Financial Report Recipe: Exclude Refunds

There may be scenarios where you want to pull a financial report that does not include refunded donors:

  1. Navigate to Reports and select Financial
  2. In the Report drop-down menu, select Transactions
  3. Enter the appropriate Transaction Date range
  4. In the Transaction Type window, include Monetary Contribution and Refunded Contribution
  5. In the Columns window, add a column for Net Worth Impact
  6. In the Aggregate Option drop-down menu, select Aggregate by Entity
  7. Generate

The Net Worth Impact column will provide a column with the net donation amount minus the refund amount. Any zeros in this column can be deleted.