Transaction Report

Note: Organization Gift data is not returned in the results of this report. To obtain this data, see the Gift Summary By Organization Report.

View a Sample of this Report

The Transaction Report provides information about financial transactions including donations, ticket purchases, eCommerce purchases, sustaining gifts, and TeamRaiser registrations. The report lists each transaction by Billing Name and provides detailed billing information for each. It also includes the Campaign, Event, or eCommerce Store associated with each transaction, any Discount associated with the transaction, and the Confirmation Code for each transaction.

You can report on all transactions, choose transactions within a certain time frame, or choose to see only those transactions associated with a specific donor. The report includes transactions entered or processed offline but does not distinguish between online and offline transactions.

Note: 1) Refunded gifts do not display on this report. 2) Transactions for campaigns, events, or stores for which the administrator does not have reporting permission do not display to that administrator.

Use the Transaction Report to show:

  • All transactions associated with your site

  • Transactions that fall within a certain time frame

  • Transactions associated with a specific billing name

  • Billing Information vs. Contact Information

  • Confirmation Codes associated with each transaction

  • Discounts associated with each transaction

  • Tax-deductible vs. non-tax-deductible portions of transactions (downloaded report only)

  • Transactions associated with a single Merchant Account

  • Transactions associated with a single Tender Type