The Payout Detail Report shows the breakdown of any balance affecting transactions in a Payout. This report includes transactions, refunds, disputes, and manual adjustments made to your Account.
Note: Don't see the option to export in your Dashboard? No problem, click that chat bubble in the bottom right corner to send us a message! All accounts will have the ability to access this feature soon.
How to export a Payout Detail Report to CSV
You can easily export the details of your Payout to a CSV file with the following steps:
Log in to your Givebutter Dashboard: https://dashboard.givebutter.com/
Navigate to the Payouts tab in the left side panel and click into the Payout History section.
Select the (...) menu at the right of the table row you're interested in exporting.
Click Export Payout
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.
What does the Payout Detail Report export file contain?
A payout detail report shows the breakdown of any balance affecting transactions. This includes transactions, refunds, disputes, and manual adjustments that may have been made on your account.
The CSV file export contains the following information:
Record Type – Available options are: Transaction, Refund, Dispute, Adjustment.
Fund Type – The type of funds these are. Available options are: Amount, Fee. Note: If you see both a positive and negative fee, this indicates that the supporter covered the fees.
Amount – The amount of the record.
Identifier – The reference number of the related record, it's used for Refunds & Disputes. Typically this is the transaction reference number.
Transaction Ref # – Transaction ID
First name – The donor's first name.
Last name – The donor's last name.
Email – The donor's email.
Currency – The currency of the charge, currently only USD.
Date Posted – The date this charge takes effect from a balance standpoint. For example, a charge made on May 1 will post 48-72 hours later.
Date Created – The date this record was created.
Why don’t I see the menu to export these records?
If you don't see the option to export a payout detail report it may need to be enabled on your account. Simply, contact our team to gain access to this feature.
Why do some of my payouts have the export button, and others don’t?
Givebutter is actively syncing historical data to the payout detail report feature and some payouts may not yet be available for export. Please contact our team so we can fast-track making your reports available.