The Paid Transactions report is the primary reporting tool to understand financial details of a paid transaction including payment method (card, check, cash), payment date, gross and net values, covered fees, and other transaction data. The report can be exported for a single campaign or multiple campaigns.
The Paid Transactions report is helpful to:
See all paid contributions made to your campaign, regardless of payment method (card, cash, check)
Map financial details from the Paid Transactions report, like gross and net values, to specific details collected during the transaction, like custom questions asked to a donor (on the Donations report)
See financial details of all paid transactions, like gross and net values, and monitor how many supporters are covering fees and the associated amounts
Reconcile transactions with your payment processor
What's Included in the Paid Transactions Report
Includes: | Excludes: |
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*See Understanding the Impact of Cancellations for more details.
Report Breakdown
Field Name | Field Description |
Campaign or Program ID | The unique ID for the campaign or program that the transaction is associated with.
Campaign ID Format: camp-[unique number]
Program ID Format: prgm-[unique number]
This field will use the Program ID format when the donation is made directly to the program and not to an individual campaign. |
Campaign or Program Name | The name of the campaign or program that the transaction is associated with.
This field will use the Program ID format when the donation is made directly to the program and not to an individual campaign. |
Pledge It Transaction ID | The unique ID that is assigned by Pledge It for the transaction. All transactions will be assigned a Pledge It Transaction ID. |
Processor Transaction ID | The unique ID provided by the payment processor.
This ID is only applicable to card payments, and will be blank if the payment method is cash, check, or other. |
Type | The transaction type identifies the checkout method used to complete the transaction, and will be one of the following types:
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First Name | The first name of the buyer. |
Last Name | The last name of the buyer.
This field may be blank if a last name was not provided when adding a manual donation entry using Offline Donation. |
The email of the buyer.
This field may be blank if:
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Status | The payment status of the transaction. For this report, all transactions will have a paid status. |
Payment Method | The payment method used by the buyer, and will be one of the following methods:
This field will be blank for transactions with a $0 total. |
Card Brand | The brand of card used for the transaction. Example: Visa
This field is only applicable to card payments, and will be blank if the payment method is cash, check, or other. |
Last Four | The last four digits of the card used for the transaction.
This field is only applicable to card payments, and will be blank if the payment method is cash, check, or other. |
Other Payment Info | Information entered in the Other Payment Info field from the admin dashboard when a cash or check payment is used.
This field is only applicable to cash, check, or other payments, and will be blank if the payment method is a card or the field was not populated. |
Gross | If donor cover fee is enabled: The total amount of the transaction paid by the supporter, including any transaction fees covered by the supporter.
If tipping is enabled: The total amount of the transaction paid by the supporter minus any tip made to Pledge It. |
Net | The total amount of the transaction paid by the supporter minus processing and platform fees. This is the amount your organization will receive for this transaction. |
Fees Covered | This field answers the question, "Did the supporter cover fees for this transaction?"
The field value will be one of the following options:
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Fees Covered Amount | The total amount of the fees covered by the buyer. |
Donations | The sum of donations in the transaction.
This field will always have a value, and will appear as 0.00 when there are no donations in the transaction. |
Tickets | The sum of tickets in the transaction.
This field will always have a value, and will appear as 0.00 when the ticket or registration cost is free or there are no tickets in the transaction. |
Auction Items | Either the cost of a Live Auction or Silent Auction winning bid in the transaction.
This field will always have a value, and will appear as 0.00 when there is no winning auction bid in the transaction. |
Shop Products | The sum of shop products in the transaction.
This field will always have a value, and will appear as 0.00 when there are no shop products in the transaction or if the shop product was canceled (see Understanding the Impact of Cancellations for more details). |
Raffles | The sum of raffle entries in the transaction.
This field will always have a value, and will appear as 0.00 when there are no raffle entries in the transaction. |
Sponsorship | The cost of a sponsorship package in the transaction.
This field will always have a value, and will appear as 0.00 when the sponsorship package is $0 or when there is no sponsorship package in the transaction. |
Misc Items | The sum of miscellaneous items in the transaction.
This field will always have a value, and will appear as 0.00 when there are no miscellaneous items in the transaction. |
Date Added | The date the transaction was initiated. |
Payment Date | The date payment was submitted for the transaction. |
Phone | The phone number collected from the buyer, the individual who completed the transaction, during the checkout process.* |
Address 1 | The address collected from the buyer (the individual who completed the transaction) during the checkout process.* |
Address 2 | The address collected from the buyer (the individual who completed the transaction) during the checkout process.* |
City | The address collected from the buyer (the individual who completed the transaction) during the checkout process.* |
State | The address collected from the buyer (the individual who completed the transaction) during the checkout process.* |
Country | The address collected from the buyer (the individual who completed the transaction) during the checkout process.* |
Postal Code | The address collected from the buyer (the individual who completed the transaction) during the checkout process.* |
*Contact information fields, including phone and mailing address:
May be blank if:
The field(s) was set to optional or disabled for the specific checkout experience at the time the transaction was completed. Learn more about each checkout experience here.
The field(s) was not provided when completing an order using the admin terminal.
Will be blank:
For donations manually added using Offline Donation.
Understanding the Impact of Cancellations
There may be times when you need to cancel an item for a supporter, and the following outlines the impact of this action to the Paid Transactions report.
If the paid transaction type is an order, the transaction will always appear on the Paid Transactions report, regardless if some or all items from the order have been canceled.
If a Donation or Shop Product is canceled from the order, the gross and net values will reflect the original transaction, and the category-specific column will deduct the value of the canceled item.
If the transaction, regardless of type, includes a ticket that is later canceled or the fundraiser permanently deleted, all values will reflect the original transaction values.
If the transaction type is a donation, and the donation is canceled, the transaction will no longer appear on the report.
Frequently Asked Questions
Why does the Paid Transactions report not match the raised value on my admin dashboard?
The raised value on the admin dashboard includes transactions that are paid, open, and failed. The Paid Transactions report focuses solely on paid transactions. Below are definitions of each status.
Paid Transaction | Paid transactions are contributions to your campaign where the payment method was successful. |
Open Transaction | Open transactions are contributions to your campaign that are unpaid. Examples of when this can happen include an open pledge that will be charged once activity is finalized, an open tab, or an unpaid sponsor. |
Failed Transaction | Failed transactions are contributions to your campaign where the payment method used is a card and the payment was not processed successfully. Examples of when this can happen include payment for an open tab, a recurring donation, or a pledge. |
Why are the contact information fields (phone, address 1, address 2, etc.) blank for a transaction in the Paid Transaction report?
Common reasons for blank fields in the Paid Transaction report include:
The setting was set to disabled for the specific checkout experience at the time the transaction was completed so the field was not shown to the individual.
The setting was set to optional for the specific checkout experience at the time the transaction was completed, and the individual did not provide a response.
The transaction was completed using the dedicated raffle checkout experience, and phone and mailing address is not collected.
The transaction was completed using the admin terminal and fields were not populated during checkout.
The transaction was for a donation that was manually added using the Offline Donation function.