How to Download the All Transactions Export

The All Transactions Export offers a comprehensive overview of all the data you need in a single place, making it simple to access the necessary information. This report is also valuable for decision-making and developing strategies to engage with existing or new donors, or analyze the amounts raised for each fundraising driver.

It includes:

1. Online transactions: checkouts made using Stripe or BBMS, and free checkouts
2. Offline transactions: checkouts that were marked as paid via an offline method (cash, cheque, offline credit card, other). 

For reference, here's a link to a sample All Transactions Export you can view before exporting.

All Transactions Export Sheets

You can find the following sheets in the All Transactions Export:

1. Sales Breakdown Sheet: This shows everything that was purchased on a separate line, with a breakdown of who purchased and the corresponding fees.
2. Summary Sheet: This is an aggregate summary of your fundraiser data.
3. Checkout Overview Sheet: This shows every checkout on a separate line. Use this sheet to see all checkouts that have been made on your fundraiser.
4. Event Ticket Sheet (if applicable): This shows every event ticket that was purchased, who it was purchased by, and who it's assigned to.
5. Refunded Attendees (if applicable): This shows any attendees that have been refunded, and thus deleted from Trellis.
6. Attendees (if applicable): This shows all valid attendees for your event.
7. Donation Sheet (if applicable): This shows all donations that have been made for your event, such as donation options and custom donations. 
8. Auction Sheet (if applicable): This shows all auction items that have been purchased.
9. Item Sheet (if applicable): This shows all items that have been purchased
10. Raffle Sheet (if applicable): This shows all ERS raffle tickets that have been purchased on your fundraiser. (Canada Only)
11. Pledges Sheet (if applicable): This shows all pledges that have been made on your fundraiser, both paid and unpaid.

 

Extracting the Checkout Report

1. From your Dashboard, click Results

2. Under Results, select All Transactions

3. At the upper right area, select your fundraiser from the dropdown

4. Click Export beside the dropdown

5. You may select the date range, export format, and export options, then click Confirm.