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 client HR 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

  • Blackbaud Integrated Payments (BBIP)
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 Blackbaud Verified Network
Charity Address 2 Charity’s address from Blackbaud Verified Network
Charity City Charity’s city from Blackbaud Verified Network
Charity State Charity’s state from Blackbaud Verified Network
Charity Postal Code Charity’s postal code from Blackbaud Verified Network
Charity Country Charity's country name from Blackbaud Verified Network
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 Default: The donation was automatically redirected based on the user's previous selection. Applies to recurring transactions.

  • Automation-Affiliate Default: The donation was automatically redirected to the client's selected alternate organization.

  • Automation-ProcessorCharity: The donation was automatically redirected to the payment processor. Applies if the client has not selected an alternate organization, or if the selected alternate has become ineligible for giving.

  • User: The user selected a redirect organization. Applies to donors in California.

  • 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.