Data Export

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

  1. Log in to your Manager Dashboard.

  2. In the top right corner, click the Settings Gear ⚙️ icon.

  3. Select the Data Export option.

Step 1: Choose a Profile

  1. In the Export Profiles section, open the dropdown and choose Custom (.csv).

  2. Use the Formula field to define your export using the supported tokens (see full list below).

  3. Example formula:
    [date][sep][personName][sep][amount][sep][source][sep][paytype][sep][scramble]

  4. Click Save to lock in your custom formula.

Step 2: Set Export Options

  1. Select your Transaction Source and Payment Type from the drop-down.

  2. Choose your desired Date Range.

  3. (Optional) Add an Envelope Number for Anonymous Members (up to 30 characters).

  4. In Members to Include, choose whether to include members with blank IDs or envelope numbers.

  5. 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!

  • Technical Support: Our Support Team is available Monday–Friday, 8 AM–5 PM CST.

  • Product Help: For tutorials and step-by-step instructions, visit the Help Center or click the question mark icon in the product.

  • 24/7 Chatbot Support: The Help Center chatbot can answer common questions at any time.

  • 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!

 

 

Updated

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