Transaction Report
The Transaction Report provides information about financial transactions including single and recurring donations and gifts, TeamRaiser registrations, eCommerce and ticket purchases, and subscription renewals.
Run the Transaction Report
Select Data Management and Reports.
Locate Transaction Reports and select the plus sign (+).
Select the Transaction Report.
Optional. Specify donor information to limit results. If blank, all donors are included in the results.
Choose a Transaction Date Range or enter a Custom Date Range.
Optional. Select a Merchant Account.
Optional. Select a Tender Type.
Provide a label to help you identify this report in the results list.
Submit the report.
Transaction Report Columns
| View | Download | Print |
Billing Name Amount Fee Cover Type Donor Covered Fees Date Transaction Type First Time Donor (Yes or No) Campaign/Event Confirmation Code Billing Address Billing Phone Billing Email Contact ID (email address) Contact Name Contact Address Contact Email Contact Phone Bank Name Check Number Discount Transaction Custom String1 Transaction Custom String2 Transaction Custom String3 Transaction Custom String4 Origination Type
| Processing_Method Creator_Username Billing_Name Billing_First_Name Billing_Last_Name Billing_Street1 Billing_Street2 Billing_City Billing_State Billing_Zip Transaction_Value Transaction_User_Confirmation Transaction_Reference Receipt_Id Transaction_Authorization Transaction_Date Batch_ID Billing_Phone Billing_Email Contact_User_Name Contact_Name Contact_First_Name Contact_Last_Name Contact_Email Contact_Preferred_Phone Contact_Street1 Contact_Street2 Contact_City Contact_State Contact_Zip Contact_Country Transaction_Type First_time_online_donor Transaction_User_Id Contact_Member_Id Campaign_Id Campaign_Title Arguments Contact_Link Form_of_Payment Credit_Card_Type Bank_Name Check_Number Donation_On_Behalf_Of Gift_Aid_Choice Discount_Value Gift_Amount Purchase_Amount Trans_Custom_String1 Trans_Custom_String2 Trans_Custom_String3 Trans_Custom_String4 Origination_Type Fee_Cover_Type Donor_Covered_Fees
| Billing Name
Amount
Fee Cover Type
Donor-Covered Fees
Date
Transaction Type
First Time Donor
Campaign/Event
Confirmation
Billing Address
Billing Phone
Billing Email
Contact ID
Contact Name
Contact Address
Contact Email
Contact Phone
Bank Name
Check Number
Discount
Transaction Custom String1
Transaction Custom String2
Transaction Custom String3
Transaction Custom String4
Origination Type
|
Not included in the report results
Organization Gift Data: This report does not include organization gift data. To access this information, refer to the Gift Summary By Organization Report.
Refunded Gifts: Any gifts that have been refunded will not appear in the report results.
Restricted Campaigns, Events, or Stores: Transactions related to campaigns, events, or stores for which the administrator does not have reporting permission will not be displayed.
Permission-Based Exclusions: The report will not show transactions for any campaigns, events, or stores if you lack the necessary reporting permissions.
These exclusions help ensure that the report only displays data you are authorized to view and that certain transaction types are intentionally omitted for clarity and compliance.
Set up the Transaction Report
See Report Results for more information about running reports.