Export Donation Data

To export the donation data from CauseVox, follow the steps below:

Step 1: Under Manage, select the campaign using the dropdown at the top. Select Donations from the left navigation and Export on the right.

Step 2: Customize your report by adding Available Columns to the Selected Columns. You can also remove any unnecessary data.

Step 3: Drag and drop the Selected Columns to create a custom order for your spreadsheet.

Step 4: Select Save as Preset to save your column configuration. The next time you run the report, you can select from the preset Dropdown at the top to load your saved column configuration.

Save unlimited presets to run multiple customized reports.

Step 5: Select from all records, or an active filter, All Dates, or a custom date range in UTC time, as well as the file format to download as a CSV or Excel file and select Download.

Step 6: Under Exports, view the progress of your exports ready for download, and download any current and historical exports.

Donation Data

Donation ID
Donation Display Name
Donation Company Name
Donation First Name
Donation Last Name
Donation E-mail
Donation Comment
Donation Anonymous
Donation Line 1
Donation Line 2
Donation City
Donation State
Donation Zip Code
Donation Country
Donation Tribute Type
Donation Tribute Honoree
Donation Tribute Message
Donation Tribute Recipient
Donation Tribute Method
Donation Tribute Recipient E-mail
Donation Amount (Gross)
Donation Amount (Net Received)
Donation Tip
Donation Match Amount
Donation Transaction ID
Donation Transaction Amount Captured
Donation Transaction Amount Refunded
Donation Transaction CC Fee
Donation Transaction CC Fee Estimated?
Donation Transaction CauseVox Fee
Donation Type
Donation Status
Donation Stripe Payment Method
Donation Stripe Payment Status
Donation Currency Code
Donation Subscribed
Donation Giftaid
Donation Tags
Donation Created At
Recurring Profile ID
Recurring Profile Display Name
Recurring Profile Company Name
Recurring Profile First Name
Recurring Profile Last Name
Recurring Profile E-mail
Recurring Profile Comment
Recurring Profile Anonymous
Recurring Profile Line 1
Recurring Profile Line 2
Recurring Profile City
Recurring Profile State
Recurring Profile Zip Code
Recurring Profile Country
Recurring Profile Tribute Type
Recurring Profile Tribute Honoree
Recurring Profile Tribute Message
Recurring Profile Tribute Recipient
Recurring Profile Tribute Method
Recurring Profile Tribute Recipient E-mail
Recurring Profile Amount (Gross)
Recurring Profile Tip
Recurring Profile Status
Recurring Profile Currency Code
Recurring Profile Giftaid
Recurring Profile Tags
Recurring Profile Created At
Recurring Profile Gross Funds Raised
Recurring Profile # Donations
Personal Page ID
Personal Page Stub
Personal Page Display Name
Personal Page First Name
Personal Page Last Name
Personal Page Email
Personal Page Funding Goal
Personal Page Funding Progress
Personal Page # Donations
Personal Page # Pledges
Personal Page Tags
Personal Page Created At
Team Page ID
Team Page Stub
Team Page Name
Team Page Funding Goal
Team Page Funding Progress
Team Page # Donations
Team Page # Pledges
Team Page # Personal Pages
Team Page Admins
Team Page Tags
Team Page Created At
Org Page ID
Org Page Stub
Org Name
Org Page Funding Goal
Org Page Funding Progress
Org Page # Donations
Org Page # Pledges
Org Page # Personal Pages
Org Page Admins
Org Page Tags
Org Page Created At
Site ID
Site Name
Campaign ID
Campaign Name

Custom fields are automatically added to the export.

Here's a sample donation export.

Filter Donation Data

To view and apply filters, follow the steps below:

Step 1: Select Filter at the top.

Step 2: Apply any of the following filters:

Donation Amount: Equal To, Greater Than, Less Than or Between An Amount
Payment Status: Paid, Refunded, Failed
Payment Type: Offline, Stripe, PayPal
Donation Type: One-time, Recurring
Tags: Any custom tags added
Date Range: All Dates, Date Before, Date After or Custom Date Range in UTC time

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