Create and download customized reports.
Generate a Custom Data Export that would meet the needs of importing to a database that does not already have a data profile in our system, or using a certain data value formula that does not already exist.
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Navigate to your manager dashboard. Click on Settings Gear Symbol (top banner) and click Data Export.
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Click on Select Profile and choose from the list provided or select Custom.
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Build your custom formula by inputting preset data fields (listed below) into the Formula field.
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Click Save!
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Choose your Transaction Type, Start Date, and End Date.
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Click Export Data!
Your data will be downloaded as an Excel or CSV file.
Below is the full list of data fields available, as well as the information that displays in each column when exported:
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[personName] = donor’s full name
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[fname] = donor’s first name
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[lname] = donor’s last name
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[addr] = donor’s primary street address for billing
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[addr2] = donor’s secondary street address for billing
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[city] = donor’s billing city
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[state] = donor’s billing state
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[zip] = donor’s billing zip code
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[amount] = amount of donation
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[email] = donor’s email input at time of donation or at donor profile creation
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[tab] = a blank column
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[fund] = designation for donation
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[notes] = additional comments input by donor
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[date] = date and timestamp in format m/d/yyyy hh:mm
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[envnum] = ID saved to envelope number field in donor profile
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[shortdate] = date in format of m/d/yyyy
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[fundcode] = fund code saved to fund/designation under Fund Management.
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[leadDate] = date in format of m/d/yyyy (same as shortdate)
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[txnid] = payment gateway transaction ID
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[yymmdd] = date without formatting, i.e. 171023 for a donation submitted October 23rd, 2017
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[cardach] = confirms whether donation paid using card or ACH
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[txntype] = confirms what payment method used for donation (online, kiosk, mobile, etc.)
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[scramble] = donor’s encrypted card/bank account number with last 4 of donor’s card/bank account number
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[personid] = donor ID
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[phone] = donor phone number input at time of donation or at donor profile creation
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[yyyymmdd] = date including full year without formatting, i.e. 20171023 for a donation submitted October 23rd, 2017
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[account4] = only last 4 of donor’s card/bank account number
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[fundid] = internal ID for designation/fund
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[sep] = separates info by column
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[space] = creates a space within the original initiated column to include proceeding information. For example, [personName][space][phone][space][state] would include the donor’s name, phone number, and state within the same column, formatted as “DonorName 888-555-4444 TN”. Use [sep] when you are ready to break to a new column.
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