Consolidated Transaction Report: The report lists transactions as a single line entry regardless of the number of items purchased. The report will include the selected data as selected in the Select Data section.
Detailed Listing Report [detailed item listing]: The report lists transactions as a multi-line entry listing each item purchased as a separate line (row) in the report. Discount, tax, shipping and each product are listed individually in separate rows.
Select Data:
Available fields to be included in any report. Mouse click on any of the fields in the order needed. The following shows an example of a few selected fields:
Saved reports may be retrieved in future using the selected fields.
Report Name
Report name will be saved for future reference. All saved reports will be available for use in future.
Search and Download
Search Transactions
Multi-Account Reporting: [Visible only when multiple accounts are enabled]
All accounts accessible by the user are presented in the box of account. Select accounts for reporting by clicking on the account and clicking on the right arrow. Reports may be exported as one file through the export link provided at the bottom of the page.
Show System Reports System reports are pre-defined reports with specific fields. The following provides a description for each report:
Detailed Transaction [CSV/XML]: Itemized listing of all items paid for in the transaction, including sales tax, discount, and shipping. Each item is individually listed in separate rows. The report includes complete donor information, item SKUs, total paid, recurring transaction information as well as questions & answers.
Consolidated Transaction [CSV/XML]: Summarized listing of transaction. Each transaction is listed in a row showing the purchase as one line entry. The report includes complete donor information, total paid, recurring transaction information as well as questions & answers.
Mobile Giving Transactions Only: An option of consolidated report - the report generates the list of all payments made through the mobile SMS platform.
Quick Report [CSV/XML]: Consolidated transaction report providing primary details including date/time, first name, last name, address, city, state, zip, phone, email, payment total, and referring URL.
Patron Info [CSV/XML]: Patron information only, including: name, address, phone number, and email.
Email List [CSV/XML]: Designed for use with newsletter programs, the report includes 4 columns: [First name] [Last Name], [Email], [First Name] [Last Name] <[Email]>
CiviCRM [CSV Only]: Designed specifically for hosted CiviCRM as part of the Joomla Open Source content management system. The CiviCRM importer uses this file to import the file to CiviCRM.
Salesforce Donor Management Module [CSV Only]: Designed specifically for the Salesforce Donor Management module /Import tab, the data may be imported to the CRM system directly from the report.
GiftWorks [CSV Only]: Designed specifically for Mission Research- GiftWorks database, the data may be imported to GiftWorks database directly from the report.
resultsplus! [CSV Only]: Designed specifically for resultsplus! , the report may be imported to the resultsplus! database.
Political Organizer and Voter-Lists.com [CSV Only]: Designed specifically for Campaign Organizer and Voter-Lists.com, the report may be imported to the Political Organizer database or set up for Internet access by contacting Voter-Lists.com.
NGP With Contributions: Designed specifically for NGP Software, the report may be imported to MyNGP.com. The output includes contributor information as well as the contributions made.
NGP Without Contributions: Designed specifically for NGP Software, the report may be imported to MyNGP.com. The report includes contribution information only.
e-Ticket Report: Report on all purchased e-Tickets.
e-Name Badge Report: Report on all name badges
e-Ticket / e-Name Badge Detailed Report: Detailed report of e-Ticket and e-Name badge combined
Mobile Ticketing System Report: Designed for the mobile ticketing application.
Show Custom Reports
Choosing the option allows for selecting a report among the custom reports defined in the Build a New Report tab.
Search by Report Type
Reports may be filtered by the type of transaction: Authorized Credit Cards, Declined Credit Cards, Invoice, Purchase Order. Selecting all boxes results in a complete report of all transactions.
Filter by Type
Reports may be filtered by products or donations. A report may be generated for products only, donations only, or both products and donations by checking both boxes.
Search by Receipt Order Number
Receipt order numbers are included in the receipts. The order may be used as a search parameter.
Search by Last 4 Digits of Card
Last 4 digits of a card is included in the receipt. A report may be generated for the last 4 digits. Please note that the last 4 digits of a card are not unique and reports may have many payments with the same last 4 digits.
Search by First Name
Reports may be filtered by the first name of a patron.
Search by Last Name
Reports may be filtered by the last name of a patron.
Search by Tracker
Tracking parameters may be included in the link to the checkout page. Once a tracking parameter is added all donations through the link may be tracked and filtered in reports. [e.g. https://co.clickandpledge.com/default.aspx?WID=7273&Trk=Bob]. Adding Trk=Bob at the end of the checkout page link provides the means for tracking any payment that has originated through the link. Entering "Bob" in the Search by Tracker will create a report of all payments through the link. There are no limits on the number of tracking parameters. Numbers and text may be used as tracking parameters, e.g. Trk=1234, Trk=Event, Trk=event123, etc.
Sold Item
Reports may be filtered for product or donation names. Product names and donation name filters may be set as: Starts with, Contains, Is, or Ends with.
SKU
SKUs can be added to products, product options, donations and premiums. Can be searched by filters: Starts with, Contains, Is, Ends with. SKUs are only available on Detailed Transaction reports.
Checkout Page ID
Reports may be filtered by the checkout page that was used for payment. Reports may be generated for each checkout page individually.
Campaign
Reports may be generated for a specific campaign.
Report Time Zone
Base the reports on the local organization's time zone as set in the Account Info > Profile section.
Search by Beginning Date
Select the beginning date of the report
Search by End Date
Select the end date of the report
Label Report
Label Report
Sort by Report View Transaction Type Filter by Type Search by Tracker Sold Item Checkout Page ID Campaign Report Time Zone Search by Beginning Date Search by End Date
Name Badge Report
Search by Tracker Checkout Page ID Campaign Item Report Time Zone Search by Beginning Date Search by End Date
Recurring
Search Recurring
Order Number
Search by First Name
Search by Last Name
Search by Last 4 Digits of Card
Report Time Zone
Search by Beginning Date
Search by End Date
QR PayCard
Search QR PayCard
QR PayCard
Order Number
Search by First Name
Search by Last Name
Search by Last 4 Digits of Card
Report Time Zone
Search by Beginning Date
Search by End Date
Show
Send Receipt
Search Transaction
Amount
Email
First Name
Last Name
Last 4 Digits
Report Time Zone
From Date
To Date
Order Number
Detail
Results of the Search Transaction query will be listed in the Details section.
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