Even though there is a report titled "Source Codes Report", this is not the only way to view source codes in a report. Instead you must navigate to the report that corresponds to the outreach effort you want to gather data for.
Commonly-used reports that include source codes are:
- Contribution Report
- Source Codes Report
- Membership Report
- Online Activity Report
The image below shows where you can and cannot include source codes in reporting.
The sections below review the common ways to report on source codes.\
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To learn how to customize a report such as adding columns and using Group By, see the guide "Customize a Report" in the [Reporting](https://www.clctoolbox.org/courses/reporting) course.
In a Contribution Report
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Source codes in a CONTRIBUTION REPORT refer to the outreach effort that resulted in the financial gift.
Click EDIT COLUMNS to add more information about source codes, like:
- **Origin Source Code/Path:** how the contact first entered your database (see Special Source codes section), and the hierarchy (Path)
- **Source Code Path:** the hierarchy the source code is within
- **First Membership Source Code:** view the source code applied to a contact's first membership using EA's Membership Management feature
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Click APPLY to add these columns to your report.
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Add other data tracking fields your org uses in columns (like Channel and/or Campaign) or in the Group By search bar to further segment your data.
For example, Group By: Campaign to segment results by campaigns applied to the source codes. Blank fields have no campaigns applied.\
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*Note: In the example below, Campaign and Source Code have the same name.*
In a Source Codes Report
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A SOURCE CODES REPORT shows you a list of all source codes and their associated tracking fields, if available.
You can also see the number of contacts, contributions, pledges and recurring commitments a source code has been applied to in the right-hand columns.
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Add other data tracking fields your org uses in columns or use the Group By search bar to further segment your data.
For example, Group By: Campaign to view all source codes linked to a given Campaign. Blank fields represent source codes that are not linked to a Campaign.
In a Membership Report
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You can also view source codes in a MEMBERSHIP REPORT to track how you generate membership sign ups.
Click EDIT COLUMNS to add source codes to a to view data on the following:
- **Highest Amount Source:** the source code associated with the highest-ever contribution
- **Most Recent Source:** the source code associated with the contact's most recent membership sign up
- **Origin Source Code/Path:** the source code and hierarchy (Path) of how the contact first entered your database
- **First Membership Source Code:** the source code associated with how the member first signed up
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Click APPLY to add these columns to your report.
Some orgs have dues-paying memberships only, while other orgs include an option to sign up for a membership without paying dues.
If your org has a no-cost dues set up, the above source codes will still generate results.
For example, GROUP BY: Highest Amount Source also includes membership sign ups for $0.00.
In an Online Activity Report
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Source codes in an ONLINE ACTIVITY REPORT refer to the outreach effort that generated the form submission.
Source codes are unavailable in non-ticketed events reports and in email-related reports, except for Origin Source Code in an Email Performance Report.\
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Use the Online Activity Report to view event form submissions and form submissions sent via email.
Since source codes aren't available in reports for non-ticketed events, GROUP BY: Form Type to view source codes related to event sign ups.
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To view only results related to events, click EDIT FILTERS and filter by EVENT SIGNUP FORM under Form Type.
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Click RUN REPORT to apply this filter.
Since source codes aren't available in email-related reporting, edit filters to view results related to email sends.
Click SOURCE CODE and search for and add specific or all email-related source codes.
