βοΈ Screens in this video may look different. Some platform details have been updated since this video was created, but the general concepts still apply. Watch more tutorials at Funraise's University.
Export Transactions
From the Transaction section, you can export a list of transactions to CSV. The export will reflect the filters you have applied.
1. From Transactions > Click table actions menu (3 dots) > Select Export CSV
2. Select the columns and order of columns for your export > Click Export CSV
3. Your export file will be available to download from Settings > Exports. You'll also receive an email with a link to the export file as soon as the export has finished processing.
Good to know
You can also rename your export file from this screen.
Export settings are saved per user. This means that each time you conduct an export the default fields and order will match your most recent export settings.
Export files are limited to 10,000 records
Exports of Transactions are limited to 10,000 records at a time. To export more than 10,000 records you'll need to further segment your list or export from Fundraising Intelligence.
Exportable Transaction fields
Listed alphabetically.
Address
Allocation
Allocation ID
Amount
Anonymous
Campaign Page ID
Card Type
Check Number
City
Comment
Company Match
Country
Currency
Dedication
Dedication Email
Dedication Message
Dedication Name
Dedication Type
Donation Date
Donor Covered Fee Amount
Donor Covered Fee Source Amount
Donor Covered Fees
Donor Covers Fees Eligible
Expiration Date
Form
Form Name
Frequency
Gateway Response
Gateway Transaction ID
Household
Household Name
ID (Transaction ID)
Import External ID
In-Kind Description
Intended Amount
Intended Source Amount
Last Four
Memo
Name
Note
Offline
Operations Tip Amount
Order ID
Order Total
Page Goal
Page URL
Payment Method
Phone
Platform Fee Amount
Platform Fee Percent
Postal Code
Recurring
Recurring ID
Recurring Sequence
Soft Credit
Soft Credit Supporter Address
Soft Credit Supporter City
Soft Credit Supporter Country
Soft Credit Supporter Email
Soft Credit Supporter Name
Soft Credit Supporter Postal Code
Soft Credit Supporter State
Source Amount
State/Province
Status
Supporter
Supporter Email
Supporter First Name
Supporter Institution Category
Supporter Institution Name
Supporter Last Name
Tags
Tax Deductible Amount
URL
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Inactive fields
Inactive fields are fields that are no longer being populated in Funraise but may have historic data.
Gift Capacity
Net Worth
Propensity To Give
Real Estate Value
Total Income