SFA History Report
This is a transactional report. There will be a row for every payment a transaction appears on. The following columns are available within the SFA History Report:
| Term | Definition |
| External Employee ID | Column data is from client HR data. |
| Employee First Name | Employee’s first name Column data is from client HR data. |
| Employee Last Name | Employee's last name Column data is from client HR data. |
| Employee Email | Employee’s email address Column data is from client HR data. |
| Employee Status Active | True/False - Identifies whether this is a current employee - If active, TRUE - If inactive, FALSE Column data is from HR client data. |
| Transaction ID | Donation ID/Transaction ID |
| Donation Type | Donation/transaction type |
| Transaction Status |
- Reissued - Reissue Requested - Ready To Reissue - Hold(Not Funded) - Refund - Denied - NotAvailable I2/ Cancelled - Re-Submit - Charged - Refund Requested - Funded - Returned - Pending |
| Transaction Amount USD | Donation amount in U.S. dollars (USD) |
| Transaction Date |
- Credit cards are listed by their donation date, which is the date that the credit card donation was entered into CSRconnect. - Credit card matches are listed by their original donation date, which is the date that the match was requested in CSRconnect. - Cause cards are listed by their donation date, which is when the cause card was redeemed in CSRconnect. - Offline donations are listed by their original donation date, which is the date that the donor made the donation outside of CSRconnect. - Offline matches are listed by their donation created date, which is the date that the offline match was requested in CSRconnect. - Incentives are listed by their redemption date. If an incentive program requires approval, CSRconnect generates the donation date upon approval. - Volunteer grants are listed by their donation date, which is the date that the volunteer grant was requested in CSRconnect. - Payroll is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction. - Payroll match is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction. |
| Payment Number | Payment number(s) applied to the associated transaction(s) |
| Original Payment (T/F) | Was this the original payment? |
| Number of Payments | Number of times this transaction ID has been included on a payment (check or ACH) |
| Payment Status |
Check status Applicable statuses include: - Pending - Deposited - Refund - In-Transit - Voided |
| Payment Created Date | Check or ACH number created date. |
| Payment Modified Date | Check or ACH modified date. This includes when a check is deposited, voided, or other status changes occur tied to the payment. |
| Payment Type |
Form of payment sent: - Check - ACH - Wire |
| Payment Deposited Date | Date the payment was deposited in the charity's bank account. |
| Recent Payment Number | Most recent payment number applied to the associated transaction(s) |
| Recent Payment Status |
Most recent check status Applicable statuses include: - Pending - Deposited - Refund - In-Transit - Voided |
| Charity ID | The unique ID in the YourCause system for this charity |
| Charity Registration ID | Charity’s registration ID |
| Charity Name | Charity/organization's name |
| Designation | The user's designation/directions included when they made their donation/pledge |
| Charity Address 1 | Charity’s address from NPOconnect |
| Charity Address 2 | Charity’s address from NPOconnect |
| Charity City | Charity’s city from NPOconnect |
| Charity State | Charity’s state from NPOconnect |
| Charity Postal Code | Charity’s postal code from NPOconnect |
| Charity Country | Charity's country name from NPOconnect |
| Previous Charity ID | The unique ID in the YourCause system for the charity previously listed on the transaction. |
| Previous Charity Registration ID | Charity’s registration ID previously listed on the transaction. |
| Previous Charity Name | Charity/organization's name previously listed on the transaction. |
| Stranded Funds Redirection Status |
Was this transaction set to be redirected (but not yet disbursed to the new charity), redirected, reissued, or was no action taken? Applicable statuses include: - Set To Be Redirected - Redirected - Reissued - No Action |
| Stranded Funds Automation Status |
If redirected, did the automation or user redirect this transaction? Applicable statuses include: - Automation - User - No Action |
| Stranded Funds Modified Date |
Date of redirect/reissue Date shown only if action taken. If there was no action taken yet, this field is blank. |