A payout details report is a CSV (spreadsheet) file that shows the breakdown of all transactions included in a specific payout. This report includes transactions, refunds, and disputes. This is the report we recommend for reconciling accounts, as the amount paid out is defined by the transactions included in a specific payment.
If you're looking for a report that details individual donations in all payouts, you'll want to export a payout history report instead.
Exporting your payout details 💻
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 three dots [...] on the right side of the Payout you'd like to export, and select Export Payout.
If your payout is missing the [...] download option, please contact us so we can manually refresh this for you.
You'll be sent a message to the email address you're logged in with. Sometimes, the email can take a few moments to generate. When it arrives, click the Download button in the email (good for 72 hours), which will prompt a download of the export file.
If you can't locate the file, check your Downloads folder and desktop. You'll need to open the CSV file in an application that can open spreadsheets, such as Microsoft Excel, Apple 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.
Full list of export data: Payout Details Report
Full list of export data: Payout Details Report
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.
FAQ 🤔
Why don’t I see the three dots [...] to export my report?
Sometimes, these reports get stuck in our system. If you don't see the option to export a payout detail report, please contact our team so we can manually refresh this.
One of my donations is missing from my payout.
We do not pay out offline donations (check or cash) – this is the main culprit for "missing" donations! If it wasn't an offline payment, it's likely that the transaction was still pending when you initiated the payout, so it wasn't included. Export the payout details before and after this payout – it'll often be found in an adjacent withdrawal.
I'm having trouble reconciling my totals, or my sums don't match. I think I have a variance/discrepancy.
Processing fees may have been deducted from your donations because the donor did not cover them.
You can require that donors pay your processing fees! Go to the campaign's Settings tab, and under Fees & Tips, turn on Require Fees. If you turned on Hide Fees, all fees will be deducted from the funds you receive.
Ensure that you aren't including offline donations in your total figure. Your Payouts information will display the total you've raised online. (Givebutter does not pay out transactions submitted via check or cash.)
Check if you left a payout tip to Givebutter – you can see these figures under the Payout History area, under the Tip column. (This refers to payout tips added by an admin, not tips given to Givebutter by donors.)
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 a 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!