Create and Download Customized Reports
Objective:
This article provides step-by-step instructions on how to create and download a Custom Data Export from the Manager Dashboard. By following these steps, you will be able to build a report tailored to your database or import needs—even when a default data profile isn’t available.
Why Use a Custom Export?
If you’re importing data into another system or need a report with specific values or formatting, Custom Export lets you select which data fields to include and how they appear in the .csv output.
Steps to Generate a Custom Data Export
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Log in to your Manager Dashboard.
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In the top right corner, click the Settings Gear ⚙️ icon.
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Select the Data Export option.
Step 1: Choose a Profile
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In the Export Profiles section, open the dropdown and choose Custom (.csv).
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Use the Formula field to define your export using the supported tokens (see full list below).
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Example formula:
[date][sep][personName][sep][amount][sep][source][sep][paytype][sep][scramble] - Click Save to lock in your custom formula.
Step 2: Set Export Options
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Select your Transaction Source and Payment Type from the drop-down.
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Choose your desired Date Range.
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(Optional) Add an Envelope Number for Anonymous Members (up to 30 characters).
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In Members to Include, choose whether to include members with blank IDs or envelope numbers.
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Click Export Data to download your report.
Your file will download as a .csv (Excel-compatible) spreadsheet.
Available Data Fields
Below is a complete list of exportable fields and their definitions:
|
Field Token |
Description |
|---|---|
|
[personName] |
Donor’s full name |
|
[fname] |
First name |
|
[lname] |
Last name |
|
[addr] |
Primary billing address |
|
[addr2] |
Secondary address line |
|
[city] |
Billing city |
|
[state] |
Billing state |
|
[zip] |
Billing ZIP code |
|
[amount] |
Gift amount |
|
[email] |
Email address |
|
[tab] |
Blank column |
|
[fund] |
Fund name |
|
[fundtype] |
Fund type |
|
[location] |
Donation location |
|
[notes] |
Donor-entered notes |
|
[date] |
Full timestamp (e.g., 5/6/2025 10:14 AM) |
|
[envnum] |
Envelope number |
|
[shortdate] |
Date (MM/DD/YYYY) |
|
[fundcode] |
Internal fund code |
|
[leadDate] |
Duplicate of shortdate |
|
[txnid] |
Transaction ID |
|
[yymmdd] |
Date (YYMMDD format) |
|
[cardach] |
Payment method (card or ACH) |
|
[txntype] |
Payment method channel (online, kiosk, etc.) |
|
[scramble] |
Encrypted account + last 4 digits |
|
[personid] |
Donor ID |
|
[phone] |
Phone number |
|
[yyyymmdd] |
Date (YYYYMMDD format) |
|
[account4] |
Last 4 digits of card/account |
|
[fundid] |
Fund internal ID |
|
[sep] |
Adds a comma to separate fields (i.e., new column) |
|
[space] |
Adds space within same column |
Have Questions or Need Help?
If something isn’t working right, we’re here for you!
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Technical Support: Our Support Team is available Monday–Friday, 8 AM–5 PM CST.
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Product Help: For tutorials and step-by-step instructions, visit the Help Center or click the question mark icon in the product.
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24/7 Chatbot Support: The Help Center chatbot can answer common questions at any time.
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Personalized Support: Need a guided walkthrough? Paid services are available. Contact our Sales Team at sales@ministrybrands.com.
💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!
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