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 dropdown menu, select Transactions.
3. Enter in the appropriate date range, and then include Monetary Contribution and Refunded Contribution in the Transaction Type window.
4. In the Columns window, add a column for Net Worth Impact.
5. Finally, in the Aggregate Option dropdown menu, select Aggregate by Entity, and generate.

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