Transaction Report
The Transaction Report gives you detailed information about financial transactions—such as donations, ticket purchases, eCommerce sales, recurring gifts, and subscription renewals. Use this report to track and analyze activity easily.
Included in report results
Transactions filtered by type
All transactions associated with your site
Transactions within a specific time frame
Transactions linked to a particular billing name
Transactions entered or processed offline
Note: The report does not distinguish between online and offline transactions.
Billing Information vs. Contact Information: Both the billing details and the contact details for each transaction.
Confirmation Codes: Each transaction includes its unique confirmation code.
Discounts: Any discounts applied to transactions are clearly listed.
Tax-Deductible vs. Non-Tax-Deductible Portions: The downloaded report version shows which parts of each transaction are tax-deductible.
Merchant Account: You can view transactions associated with a specific merchant account.
Tender Type: Filter transactions by payment method, such as Visa or Discover cards.
Bank and Check Number: For offline check transactions, these details are included.
First Time Online Donor: Indicates whether the transaction was made by a first-time online donor.
Totals:
Total Record Count
Total Transaction Value
Total Discount Value
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.
Access the Transaction Report
Select Data Management and Reports.
Locate Transaction Reports and select the plus sign (+).
Select the Transaction Report.
Set up the Transaction Report
Optional. Specify donor information to limit results. For example, entering first name John and last name Smith returns only results related to John Smith. Entering an S in the last name field filters results to transactions by donors with last name beginning with S.
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 later.
Submit the report
See Report Results for more information about running reports.
Additional information in the downloaded version
When you download the Transaction Report, you gain access to extra data fields that are not available in the standard online view. These additional details include:
Transaction Reference
Transaction Authorization
Contact Member ID
Purchase Amount
Gift Amount
Credit Card Type
Donation on Behalf of