Need to check the status of a matching gift entered on a Qgiv donation form? The Matching Gifts Report makes it easy to view information about your matching gifts all in one convenient location.
Navigate to the Matching Gifts Report by clicking Reporting in the org-level navigation.
A page will open showing all the reports available to you. Find the Matching Gifts Report under Transaction Reports and click View Report.
This opens the Matching Gifts Report.
Your matching gifts for the specified range will appear in a table below a search bar, range drop-down, and Advanced Filtering fields.
To find a specific matching gift, use the search bar. To find matching gifts from a specific time period, select an option from the Range dropdown menu.
To filter the matching gifts in the table to show only certain types of matching gifts, use the Advanced Filtering options.
You can filter matching gift records made on a specific form or selected forms, based on whether the matching gift is verified or unverified, by a specific status, or by matching gift service provider. You can also apply multiple filters.
If you need to save a filtered Matching Gifts Report to run again with the same selected criteria click Save as Custom Report to create a new report based on those filters.
Please note: To save custom reports, you'll need the Data or Giving Essentials package.
Select Reset Filters to remove active Advanced Filters and view all results from the specified date range.
To download the Matching Gifts Report as an Excel or CSV file, click the download button at the top of the report page and select the file type you want.
Click the link to a matching donation's Transaction ID to view the matching gift's Transaction Details page. This page offers a convenient link to the original donation as well. Simply click the View Original Donation button from the matching donation's Transaction Details page to open the details page of the original gift.
You can also void the matching gift from the transaction details page.