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.
Click the Export button.
Choose either All Transactions (most common) or All Transactions with Item Breakdown (a breakdown of donations, items, tickets, and fees).
Choose whether you want to group your transactions by campaign (details on that below).
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.
File Formats and Custom Fields
The structure of your exported document is dependent on the options you selected when exporting your file.
Ungrouped
Custom fields are found at the end of the list of columns unless items are included. In which case, item columns will follow after custom fields.
The custom fields for all of the campaigns will appear as columns, but only some of those may apply to any given transaction.
When a custom field is relevant to a transaction, the field will either be empty (if the donor did not fill it out) or filled. When a custom field is not a member of a transaction's campaign, the cell will be represented with a dash (-).
In the image below, you can see the blue cells highlight custom fields that apply to the corresponding record, while the red cells with dashes are not part of that campaign. (Highlighting is for demonstration purposes only.)
Grouped
When you select the group by campaign option, you can expect a different layout for your document.
Each campaign group follows the same format: a row with the title of the campaign, a row of headers, and the transactions belonging to that campaign (1 per row).
The headers row has custom fields at the end, similar to ungrouped exports. The difference is that only custom fields belonging to that campaign are in the header.
When item breakdowns are included, they are appended after the custom field columns (same as ungrouped).
In the image below you can see the custom field column outlined in a blue box. You'll notice that a campaign with no custom fields has a blank column. The blue highlighted rows are the headers for each group. (Highlighting is for demonstration purposes only.)
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)
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
Custom Fields - This is a varying number of columns dependent on the custom fields you've created for the included campaigns
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)
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
Custom Fields - This is a varying number of columns dependent on the custom fields you've created for the included campaigns
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