Download your transaction information using CSV or PDF options to analyze data for reporting.
CSV: This format includes full transaction details. Use CSV to export your data into an Excel spreadsheet. This format is ideal for when you need to customize the data or upload the information into another system for reporting.
PDF Detailed: This format includes full transaction details. The detailed format allows you to look at each donation individually in a format that is similar to a receipt. This will download a one page record per donor, and is ideal when printing the records is necessary.
PDF Summary: This format includes a brief overview of transaction details, including the transaction date, donor name, amount and fees. This is ideal for when you need a quick summary of your transaction data for printing, event lists or record keeping.
We are creating a new CSV export configuration feature with enhanced functionality, but it's not ready just yet. Please click here to contact our team if you need a new export configuration!