The Payout Details 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.
How to export a Payout Details Report to CSV π»
You can easily export the details of your Payout to a CSV file with the following steps:
Log in to your Givebutter Dashboard.
Navigate to the PAYOUTS tab in the left-hand menu bar and click into the PAYOUT HISTORY tab.
β Pro tip: If you do not see the PAYOUTS tab, you do not have Admin status on this Account. See our article on Managing Admins to learn more about setting different user roles and permissions.
3. Select the (...) button to the right of the Payout you'd like to export.
4. Click EXPORT PAYOUT.
5. Navigate to your email, and in a few moments, you will receive a message from Givebutter saying that your export is ready to download.
6. In the email, click the DOWNLOAD button or copy and paste the provided link into your browser.
β Pro tip: For security purposes, you must be logged in to Givebutter to view/download your CSV. If youβre 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? π΅πΌββοΈ
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. It'll look something like this:
The CSV file export contains the following information:
Record Type β Available options are: Transaction, Refund, Dispute, and Adjustment.
Fund Type β The type of funds these are. Available options are: Amount, Fee.
β Pro tip: If you see both a positive and negative fee, this indicates that the supporter covered the fees.
Amount β The amount of the record.
Identifier β The reference number of the related record, it's used for Refunds & Disputes. Typically this is the transaction reference number.
Transaction Ref # β Transaction ID
First name β The donor's first name
Last name β The donor's last name
Email β The donor's email
Currency β The currency of the charge (currently only USD is supported)
Date Posted β 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 β The date this record was created.
FAQ
Why donβt I see the three dots (...) to export my records?
Sometimes these reports get stuck in our system. If you don't see the option to export a payout detail report, simply contact our team so we can manually refresh this for you.