> ## Documentation Index
> Fetch the complete documentation index at: https://api-docs.helpyousponsor.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get a donation worksheet with query filters

> GET variant of the donation worksheet, with the same organization/form scope and tab-specific projection as POST. Date defaults use organization time. Saved views fill omitted filters/columns and date presets. Search, filtering and sorting use the registered field contracts; totals and graphs can be skipped with includeSummary=false. Supplying report_name creates a saved report even through GET, so omit it for a read-only request. Prefer POST for large nested filter/column payloads. Requires permission: one of donations, reports_view, reports_manage.



## OpenAPI

````yaml get /admin/donations
openapi: 3.0.0
info:
  title: Gratona API
  description: >-
    REST API for the Gratona fundraising platform, including donor, donation,
    sponsorship, program, event, and integration workflows. Endpoints are
    organized by tag. Most endpoints require either a Passport bearer token or
    an issued API key — see the Security Schemes section.
  contact:
    name: Gratona Engineering
    url: https://gratona.com
    email: devs@gratona.com
  version: 1.0.0
servers:
  - url: https://api.gratona.com/v1
    description: Server Version 1.0.0
security: []
tags:
  - name: Auth
    description: >-
      Login, signup, logout, password reset, and email verification for admin
      users and donors.
  - name: Donors
    description: >-
      Donor records: CRUD, profile fields, household linkage, search, filters,
      merge, and duplicate detection.
  - name: Donations
    description: >-
      Individual donation records, recurring commitments, soft credits, refunds,
      designations, and exports.
  - name: Sponsorships
    description: >-
      Donor-to-entity commitment relationships, lifecycle transitions, and
      commitment-specific filters.
  - name: Entities
    description: >-
      Recipient records (children, families, projects, animals, etc.), their
      status, and entity-level fields.
  - name: Programs
    description: >-
      Program / campaign configuration: hierarchy, settings, and program-level
      metadata.
  - name: Forms
    description: >-
      Custom form builder (HysForm), form fields, standardized donor fields, and
      field migrations.
  - name: Trips
    description: >-
      Mission-trip management: trips, participants, budgets, tasks,
      e-signatures, fundraising milestones, and background checks.
  - name: Communications
    description: >-
      Email templates, SMS, newsletters, donor email manager, and per-donor
      notes.
  - name: Payments
    description: >-
      Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks).
      Excludes inbound webhooks — see the Webhooks tag.
  - name: Reports
    description: Dashboards, analytics, scheduled reports, and exports.
  - name: Admin
    description: >-
      Client-account administration: users, groups/permissions, settings,
      integrations, and account lifecycle.
  - name: Donor Portal
    description: >-
      Endpoints consumed by the donor-facing portal (donor login, dashboard,
      donation history, messages).
  - name: Recipient Portal
    description: Endpoints consumed by the recipient-facing portal.
  - name: Public
    description: >-
      Unauthenticated public endpoints: donor signup, public trip pages,
      peer-to-peer campaigns, public checkout.
  - name: Webhooks
    description: >-
      Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr,
      DropboxSign). Annotated minimally for reference; payload shapes are owned
      by the upstream provider.
  - name: Events
    description: >-
      Event setup, invitations, registration, ticketing, attendance and event
      reporting.
  - name: Journeys
    description: >-
      Journey graphs, activation, enrollment, message templates and event
      follow-up automations.
  - name: Tasks
    description: Workspace tasks, assignments, saved task views and record collaboration.
  - name: Fundraising
    description: >-
      Fundraising portfolios, stewardship plans, giving anniversaries and
      personal donor follow-up.
  - name: Impact Stories
    description: Story intake, review, assets, consent and publication workflows.
  - name: Integrations
    description: Workspace integration connections, mappings, synchronization and recovery.
  - name: Email Calendar
    description: Connected email/calendar accounts and donor interactions.
  - name: Spaces
    description: Workspace Spaces and collaborative Pages.
  - name: Library
    description: Workspace documents, source connections, files and analysis.
  - name: Intelligence
    description: Donor intelligence and Tali workspace workflows.
  - name: Automation
    description: >-
      V3 automation primitive discovery, input validation, invocation and Zapier
      contracts.
  - name: Schema
    description: V3 model, enum, capability and scope discovery.
  - name: Zapier
    description: Zapier automation connections, polling feeds and actions.
  - name: Files
    description: Files
  - name: Client
    description: Client
  - name: Payment Gateways
    description: Payment Gateways
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Recipients
    description: Recipients
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Settings
    description: Settings
  - name: Notifications
    description: Notifications
  - name: Participation
    description: Participation
  - name: Users
    description: Users
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
  - name: Workspace
    description: Workspace
paths:
  /admin/donations:
    get:
      tags:
        - Donations
      summary: Get a donation worksheet with query filters
      description: >-
        GET variant of the donation worksheet, with the same organization/form
        scope and tab-specific projection as POST. Date defaults use
        organization time. Saved views fill omitted filters/columns and date
        presets. Search, filtering and sorting use the registered field
        contracts; totals and graphs can be skipped with includeSummary=false.
        Supplying report_name creates a saved report even through GET, so omit
        it for a read-only request. Prefer POST for large nested filter/column
        payloads. Requires permission: one of donations, reports_view,
        reports_manage.
      operationId: reference_Admin_DonationController_viewAllDonations
      parameters:
        - name: selectedTab
          in: query
          description: Worksheet mode; controls row and aggregate semantics.
          required: true
          schema:
            type: string
            enum:
              - Donations
              - Refunds
              - Failed
              - Soft Credits
          example: Donations
        - name: Donor_Group
          in: query
          description: >-
            Donor form within the current organization, or all forms. Required
            unless all=true; saved views do not fill this field.
          required: false
          schema:
            anyOf:
              - type: integer
                example: 42
              - type: string
                enum:
                  - all
                example: all
          example: all
        - name: all
          in: query
          description: Include every donor form; also enabled by Donor_Group=all.
          required: false
          schema:
            type: boolean
          example: false
        - name: date_from
          in: query
          description: >-
            Inclusive creation-date start; default30 days before today when both
            dates are omitted. Refund occurrence mode uses refund date instead.
          required: false
          schema:
            type: string
            format: date
          example: '2026-09-20'
        - name: date_to
          in: query
          description: >-
            Inclusive end date; default today. A single supplied date is used
            for both bounds.
          required: false
          schema:
            type: string
            format: date
          example: '2026-10-20'
        - name: pageSize
          in: query
          description: Requested page size; default10.
          required: false
          schema:
            type: integer
          example: 10
        - name: pageIndex
          in: query
          description: One-based worksheet page; default1.
          required: false
          schema:
            type: integer
          example: 1
        - name: includeSummary
          in: query
          description: >-
            Default true. False skips expensive summary/statistics/graph work
            and returns zero or empty aggregates.
          required: false
          schema:
            type: boolean
          example: true
        - name: include_summary
          in: query
          description: Compatibility alias for includeSummary.
          required: false
          schema:
            type: boolean
          example: true
        - name: query
          in: query
          description: Search across allowed donation/recognition fields.
          required: false
          schema:
            type: string
          example: Education
        - name: search_fields
          in: query
          description: Optional registered searchable field keys.
          required: false
          schema:
            type: array
            items:
              type: string
              example: donor_name
          example:
            - donor_name
        - name: filterGroups
          in: query
          description: >-
            Ordered field predicates. Unsupported stale view fields are
            sanitized; invalid literal values can return422.
          required: false
          schema:
            type: array
            items:
              required:
                - field
                - operator
                - value
              properties:
                field:
                  type: string
                  example: amount
                operator:
                  type: string
                  example: greater_than
                value:
                  description: >-
                    Filter operand matching the field and operator. Multi-select
                    operators accept arrays.
                  anyOf:
                    - type: string
                      example: Education
                    - type: number
                      example: 25
                    - type: boolean
                      example: true
                    - type: array
                      items:
                        type: string
                        example: Education
                logicalOperator:
                  description: >-
                    Join to the following included condition; evaluated as a
                    left fold.
                  type: string
                  enum:
                    - AND
                    - OR
                    - null
                  example: AND
                  nullable: true
              type: object
          example:
            - field: amount
              operator: greater_than
              value: 25
              logicalOperator: null
        - name: filterKey
          in: query
          description: Single-filter field when filterGroups is absent.
          required: false
          schema:
            type: string
          example: amount
        - name: filterOperator
          in: query
          description: Single-filter operator, default equals.
          required: false
          schema:
            type: string
          example: greater_than
        - name: filterValue
          in: query
          description: >-
            Filter operand matching the field and operator. Multi-select
            operators accept arrays.
          required: false
          schema:
            anyOf:
              - type: string
                example: Education
              - type: number
                example: 25
              - type: boolean
                example: true
              - type: array
                items:
                  type: string
                  example: Education
          example: 25
        - name: sortKey
          in: query
          description: >-
            Registered donation or recognition sort key; unsupported keys are
            ignored.
          required: false
          schema:
            type: string
          example: amount
        - name: sortOrder
          in: query
          description: Sort direction normalized by the sort-field contract.
          required: false
          schema:
            type: string
            enum:
              - asc
              - desc
          example: desc
        - name: sort_key
          in: query
          description: Compatibility alias for sortKey.
          required: false
          schema:
            type: string
          example: amount
        - name: sort_order
          in: query
          description: Compatibility alias for sortOrder.
          required: false
          schema:
            type: string
          example: desc
        - name: savedFilterId
          in: query
          description: >-
            Organization-owned Donations saved view whose preferences fill
            omitted values.
          required: false
          schema:
            type: integer
          example: 42
        - name: saved_filter_id
          in: query
          description: Compatibility alias for savedFilterId.
          required: false
          schema:
            type: integer
          example: 42
        - name: fields
          in: query
          description: >-
            Selected column keys as an array or JSON-encoded list. Controls
            related projections and response display flags.
          required: false
          schema:
            anyOf:
              - type: array
                items:
                  type: string
                  example: amount
              - type: string
          example:
            - donor_name
            - amount
            - date
        - name: in_kind
          in: query
          description: Restrict to in-kind gifts when true, or exclude them when false.
          required: false
          schema:
            type: boolean
            nullable: true
          example: false
        - name: in_kind_category
          in: query
          description: Optional in-kind category filter.
          required: false
          schema:
            type: string
          example: goods
        - name: sponsorship_type
          in: query
          description: Legacy one_time filter applied to displayed donation rows.
          required: false
          schema:
            anyOf:
              - type: integer
                example: 1
              - type: string
                example: '1'
          example: 1
        - name: refund_occurred
          in: query
          description: >-
            For the Refunds tab, select by applied refund occurrence dates with
            a legacy updated_at fallback.
          required: false
          schema:
            type: boolean
          example: false
        - name: dateRange
          in: query
          description: >-
            Relative date range materialized in organization time; all_time
            starts1970-01-01.
          required: false
          schema:
            anyOf:
              - properties:
                  preset:
                    description: Registered relative-date preset, or custom date range.
                    type: string
                    example: last_30_days
                  from:
                    type: string
                    format: date
                    example: '2026-01-01'
                    nullable: true
                  to:
                    type: string
                    format: date
                    example: '2026-10-20'
                    nullable: true
                type: object
                additionalProperties: true
              - description: JSON-encoded date-range object.
                type: string
          example:
            preset: last_30_days
        - name: date_range
          in: query
          description: Compatibility alias for dateRange.
          required: false
          schema:
            anyOf:
              - properties:
                  preset:
                    description: Registered relative-date preset, or custom date range.
                    type: string
                    example: last_30_days
                  from:
                    type: string
                    format: date
                    example: '2026-01-01'
                    nullable: true
                  to:
                    type: string
                    format: date
                    example: '2026-10-20'
                    nullable: true
                type: object
                additionalProperties: true
              - description: JSON-encoded date-range object.
                type: string
          example:
            preset: last_30_days
        - name: report_name
          in: query
          description: >-
            Optional nonblank name creates a saved Report as a side effect.
            Supply fields when saving.
          required: false
          schema:
            type: string
          example: October gifts
      responses:
        '200':
          description: Operation result.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DonationWorksheetResult'
        '401':
          description: Authentication is required.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '403':
          description: >-
            The authenticated user lacks access to this workflow or its related
            records.
        '422':
          description: >-
            The selected tab, normalized date range or filter literal is
            invalid.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RequestRejection'
      security:
        - bearerAuth: []
        - apiKeyAuth: []
      servers:
        - url: https://api.gratona.com/v1
          description: Gratona API
components:
  schemas:
    DonationWorksheetResult:
      description: >-
        The response also includes boolean display flags for selected built-in
        and standardized fields.
      properties:
        donations:
          type: array
          items:
            description: >-
              Gift/recognition worksheet projection varies with selectedTab and
              requested fields. Includes source, acknowledgement, custom profile
              and tax/recognition attributes as applicable.
            properties:
              donation_id:
                description: >-
                  HTTP contracts traced from the deployed controller and
                  delegated validation/serialization.
                type: integer
                example: 42
              donor_id:
                type: integer
                example: 21
              amount:
                type: string
                example: '25.00'
              actual_amount_charged:
                type: string
                example: '25.00'
              currency:
                type: string
                example: $
              failed:
                type: boolean
                example: false
              transaction_status:
                type: string
                example: completed
                nullable: true
              profile:
                anyOf:
                  - type: object
                    additionalProperties: true
                  - type: array
                    items:
                      type: string
                    maxItems: 0
              entity_profile:
                anyOf:
                  - type: object
                    additionalProperties: true
                  - type: array
                    items:
                      type: string
                    maxItems: 0
              donor:
                type: object
                additionalProperties: true
              designation:
                type: object
                additionalProperties: true
              method:
                type: string
                example: Check
              method_id:
                anyOf:
                  - type: integer
                    example: 1
                  - type: string
                    example: '1'
              refunded_amount:
                type: string
                example: '0.00'
              date:
                type: string
                format: date-time
                example: '2026-10-20T12:00:00Z'
              acknowledged:
                type: boolean
                example: false
              acknowledgement:
                type: string
                example: Unacknowledged
              giving_source:
                type: string
                example: direct
              soft_credits:
                type: array
                items:
                  properties:
                    id:
                      type: integer
                      example: 42
                    donor_id:
                      type: integer
                      example: 24
                    donor_name:
                      type: string
                      example: Jane Donor
                    amount:
                      type: string
                      example: '25.00'
                    type:
                      type: string
                      example: In Honor Of
                    notes:
                      type: string
                      example: Community introduction
                      nullable: true
                  type: object
            type: object
            additionalProperties: true
        soft_credit_donations:
          type: array
          items:
            description: Recognition worksheet rows when selectedTab is Soft Credits.
            type: object
            additionalProperties: true
        organization:
          type: string
          example: Example Nonprofit
        client:
          $ref: '#/components/schemas/Client'
        number_of_allDonations:
          description: Filtered total row count for the current tab.
          type: integer
          example: 25
        number_of_donations:
          description: Rows on this page.
          type: integer
          example: 10
        total_of_donations:
          description: Tab-dependent aggregate, or zero when summary is disabled.
          anyOf:
            - type: string
              example: '625'
            - type: number
              example: 625
        soft_credit_stats:
          anyOf:
            - type: object
              additionalProperties: true
            - type: array
              items:
                type: string
              maxItems: 0
        soft_credit_graph_data:
          type: array
          items:
            type: object
            additionalProperties: true
        donation_graph_data:
          type: array
          items:
            type: object
            additionalProperties: true
        fields:
          type: array
          items:
            properties:
              field_key:
                type: string
                example: gift_example
              field_label:
                type: string
                example: Campaign source
              field_type:
                type: string
                example: hysText
                nullable: true
              field_group:
                type: string
                example: Donation Form Fields
            type: object
        date_from:
          type: string
          format: date
          example: '2026-09-20'
        date_to:
          type: string
          format: date
          example: '2026-10-20'
        program_totals:
          type: array
          items:
            type: object
            additionalProperties: true
        all:
          type: boolean
          example: true
        hysform:
          type: object
          additionalProperties: true
        current_year:
          type: integer
          example: 2026
        last_year:
          type: integer
          example: 2025
        show_standardized_fields:
          type: boolean
          example: true
        visible_standard_field_keys:
          type: array
          items:
            type: string
            example: first_name
        title_field_keys:
          type: array
          items:
            type: string
            example: first_name
        standard_title_field_keys:
          type: array
          items:
            type: string
            example: first_name
        sort:
          properties:
            key:
              type: string
              example: amount
            order:
              type: string
              example: desc
          type: object
        applied_filters:
          description: Applied saved-view preferences when a saved filter is selected.
          type: object
          additionalProperties: true
      type: object
      additionalProperties: true
    UnauthorizedResponse:
      title: UnauthorizedResponse
      description: >-
        Returned with HTTP 401 when the request lacks a valid Passport bearer
        token, a valid `X-HYS-API-Key`, or a valid session. The body is the
        simple `{message, status}` envelope emitted by `AuthenticateApiOrKey`.
      required:
        - message
        - status
      properties:
        message:
          description: >-
            Always the literal string `Unauthorized` from the `auth.api_or_key`
            middleware. Login endpoints return `Invalid Credentials` instead.
          type: string
          example: Unauthorized
        status:
          type: string
          example: error
      type: object
    RequestRejection:
      description: >-
        Request or workflow rejection. Framework field-validation failures
        contain errors; semantic rejections may contain message without errors;
        legacy/provider failures may use error and error_code. The operation
        description identifies the rejected condition. Domain responses may add
        current revision, limits or other conflict context.
      anyOf:
        - $ref: '#/components/schemas/ValidationErrorResponse'
        - $ref: '#/components/schemas/ErrorResponse'
        - required:
            - error
          properties:
            error:
              description: Legacy or provider-facing error message.
              type: string
              example: The request could not be completed.
            error_code:
              description: Stable domain error code, when provided.
              type: string
              example: WORKFLOW_UNAVAILABLE
          type: object
    Client:
      title: Client
      description: >-
        A Gratona client — the tenant of the multi-tenant system. Owns donors,
        entities, programs, users, and integrations. The `client_id` on every
        other resource scopes data to this row. Stripe Connect onboarding state,
        account-level settings, and the client's display name all live here.
      required:
        - id
        - organization
      properties:
        id:
          description: Internal client ID — referenced by every multi-tenant resource.
          type: integer
          format: int64
          example: 207
        organization:
          description: Display name of the organization.
          type: string
          example: Gratona Demo Org
        website:
          description: Organization website.
          type: string
          example: https://demo.gratona.com
          nullable: true
        email:
          description: Primary contact email for the organization.
          type: string
          format: email
          example: hello@demo.gratona.com
          nullable: true
        stripe_connect_id:
          description: >-
            Stripe Connect account id once onboarding completes; null until the
            org has finished Stripe onboarding.
          type: string
          example: acct_1OqXXXXX
          nullable: true
        previous_stripe_connect_id:
          description: >-
            Prior Stripe Connect account id, kept around when the client
            migrates between Connect accounts.
          type: string
          example: null
          nullable: true
        completed_stripe_onboarding:
          description: >-
            Whether the org has finished the Stripe Connect onboarding flow and
            can accept Stripe payments.
          type: boolean
          example: true
        date_format:
          description: >-
            Stored organization date-format setting token. API and admin
            surfaces resolve this token to the corresponding display pattern.
          type: string
          enum:
            - m-d-Y
            - d-m-Y
            - Y-m-d
          example: Y-m-d
        timezone:
          description: 'Computed accessor: client timezone derived from settings.'
          type: string
          example: America/Chicago
          nullable: true
        custom:
          description: >-
            Legacy free-form JSON column for arbitrary client-level
            configuration.
          type: object
          nullable: true
          additionalProperties: true
        frequency:
          description: Legacy frequency configuration for billing / payment plans (JSON).
          type: object
          nullable: true
          additionalProperties: true
        custom_start_date:
          description: Legacy billing custom start date marker.
          type: string
          example: null
          nullable: true
        custom_amount:
          description: Legacy billing custom amount marker.
          type: number
          format: float
          example: null
          nullable: true
        created_at:
          type: string
          format: date-time
          example: '2024-06-01T12:00:00Z'
        updated_at:
          type: string
          format: date-time
          example: '2026-01-01T00:00:00Z'
      type: object
    ValidationErrorResponse:
      title: ValidationErrorResponse
      description: >-
        Returned with HTTP 422 when `Validator::make($data, $rules)` fails. The
        `errors` map is keyed by the failing field name; each value is an array
        of human-readable error messages for that field. Most controllers also
        include a top-level `status: error`.
      required:
        - errors
      properties:
        errors:
          description: >-
            Map of field name to array of validator error messages. Example:
            `{email: [The email field is required.], amount: [The amount must be
            a number.]}`.
          type: object
          additionalProperties:
            type: array
            items:
              type: string
        status:
          description: Always the literal string `error`.
          type: string
          example: error
        message:
          description: >-
            Optional summary message — present on some endpoints, absent on
            others.
          type: string
          example: The given data was invalid.
          nullable: true
      type: object
    ErrorResponse:
      title: ErrorResponse
      description: >-
        Generic error envelope used by most controllers. Most error responses
        pair a human-readable `message` with `status: error`. Some endpoints
        additionally include `errors` (validator errors), `error` (legacy
        single-error string), `code`, or domain-specific context fields.
      required:
        - message
      properties:
        message:
          description: Human-readable error message.
          type: string
          example: Something went wrong. Please try again.
        status:
          description: >-
            Always the literal string `error` for failures. Some endpoints omit
            this field.
          type: string
          example: error
        error:
          description: Legacy single error code/string used by older endpoints.
          type: string
          example: invalid_request
          nullable: true
        code:
          description: >-
            Optional application-level error code (not all endpoints populate
            this).
          type: string
          example: DONOR_NOT_FOUND
          nullable: true
      type: object
  securitySchemes:
    bearerAuth:
      type: http
      description: Passport bearer token authentication for legacy admin sessions.
      scheme: bearer
      bearerFormat: JWT
    apiKeyAuth:
      type: apiKey
      description: Gratona API key sent with the compatibility header X-HYS-API-Key.
      name: X-HYS-API-Key
      in: header

````

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