Reports

Campaign Reports
Go to Reports > Campaigns to view activity campaign-wise. You can also view completed vs pending transactions. 
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All Donation Reports
Go to Reports > All Donations to get complete detailed information. 
Set the date, set filters, and Columns. See donor data, fees, and more. 
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Transfer Report
Transfer reports show money as it gets transferred to your bank account. Transactions get batched on a daily basis and are sent. 
Click on each line item to see the transactions that make the batch. In-Transit or Paid show the status.
Credit card transactions take 2-5 business days 
ACH (bank account) transfers take 5-7 business days
Navigate to Reports > Transfers
Fees
To see a breakdown of PayBee Fee and Transaction Fees, you can do it from All Donations and Transfer Report.
Via All Donations Report
Go to Reports> All Donations
Set the dates on top and go to the Columns tab. 
Turn on the following fields-
1.User Covered Fees: This shows the transaction fee (Credit card or ACH processing fees) 
2.PayBee fee: 2% fee on electronic transactions
3.Fees: Total of transaction fees (if not covered by donor) + PayBee fee
Via Transfer Report
Go to Reports > Transfers
Click on any line item to see the details (transactions, fees, etc) for all donations that are a part of the transfer. The proceed reflects the actual amount that will hit your bank account. 

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Reconciling Amounts
Our platform aggregates the donations each day and sends them over to your bank account. So if you look at total proceeds the numbers will match up. To show the transaction level breakdown, we do calculations to give you an estimate, and based on rounding, it could be 1c up or down.
Hence instead of going into each transaction, look at the daily transfers and those will give you better and more accurate information.
Pull the Transfer Report, click on the row you want to drill down. You'll see a list of all the donations that make the transfer. You can hit the Export button and get it in the spreadsheet format if required.
Video
We've created a video to help you navigate through our handy reporting section that will show you how to:
See how much money you've raised
How many guests attended
Follow up on pending pledges and send reminders
 Log cash/check donations
Edit (add/delete) attendee carts
See the breakdown of fees paid (PayBee + CC fees)
See money being transferred into your account
And more!
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Reports - Previous

Post Event Followup

Refunds

Last modified 8mo ago

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