How to Download the All Transactions Export

From your Dashboard, click Results.
Under Results, select All Transactions.
In the upper right, select your fundraiser from the dropdown.
Click Export beside the dropdown.
Select your date range, export format, and export options, then click Confirm.

The export includes:

Online transactions: checkouts made using Stripe and free checkouts
Offline transactions: checkouts marked as paid via an offline method (cash, cheque, offline credit card, other)

Please Note:

Pledges that have not yet been processed (online or offline) do not appear in the Sales Breakdown, Checkout Overview, or Summary sheets. They only appear in the Pledges sheet.
Pre-Seeded Donations do not appear anywhere in the All Transactions Export.

The All Transactions Export includes the following sheets:

Sales Breakdown Sheet: Shows everything that was purchased on a separate line, with a breakdown of who purchased and the corresponding fees.
Summary Sheet: An aggregate summary of your fundraiser data.
Checkout Overview Sheet: Shows every checkout on a separate line. Use this sheet to see all checkouts made on your fundraiser.
Event Ticket Sheet: Shows every event ticket purchased, who purchased it, and who it's assigned to.
Refunded Attendees: Shows any attendees who have been refunded, and thus deleted from Trellis.
Attendees: Shows all valid attendees for your event.
Donation Sheet: Shows all donations made for your event, such as donation options and custom donations.
Auction Sheet: Shows all auction items that have been purchased.
Item Sheet: Shows all items that have been purchased.
Raffle Sheet: Shows all ERS raffle tickets purchased on your fundraiser (Canada only).
Pledges Sheet: Shows all pledges made on your fundraiser, both paid and unpaid.

Need Help?

If you have questions or need assistance, reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.

The All Transactions Export gives you a comprehensive overview of all your transaction data in a single place. It's useful for decision-making, developing strategies to engage existing or new donors, and analyzing the amounts raised for each fundraising driver.