Transaction Report Results
The Transaction Report provides the Billing Name, Amount, Date, Transaction Type, Campaign/Event associated with the transaction, and Contact information for all transactions that meet the criteria that you select when configuring the report. The report also includes fields for the Bank and Check Number in the case where the transaction was by check and was entered offline. You will also find a column for any Discount that was applied to each transaction and a column that notes whether each transaction was from a First Time Online Donor.
Transactions will be listed from oldest (at the top) to newest (at the bottom). In addition to the fields listed below, you will also have totals for the following: Total Record Count, Total Transaction Value, and Total Discount Value.
Note: The report will not show transactions for any campaigns, events, or stores for which the administrator does not have reporting permission.
| Field | Description/Contents |
|---|---|
| Billing Name | The name on the credit card used to make the online transaction or the name entered by the administrator when recording or processing the transaction offline |
| Amount | The amount of the transaction |
| Date | Date the Transaction occurred |
| Transaction Type | Type of Transaction: Donation, Ticket Purchase, Sustaining Gift, TeamRaiser Registration, eCommerce Purchase |
| First Time Online Donor | Yes, No, Unknown, or N/A (for ticket purchase) |
| Campaign/Event | Name of the Donation Form for Donations, TeamRaiser Registrations, and Sustaining Gifts; Name of the Event for a ticket purchase; Name of the Store for eCommerce purchases |
| Confirmation | The confirmation code assigned to the transaction by the system |
| Billing Address | The address information provided as part of the credit card information |
| Billing Phone | The phone number supplied as part of the credit card information |
| Billing Email | The email address supplied as part of the credit card information; if you have chosen to View this report online, clicking this link will open an email window with the message already addressed to the Billing Name |
| Contact ID | The number or other information that identifies the contact in the system; if you have chosen to View this report online, this field may include the username or email address as links that will take you directly to the contact record |
| Contact Name | The name of the contact on whose behalf the transaction was made |
| Contact Address | The address on the contact record |
| Contact Email | The email address on the contact record |
| Contact Phone | The phone number on the contact record |
| Bank Name | The Name of the Donor's Bank if this was an offline check entry and the information was supplied |
| Check Number | The Number of the Check if this was an offline check entry and the information was supplied |
| Discount | The dollar amount of any discount that was applied to each transaction |