Data + Reporting

I would like a way to pull a detailed summary of each individual donation instead of the exported spreadsheet which is not well formatted. Our accounting department requires a detailed breakdown for each individual donation rather than one long list of each donation.

Include the field for anonymous or not in the line item report on the website, so we can see who NOT to thank publicly on our social media postings, etc. without having to download the CSV

For auditing purposes - include a column for receipt_sent_at column in Admin Portal exports

Incude the net amount received from donation (minus fees paid to Stripe) in donation export to facilitate distribution by campaign

When applicable, include the SF opportunity ID in the Admin Portal exports to easily cross reference records that have synced to SF in one report.

When exporting data to excel, the zip code in mailing address is not formatted correctly, which causes issues for US zip codes that start with 0. With a small volume this may be easy to track and fix, but overtime will become unwieldy.

I am trying to import donations from the donor data download to our constituent database (Little Green Light). When I try to import, it is telling me the date is invalid. I believe it's because it's a text string. I cannot easily convert this to a date that excel recognizes (even with DATEVALUE function). I don't know how anyone works around this. Would love some insight or a date field that is not written out in text.

Would be helpful for reconciling purposes to have a unique identifier/transaction ID that links donations in GiveLively to payments in Stripe.

Anytime we have an event with over 2,000 tickets sold we're unable to download the .csv file and get an error. This doesn't happen with our small events.

I would be helpful to know who is being honored/memorialized by a donation. This would help me understand/map relationships between people in my CRM system. It has also been suggested by donors that their thank you letters mention the gift was made in someone's honor and that we notify the honoree by snail mail (some donors are older and do not use email)