This article gives guidance to Good2Give's employee, pledge and donation reports in the Employer Giving Centre. These reports are only available upon request to your account manager and only one Employer Giving Centre user is able to access these reports at any one time. Note: as of January 2024, PII data can be masked or unmasked via the report itself.
Employee Report
The employee report shows you the details and status of all employees with a Good2Give profile - previous or current. There is no filter applied to this report - it shows all employees from inception to now.
There is an option to mask the PII given to the CSR Manager. This checkbox is marked by default. If a report is generated with the mask PII button checked it will not display the PII data i.e. Fname, Lname, Email address of the User.
Click on “ Generate the report” button to generate the report. This will create a report based on the current list of users. It will also record the Data of who and when the report was generated as an audit trail.
The employee report consists of following fields.
G2G ID:- Is the unique ID within G2G that G2G provides to each user.
Payroll ID:- Is the unique ID that the organization has set to their employees. Its usually the payroll number.
First Name:- Employees First Name.
Last Name:- Employees Last Name.
Email address:- Employees Email address.
Employee Status:- Current status of Employee in the Good2Give platform.
Address:- Employee's Address if entered.
State:- Employee's State if entered.
Country:- Employee's Country.
Organization Name:- Name of the organization they are associated with.
Payroll Cycle Name:- The name of the payroll cycle they are a part of.
Custom List Name1:- If any the list that the specific to the organization.
Custom List Name2:- If any the list that the specific to the organization.
Custom List Name3- If any the list that the specific to the organization.
Matching Cap:- The Total individual matching cap of the employee.
Current Matching Cap:- The total remaining matching cap of the employee.
Accepted Date:- The date user accepted the invitation to the platform.
Activated Date:- The date user activated their profile.
Invitation Date:- The date invitation was sent .
Next Payroll:- The date of the next pay run.
Last Login:- The date employee logged in last.
User Role:- What Role the user is a part of .
Pledge Report
The pledge report shows you the details of all pledges - live or completed - by your employees. A date filter can be applied to this report.
There is an option to mask the PII given to the CSR Manager. This checkbox is marked by default. If a report is generated with the mask PII button checked it will not display the PII data i.e. Fname, Lname, Email address of the User.
Click on “ Generate the report” button to generate the report. This will create a report based on the current list of users. It will also record the Data of who and when the report was generated as an audit trail. It will take into account the selected Dates and give the pledges made within those dates.
First Name:- Employees First Name.
Last Name:- Employees Last Name.
Email address:- Employees Email address.
Payroll ID:- Is the unique ID that the organization has set to their employees. Its usually the payroll number.
Custom List Name1:- If any the list that the specific to the organization.
Custom List Name2:- If any the list that the specific to the organization.
Custom List Name3- If any the list that the specific to the organization.
Amount:- Pledged Amount
One off/Recurring:- Whether the donation is one off or Recurring
Employee Profile Created Date:- The date employee profile was created
Pledge Setup Date :- The date pledge was set up.
Charity:- The name of the charity.
State:- State of the Employee.
Employee Status:- Employee's status in G2G.
Employee Activated Date:- The date Employee was activated.
Appeal Name:- If part of an appeal. The name of the appeal.
Pledge Date:- Date the pledge was made.
Next Payroll Date:- The date of the next pay run.
Payroll Name:- Name of the Pay run employee is a part of.
Pledge Type:- The Current status of pledge.
Live Pledge:- If the pledge is currently live or not.
Registration Activation Date:- The day the employee activated.
Last Modified Date:- The date of the last modification of the pledge
Donation Date:- the Date of the donation of the pledge
Donation by API:- If the donation was made via API vs the Good2Give.
Donation Report
The donation report shows you the details of all completed donations by your employees. A date filter can be applied to this report.
There is an option to mask the PII given to the CSR Manager. This checkbox is marked by default. If a report is generated with the mask PII button checked it will not display the PII data i.e. Fname, Lname, Email address of the User.
Click on “ Generate the report” button to generate the report. This will create a donation list based . It will also record the Data of who and when the report was generated as an audit trail. It will take into account the selected Dates and give the donations made within those dates.
First Name:- Employees First Name.
Last Name:- Employees Last Name.
Email address:- Employees Email address.
Payroll ID:- Is the unique ID that the organization has set to their employees. Its usually the payroll number.
Custom List Name1:- If any the list that the specific to the organization.
Custom List Name2:- If any the list that the specific to the organization.
Custom List Name3- If any the list that the specific to the organization.
Amount:- Amount of the donation
Oneoff/Recurring:- Whether the donation is one off or Recurring
Employee Profile Created Date:- The date employee profile was created
Pledge Setup Date:- The date the pledge was set up
Charity:- The name of the charity.
State:- State of the Employee.
Employee Status:- Employee's status in G2G.
Employee Activated Date:- The date Employee was activated.
Appeal Name:- If part of an appeal. The name of the appeal.
Pledge Date:- Date the pledge was made.
Next Payroll Date:- The date of the next pay run.
Payroll Name:- Name of the Pay run employee is a part of.
Pledge Type:- The Current status of pledge.
Live Pledge:- If the pledge is currently live or not.
Registration Activation Date:- The day the employee activated.
Last Modified Date:- The date of the last modification of the Pledge.
Donation Date:- The date of the donation.
Donation by API:- If the donation was created via API or through Good2Give