Campaign Summary Report

The date filter uses the **order date** for every column. Each payment, refund, and fee is counted on the date of the order it belongs to, not the day the money moved. Each later payment on a payment plan is its own order, dated the day it is charged.

Data Fields

The following fields are included in the report:

Column	Description
Campaign	The name of the campaign in the default language.
Gross	The full amount of everything ordered. A payment plan or recurring gift counts in full on the day the family signs up. Check and cash orders count right away, even before they are marked paid. Refunds are not taken out, and items removed from an order are not counted.
Collected	The money actually received. Card payments count once charged, and check or cash payments once marked paid. Each payment on a payment plan or recurring gift is added as it is charged. Refunds are shown in their own column.
Refunded	The sum of the refunded transactions. This is always a negative number.
Fees	The sum of the fees for a set of transactions. This could be a negative or positive number. Transaction fees are calculated for each campaign with an accuracy +/- $0.01. The transaction fee of $0.30 is distributed evenly based on the dollar amount of the items.
Net	Collected, minus refunds, minus fees.

Campaigns Sold in a Bundle

When a campaign was sold both inside a bundle and on its own, smaller indented rows appear under it. Each one shows the part that came from one bundle, or from the campaign Purchased on its own. The campaign’s own row is still the total, so the indented rows don’t add anything extra to the columns.

Why Gross and Collected Are Different

Gross counts what families ordered. Collected counts what has been paid so far. The difference is usually one of these:

Payment plan and recurring gift payments still to come. The full amount is in Gross from the sign-up day, and Collected grows as each payment is charged. See Recurring Payments to check what each family has paid and when the next payment is due.
Check and cash orders not yet marked paid. They count in Gross when ordered, and in Collected once you mark them paid.

Export

Click Export to download the report as an Excel (.xlsx) file. It uses the same filters as the screen.

The file has these columns:

Column	Description
Campaign	The name of the campaign.
Source	Filled in only for a campaign sold both inside a bundle and on its own: the bundle’s name, or Purchased on its own. Blank for every other campaign.
Gross	Same as on the screen.
Collected	Same as on the screen.
Refunded	Same as on the screen.
Fees	Same as on the screen.
Net	Same as on the screen.

A campaign sold both ways gets one row for each source instead of one total row, so you can add up any column without counting anything twice. Add up a campaign’s rows to get the total you see on the screen.