Your payment report includes all payment and contact information from your donors. It's a comprehensive file that can easily be customized to get the information you need. It can include transaction information, donor contact information, and details on recurring donations.
What's included in my report
When viewing your report on the dashboard, you can now choose to include any combination of the following fields:
Contact Information
Paid by, Email, Phone Number
Address Line 1, Address Line 2, City, State, Postal Code, Country
Payment & Transaction Details
Date, ID, Type, Total, Fee Offset, Transaction Fees, Refund Amount, Net
Payment Method, Payment Status, Paid Out?
Discount, Campaign/Invoice
Donation Details
Recurring?, First Donation?
Notes, DAFpay Tracking ID, DAFpay External Grant ID
You can customize what information is visible on your All payments report by clicking the bookmark icon in the top right corner of the screen and selecting from the options in the dropdown:
How to filter and download the report
1. Click on your organization's name in the upper right corner. Then click Payments & payouts in the dropdown menu.
2. Download the report table as is with every donation you have received thus far. Or click Filters to select a date range for the report or to filter by campaign.
3. A new table will pop-up that allows you to select your filters. You can filter by date, payment method, campaign, or all three!
4. To filter by date open the date preset dropdown menu. Choose a suggested date range or choose "Custom" to input specific dates. Once you have made your selection click Apply.
5. To filter by payment method or status, choose your payment method or status from the dropdown. Once you have made your selection click Apply.
6. To filter by campaign click on any of the campaigns in the list or search for a campaign by typing in the name or campaign type. All selected campaigns have a checkmark next to the their name. Once you have made your selection click Apply.
7. Then click the download button to download a CSV file with all payments received fitting the applied filters.
Done! The report has been successfully downloaded to your computer.