This CSV file is an excellent way for you to analyze your account’s payout history. You can download this data, then open it into third-party software like Excel or Google Sheets, and create tables and graphs out of it. This export gives you the option to export payout summary history (all payouts, one line item per payout) or all payout details (all individual records for all payouts).
If you're looking for a report that details individual donations in one specific payout, you'll want to export a payout details report instead.
Exporting payout history 💾
In your dashboard, head to the Payouts or Finance page.
If you don't see a Payouts or Finance page, you're not an Admin on the account – you'll need to ask an Admin to access this on your behalf.
Ensure you're on the Payouts page/sub-tab, and navigate to Payout History. This will either be a separate tab, or a section included on the Payouts tab.
Click the Export button at the top right side of the Payout History area.
Select the type of export you'd like to create.
Payout summary – One line per payout, with payout totals. Does not break down individual transactions. Includes all payouts on the account.
All payout details – All ledger records for all payouts. Includes a breakdown of individual transactions, for all payouts on the account.
If you want to export individual transactions for one specific payout, you can create a Payout Details Report instead.
Click Export again in the popup.
Your report will be sent to your email. In the email, click the Download button or copy and paste the provided link into your browser. This email link is good for 48 hours.
If you can't locate the file, check your Downloads folder and desktop. You'll need to open the CSV file in an app that can open spreadsheets, such as Excel, Numbers, or Google Sheets.
Data included in this report 🤓
Expand the heading below to view a full list of all the data columns included in a payout export.
Payout History Report (Payout summary)
Payout History Report (Payout summary)
Reference Number – The payout reference number for this specific payout.
Campaign Code – The code of the campaign the payout is in reference to (for campaign-level payouts, does not apply on single-balance payouts).
Campaign Title – The name of the campaign the payout is in reference to (for campaign-level payouts, does not apply on single-balance payouts).
Method – The payout method, ie. bank transfer.
Last 4 – Last four digits of the bank account, debit card, or Wallet account that the payout was sent to.
Status – The status of the payout (ie. paid/failed).
Amount – The total payout amount, before any fees or tips.
Fee – Any fees charged for the payout (standard payouts are free, instant payouts are charged a 1.75% fee).
Tip – Any optional tip left for Givebutter by an account admin at the time of withdrawal. This does not refer to tips left to Givebutter by donors.
Payout Amount – The net payout amount transferred to you.
Descriptor – Descriptor used to label transfers.
Currency – Currently, only USD is supported.
Date – The date the payout was created, in UTC.
Payout History Report (All payout details)
Payout History Report (All payout details)
Record Type – Available options are Transaction, Refund, Dispute, and Adjustment.
Fund Type – The type of funds these are. Available options are Amount and Fee.
If you see both a positive and negative fee on two separate lines, this indicates that the supporter covered this for you, resulting in a net zero fee.
Amount – The amount of the record.
Description – An explanation of the record, ie. "Processing fees covered by donor".
Identifier – Used for refunds and disputes. Typically, this is the same as the transaction reference number.
Transaction Ref # – Transaction ID (reference number)
First name – The donor's first name
Last name – The donor's last name
Email – The donor's email
Fund Code – The code of the fund to which the donation was designated.
Fund Name – The name of the fund to which the donation was designated.
Campaign Code – The code of the campaign to which the donation was designated.
Campaign Name – The name of the campaign to which the donation was designated.
Payout Ref – The reference code of the payout in which the donation was paid out in.
Currency – The currency of the charge (currently, only USD is supported)
Date – The date (UTC) this record was completed pending, ie, 48-72 hours after submission.
Date Posted – The date (UTC) this record was created, ie, when the donation was submitted.
Troubleshooting 🛠
If you're generating reports, but aren't receiving our emails, please do the following troubleshooting steps before contacting us:
Ensure you've checked your email spam/junk box. Because these emails are sent from no-reply address, email providers may categorize them as junk mail.
Sometimes, these messages are filtered into folders previously set up in email accounts, or they're deleted automatically. Check any relevant folders.
Search your inbox for "[email protected]".
Check your email settings to be sure the address [email protected] is whitelisted, a firewall isn't blocking us, or there isn't some server issue.
If you've tried all of these options and you're still having trouble receiving export emails, please contact our team – we'd be happy to assist!