Individual Breakdown of Donations
complete
Clair Lofthouse
complete
We are excited to let you know that your suggestion has been implemented! Thank you again for collaborating directly with us to build better fundraising tech.
Your suggestion was a part of the new report release, "Line Items (All)" now found in the Nonprofit Admin Portal, under "Data Reports" in the left-hand navigation. The other Canny suggestions below were also part of this update if you want to check them out:
- feedback.givelively.org/data-reporting/p/add-net-amount-to-donor-export
- feedback.givelively.org/data-reporting/p/create-receiptsentat-column-for-donor-data-exports
- feedback.givelively.org/data-reporting/p/zip-codepostal-code-not-formatted-in-export
- feedback.givelively.org/data-reporting/p/donationdate-field-is-not-in-date-format
- feedback.givelively.org/nonprofit-admin-portal/p/pull-donor-data-without-exporting-csv
- feedback.givelively.org/nonprofit-admin-portal/p/reformat-donation-date-field-in-exported-data-not-currently-readable-as-date-by
Matt Connelly
Hi everyone!
We are excited to seek volunteers interested in an early-access beta program of upgrades to the donor data reporting system in our Nonprofit Admin Portal. The program offers our member nonprofits a sneak peek of our newest features in return for constructive feedback that will help us refine functionality before its full release.
Our upgraded reporting system includes the following:
1) On-Screen Line Item Report
A primary report/table of donation/purchase line items across all fundraising products (Core Profile, Campaign Pages, Peer-to-Peer Fundraising and Team Fundraising pages, Event Ticketing pages and donations received through Charity Navigator’s Giving Basket).
- The report can be filtered by date and searched by Order ID, Donor Name and Donor Email.
- Clicking on an individual result provides expanded donor and payment information, eliminating the need to download CSVs.
2) Updated Donor Data CSV
A new and enhanced CSV export of donor data. Anyone who has received donations through Charity Navigator’s Giving Basket will be familiar with the data format of this new CSV. We are eager to expand it platform-wide.
- During the beta period, we will support both old and new versions of the CSV export, but we will sunset the old CSV by early 2024.
- The new CSV has all historical data, but is reframed with new column headers. An online guide is available to assist mapping from the old CSV columns to the new ones.
- We provide new information, such as much-requested Transaction Fee Amount (charged by PayPal and Stripe) and Net Amount columns.
- We address date-column issues (they were not Excel-friendly) and other quality of life updates.
We anticipate that participants in this beta program will help shape our efforts with this new system. If you are interested in joining, please like this comment and we will email you in the coming weeks. Participation in this beta will not affect your current Give Lively experience, but it will hopefully give you early access to a better one! :)
Matt Connelly
in progress
Matt Connelly
planned
Matt Connelly
under review
Matt Connelly
hi Rebecca Johnson et al, can you share additional data your accounting department would hope to access for an individual donation (especially if it currently isn't available on the CSV--Net Amount comes to mind). Let me know what else--thanks!