This CSV file is an excellent way for you to analyze your transactional data. You can download this data, then open it into a third-party software like Excel or Google Spreadsheets, and create tables and graphs out of it.

How to export Transaction details to CSV

You can easily export the details of your transactions to a CSV file with the following steps:

  • Log in to your Givebutter Dashboard: https://dashboard.givebutter.com/

  • Navigate to the Track tab in the left side panel the click into the Transactions subtab.

  • If you’d like to add Filters to the data, do so now.

Tip: Exporting custom fields will only be included in your CSV export when you select a single campaign in the filter dropdown.

  • Click the Export button.

  • Choose either All Transactions (most common) or All Transactions with Item Breakdown (a breakdown of donations, items, tickets, and fees) then click Export.

  • Navigate to your email, and in a few moments, you will receive a message from Givebutter saying that your export is ready to download. In the email, click the Download button or copy and paste the provided link into your browser.

Note: You must be logged in to Givebutter to view/download your CSV for security purposes. If you’re having any trouble opening your link, be sure to double-check that you are logged in, as your email client may have redirected you to a different device/browser than the one you exported the CSV from.

The CSV file will then download to your device. Check your Downloads folder to open in a file reader like Excel, Numbers, or Google Sheets.

Exporting custom fields

Custom fields will only be included in your CSV export when you select a single campaign in the filter dropdown.

What does the All Transaction export file contain?

The All Transaction CSV file contains the following information:

  • Campaign

  • Campaign Slug

  • Team

  • Member – Team Member

  • Reference # – Transaction ID

  • First Name

  • Last Name

  • Email

  • Phone

  • Address Line 1

  • Address Line 2

  • City

  • State

  • Zipcode

  • Country

  • Status – succeeded, authorized, canceled, failed

  • Status Friendly – Succeeded, Authorized, Cancelled, Refunded, Disputed, Failed

  • Fund ID

  • Fund Code

  • Fund Name

  • Dedication Type – In honor of, In memory of

  • Dedication Name

  • Dedication Recipient Name

  • Dedication Recipient Email

  • Method – card, check, cash, Venmo, Paypal, digital wallet (Apple Pay, Google Pay, Microsoft Pay)

  • Discount Code

  • Amount – the amount the donor chose to donate

  • Fee – full transaction fee for donation

  • Fee Covered – fee amount that was covered by the donor (zero means they chose to not cover the fee)

  • Donated – amount donated after all fees = Charged - Fee

  • Payout – final amount to be paid out for this transaction (zero means offline donation)

  • Currency

  • Recurring Plan ID

  • Frequency

  • Dispute Status – won, open, lost, closed

  • Captured At – date & time payment is captured

  • Refunded At

  • Created At

  • Acknowledged

  • Anonymous Hide Name – TRUE or FALSE (TRUE = donor requested their name stay hidden from public view)

  • Anonymous Hide Amount – TRUE or FALSE (TRUE = donor requested their donation amount stay hidden from public view)

  • Public Name - The name the supporter entered to show on the Supporter Feed.

  • Public Message - The message the supporter entered to show on the Supporter Feed.

  • Public Media - The media item the supporter uploaded to show on the Supporter Feed.

  • Local Timezone

  • Created at Local Timezone

  • UTM Source

  • UTM Medium

  • UTM Campaign

  • UTM Term

  • UTM Content

  • Referer URL

Note: If a single campaign was selected for the export and custom fields were created, answers to the custom fields will be at the end of the All Transactions export.

What does the All Transaction with Item Breakdown export file contain?

The All Transaction with Item Breakdown CSV file contains the following information:

  • Campaign

  • Campaign Slug

  • Team

  • Member – Team Member

  • Reference # – Transaction ID

  • First Name

  • Last Name

  • Email

  • Phone

  • Address Line 1

  • Address Line 2

  • City

  • State

  • Zipcode

  • Country

  • Status – succeeded, authorized, cancelled, failed

  • Status Friendly – Succeeded, Authorized, Cancelled, Refunded, Disputed, Failed

  • Fund ID

  • Fund Code

  • Fund Name

  • Dedication Type – In honor of, In memory of

  • Dedication Name

  • Dedication Recipient Name

  • Dedication Recipient Email

  • Method – card, check, cash, Venmo, Paypal, digital wallet (Apple Pay, Google Pay, Microsoft Pay)

  • Discount Code

  • Amount – amount the donor chose to donate

  • Fee – full transaction fee for donation

  • Fee Covered – fee amount that was covered by the donor (zero means they chose to not cover the fee)

  • Donated – amount donated after all fees = Charged - Fee

  • Payout – final amount to be paid out for this transaction (zero means offline donation)

  • Currency

  • Recurring Plan ID

  • Frequency

  • Dispute Status – won, open, lost, closed

  • Captured At – date & time payment is captured

  • Refunded At

  • Created At

  • Acknowledged

  • Anonymous Hide Name – TRUE or FALSE (TRUE = donor requested their name stay hidden from public view)

  • Anonymous Hide Amount – TRUE or FALSE (TRUE = donor requested their donation amount stay hidden from public view)

  • Public Name – The name the supporter entered to show on the Supporter Feed.

  • Public Message – The message the supporter entered to show on the Supporter Feed.

  • Public Media – The media item the supporter uploaded to show on the Supporter Feed.

  • Local Timezone

  • Created at Local Timezone

  • UTM Source

  • UTM Medium

  • UTM Campaign

  • UTM Term

  • UTM Content

  • Referer URL

  • Subtype – Donation, Ticket, or Fee

  • Description – Ticket Type, Processing Fee, or Donation to Campaign

  • Quantity

  • Price

  • Discount – if promo code was used

  • Total – total after discount = Price - Discount

Note: If a single campaign was selected for the export and custom fields were created, answers to the custom fields will be at the end of the All Transactions with Item Breakdown export.


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