How to Export the Checkout Report

In this article, we will guide you on how to export your checkout report which includes all the necessary information for your transactions.

The checkout report contains different sheets with the details per checkout organized per fundraising drivers and also includes a summary of gross and fees.

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Extracting the Checkout Report

For reference, here's a link to a sample fundraiser report you can view before exporting.

1. Login to your Trellis account.

2. On your Dashboard, click Results.

3. Under Results, select All Transactions.

4. At the upper right area, select the fundraiser you want to extract the report from the dropdown.

5. Click Export beside the dropdown.

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

Pro Tips:
1. If the file does not download to your computer you may need to allow pop-ups in this browser.

2. If you select Comma Separated Values (.csv) as a format you will have separate files for each sheet otherwise, the Excel (.xlsx) format provides you with a single file and different sheets inside.

The fundraiser report offers a comprehensive overview of all the data you need in a single report, 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. Additionally, it allows you to analyze the amounts raised for each fundraising driver.

Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org.