Fix missing organization names in reports
Updated 2 weeks ago
If a report shows blank or unexpected text where an organization name should appear, the donor's type is likely set to Individual instead of Organization. Gratona uses the organization name for Organization-type donors. Check both the donor type and the organization name before saving.
Organization name is blank or shows unexpected text in my report
Symptom: A report that includes organization-related columns shows blank or unexpected text — such as "Not Found" — instead of the organization name, even though organization details were entered in the donor record.
Cause: Each donor record has a type: Individual or Organization. The type controls which identity fields are active. For Individual-type donors, Gratona uses first name and last name; the organization name field is not active — even if organization details were entered in the record. As a result, reports cannot display the expected organization data for that donor.
Fix: Change the donor's type to Organization:
Open the donor's profile.
Select Edit to open the donor edit drawer.
Under Basic information, change Donor profile type from Individual to Organization, then enter or verify the organization name.
An inline warning titled Confirm donor type change appears in the drawer. Check the acknowledgment checkbox I understand and want to change this donor type.
Select Submit to apply the change.
The organization name field becomes available when you select Organization. Superseded identity values, such as first and last names on an Individual-to-Organization change, may be cleared when you submit. After saving, re-run the report and verify the organization data.
Open the donor's profile and select Edit to open the edit drawer.
In the edit drawer, under Basic information, the Donor profile type field shows Individual and Organization options.
Prevent this for new donors
When adding a new donor, select the correct type in the Donor type section of the add donor drawer before entering identity details. Choosing Organization makes the organization name field available from the start.