of contact for org.
Country  
Deceased?  
Email  
Employer If the contact has an employer or organization listed in the "employer" field of their contact profile it will show in this column, otherwise it will be blank. 
External ID 1 Contact ID used during import of data from previous system.
External ID 2  
External ID 3  
First Name The first name of the contact, will be blank for Organizations. For an organization contact use "Name."
Fiscal YTD Gift Total  
Formal Name Formal name field from contact profile, used for letters
Groups Shows all groups the contact is currently associated with.
Informal Name Informal name field
Keyline  Secondary ID number within Kindful.
Largest Gift Amount  
Largest Gift Date  
Last Fiscal Year Gift Total  
Last Gift Most recent gift given by the donor
Last Gift Amount Amount of the most recent gift
Last Gift Date Date the most recent gift given by the donor occurred 
Last Year Gift Total Sum of how much the donor gave the previous year
Lifetime Gift Total Sum of all gifts the donor has given through Kindful (transactions only)
Lifetime Contribution Total Sum of all gifts the donor has given through Kindful including soft credits and non-cash/in-kind gifts
Marketing? A communication preference.
Member Code Contact's Kindful ID number.
Mobile Phone  
Name

Will show the full name of the organization or person contact. Use to see names of Organizations & people.

Newsletter? A communication preference.
Next-to-Last Gift Contact based field, this looks at the contact records next to last donation.
Number of Gifts Lifetime amount of gifts for a contact record.
Occupation  
Organization? True/False : Whether this is a person or organization record.
Phone Calls? A communication preference. 
Phone  
Phone 2  
Phone 3  
Postal Code  
Preferred Name  
Spouse Email  
Spouse Name  
Spouse Occupation  
Spouse Phone  
State  
Work Phone  
YTD Gift Total Current YTD (Calendar) donation amount total.

 

 

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