Givecloud offers a wide range of filters to help with managing and reporting on your contributions. For example, filter by supporter type, contribution status, or tracking source, then export the information you need to a CSV file and share it with your team members.


In this article,

What are Contributions

How to use the Contribution Report

Filters

Report Columns

Contribution Report Export


What are Contributions

A contribution is a donation or purchase made through the Givecloud checkout, Givecloud Virtual POS, Kiosk or mPOS. Contributions can also be a ticket, merchandise, registration, and more. A contribution can contain one or multiple line items.


How to use the Contribution Report

Use the Contribution report to review donations and purchases on your Givecloud site. Filter the report to review specific contributions by supporter type, status, tracking source and more.


Filters

Search

Use the search to filter by contribution number, bill-to-name and email, or ship-to-name and email.

Date

Date allows you to filter by a specific period, for example, July 10th to 15th, 2024.

Status

Contribution status allows you to filter by OK, Risk Warning, Fulfilled, Unfulfilled and Refunded contributions.

  • Risk Warning: Contributions with a failed AVS/CVC/GeoIP check. Read more about risk warnings.

  • Fulfilled: Contributions that have been fulfilled

  • Unfulfilled: Contributions that require fulfilment

  • Refunded: Contributions that have been refunded (either full or partial refunds)

  • OK: Contributions that do not have a risk warning, are not refunded or are unfulfilled

Source

Source allows you to filter by the avenue in which the contribution was placed—for example, Web, Point of Sale (POS), or Import.

Items

Items allow you to filter by item type. The item types are shippable items, downloadable items, recurring items, sponsorships, no-shippable items, no downloadable items, no recurring items, and no sponsorships.

Fundraising Forms

Filter for contributions based on which fundraising form they were made through.

Payment Type

Payment type allows you to filter by payment types like Visa, Mastercard, American Express, etc.

Referral Source

Referral Source pulls from the referral source section on the checkout. Depending on the referral source options set under Settings > Supporter Preference, the referral options will display in this filter.

Promo

The promo filter is a text field filter—type in a promo code set on your site to search contributions with a specific promo code.

Supporter Type

Filter by Supporter Types like Individuals, organizations or more. Add additional supporter types under Settings > Supporter Preferences > Supporter Types.

Memberships

Filter for contributions that contain specific membership levels.

Verification

Verification allows you to filter by verification status or message on a contribution. Verification refers to the AVS and CVC warnings that can occur with contributions.

The verification status options are Pass, Warning and Unavailable.

The verification messages are, Address warning, no address verification, ZIP warning, No ZIP verification, CVC warning, no CVC verification, IP Geography warning, and No IP Geography.

Billing Country

Filter contributions by billing country. The only countries associated with a contribution will display in this filter.

Gateway

Filter contributions by your active and past payment gateways. Only payment gateways used for contributions will display in this filter.

Tracking Source

Highlights where the visitor came from before landing on your page and making a contribution.

Example: search engines such as Google, a domain, a social media platform, newsletter. This requires using UTM tracking.


Tracking Medium

The advertising marketing medium.

Example: organic search, cost per click paid search, web referral. This requires using UTM tracking.


Tracking Campaign

The specific campaign you have created to drive traffic.

Note: the campaign can be throughout multiple mediums.

Example: Your Giving Tuesday campaign is being promoted on Instagram, a blog post, and a paid Google ad. This requires using UTM tracking.


Tracking Content

The specific call to action or link within the ad. This can give you information on what CTA placement is performing better.

For example, you may have two calls to action on the same ad, one hyperlinked word and one linked button. This requires using UTM tracking.

* To create this in-depth reporting, add your Google Analytics ID to Givecloud.


Report Columns

Supporter

The supporter column displays the supporter name (either individual or organization name) associated with the contribution. Select the supporter's name to access the supporter's account within your admin.

This column also includes the contribution number. This is a unique number assigned to each contribution.

Location

The location column displays the city, state/province, and country of the supporter making the contribution.

Status

The status column displays the status of the contribution. Possible contribution status:

  • Risk Warning: Contribution has a failed AVS/CVC/GeoIP check. Read more about risk warnings.

  • Fulfilled: Contribution has been fulfilled

  • Unfulfilled: Contribution requires fulfilment

  • Refunded: Contribution has been refunded (either full or partial refund)

  • OK: Contribution does not have a risk warning, is not refunded or are unfulfilled

Payment

Displays the total amount associated with the contribution. If you offer multiple currencies, the currency will show as well. This column also shows the payment method used to process the payment for this contribution.

Date

The date column displays the date the contribution was captured. The contributions report defaults to show the newest to oldest contribution based on this column.


Contribution Report Export

If you wish, you can export your Contribution information to a CSV file, which is readable on most spreadsheet software, such as Excel, Numbers or Google Sheets. In addition, you can use filters before the export to gather the information you need.

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