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How To Export Donation Data
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over 6 months ago

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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.

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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