Make Adjustment Reason available as a Column in the CSV Output for the Adjusted Gift Report

Currently, when running the Adjusted Gift Report in Unified View, the only way to see the reason for adjustments is via the downloadable PDF. We are transitioning our Finance Team over to running their month-end reports in Unified View. Their workflow would benefit if this column could be added to the output of the CSV file so they do not have to cross reference/add the information by hand.

  • Stephanie Veatch
  • Jun 9 2026
  • Reviewed: Voting Open
Standard Reports
  • Attach files
  • Katie Emerick commented
    09 Jun 20:37

    Yes! this will save us from having to open each gift, find the adjustment, and go digging for the reason the adjustment was made.

    Attachments Open full size
  • Sunshine Reinken Watson ⭐Community All-Star commented
    09 Jun 19:06

    This is important. The adjusted gift report has been a monthly report in CSV or Excel format for many of the organizations I have worked with. The "reason" column is vital information.

    Attachments Open full size

Related ideas