How to export donation and donor reports – Eventgroove Fundraising

Export information about each donation you receive and the donors who gave them.

Eventgroove Fundraising has made it easy to export reports of all of your donations, including all of the information collected on donors and any fees that may apply. You can use this information to learn more about your donors and reconcile your Experience once it’s finished. Reports download in .csv format so you can use Excel or Google Sheets to edit your reports.

What Will My Exported Data Look Like?

Insights: Common Excel and Google Sheets Formatting Tips for Eventgroove Fundraising Reports

Export a Report

Select Experiences from the left menu.
If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image.
Select View Donations*.
Use the Donations* and Donors* tabs to navigate between reports:

Select EXPORT in the lower-left corner of the screen to download a full report:

Donations Tab

The Donations tab automatically displays the following:

Date (date and time the donation was given)
Donor Name
Donation Amount
Status (Paid, Pending, or Voided)
Payment Type

Donations Report

The exported report includes the following:

Payment ID (unique number assigned to each transaction)
Donor Full Name
Donor First Name
Donor Last Name
Donor Email
Contribution Date
Last Updated Date
Paid Date (date/time payment received)
Amount (includes donations and Perks purchases)
Flat Amount (donations)
Item Amount (only applies to Perks purchases)
Eventgroove Fundraising Fee (only applies if you elect to pay Eventgroove's 7.5% Platform Fee)
Processing Fee (charged by the payment processor)
Payment Processor (Stripe or PayPal)
Fees Paid by Donor
After Fees (amount your organization receives after fees are deducted)
Status (Paid, Pending, or Voided)
Payment Type
Processing Type
Source (Manual or Eventgroove Fundraising payment processed through Eventgroove Fundraising or added manually)
Fund Code (only applies if you added a Fund Code to your Experience)
Anonymous Donation? (Yes or No)
Comment (only applies if you allow donors to leave comments when they donate)
Cancellation Reason (only applies to canceled donations)
Donor ID (unique number assigned to each donor account)

Donors Tab

The Donors tab automatically displays the following:

Donor Name
Donor Email
Total Amount Donated

Donors Report

The exported report includes the following:

Donor Name
Donor Email
Campaign (Experience name)
Last Contribution Date (also includes time)
Gross Contributions (total amount given)
Net Contributions (total amount given minus any fees deducted)
Donor ID (unique number assigned to each donor account)

View Details for Individual Donations/Donors

Select Experiences from the left menu.
If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image.
Select View Donations*.
Hover your mouse pointer over the donor or donation you wish to view and select the three-dot icon on the right.
Select View Details:

*Terminology may differ according to Experience settings.

Related to