Reports

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Reports Page Overview
A real-time snapshot of revenue, items, users, payments, and more. Filter reports by pre-event, during, post, all, or custom date ranges. Search, sort, and export all available report details. Watch a video Reports review Most of the avail...
All Batch Activity
Provides an overview of all credit card transactions, as a complete list of all credit card payments that are deposited into your bank account attached to the Merchant Account . Note: Credit card transactions are deposited automatically in a da...
Batch Report
Overview of all credit card transactions grouped as a batch, and deposited in your bank account attached to the Merchant Account . View the date payments are deposited, gross raised, adjustment and fees deducted, reversals, and the amount funded af...
Bid History
Track all silent item bids placed from the time the items are available for bidding until closed. Locate From the Admin Navigation, select Reports > Overview .  Select Bid History .  Summary report Breakdown of each place...
Exports Reports
Various reports are available to export details of purchasers, Item, and payment activity on their account. See who has paid and who remains unpaid. Access Export Reports From the Admin Navigation , select Reports > Overview .  Scrol...
Export from GiveSmart Events to Donor CRM
Copy your reporting data from GiveSmart Events to GiveSmart Donor CRM with a few simple clicks. Settle Remaining Balances The first step is to ensure there are no outstanding balances for your event.  View the Outstanding Balances report by...
Items Reports
Item reports are available to track and manage fundraising activity related to the offered items. Watch a video Locate From the Admin Navigation,  select Reports > Overview. Inventory Track the sold and paid status for all...
Multiple Fundraising Products CardConnect Batch and Fees
This article is intended for organizations who own 2 or more GiveSmart Fundraising Products, including any combination of GiveSmart Events, Fundraise or Donor CRM.   NOTE : If you are a customer who uses GiveSmart Events Only, please refer t...
Outstanding Balances Report
Track outstanding revenue to secure payments and collect 100% of the fundraising dollars. Watch a video Locate From the Admin Navigation, select Reports >  Balances. Outstanding Balance Pending Users winning an open silen...
Payments Received Report
Overview of all payments received. Review the number of individuals and overall amounts. Note: Payments received outside GiveSmart are not reflected in the report. Watch a video Locate From the Admin Navigation,  select   R...
Presentation Viewers Report
Review the total number of Viewers, Registered Users and Guests who visit a Presentation Page.   Visitors to a presentation page who are not logged in, will be prompted to log in or continue viewing as a guest.   Once a viewer is logg...
Purchaser Detail Report
Includes date and time of purchase, purchaser, bid number, item number, item type, item name, the purchase amount, FMV, and purchaser's contact information. Payment details are also included, providing the payment amount and method. Excludes pen...
Raffle Entries
Track all raffle entry purchases, from the time available until closed. Visit Raffle to learn more about running a raffle through a campaign. Watch a video Locate From the Admin Navigation,  select Reports > Overview. Sele...
Registered Users Report
See all campaign users. View their names, contact information, the revenue they generated, and the number of placed bids. Get insight on which users were checked in through GiveSmart, the time it occurred, and who checked them in. Watch a video ...
Revenue Report
Review all campaign revenue or revenue by sources of Silent, Live Donate, Instant, Vote , or Raffles sales. Review item question answers in the  Details report. Track and review the best revenue sources. Watch a video Locate Fro...
Review Multiple Campaigns Batch Reporting
When multiple campaigns are generating revenue simultaneously the batching information sent from CardConnect does not break apart the revenue across the campaigns for the org. It reflects the revenue as a 'lump sum' on the date the revenue w...
Ticketing Reports
There are several great reports to assist in reviewing ticketing revenue, ticket orders, attendee details, and answers to ticket questions. Watch a video Ticket revenue Allows the Admin to review the number of tickets sold, how many total ...
Top Donors Report
Track the top donors by the number of placed bids or revenue generated. Review the biggest supporters and make sure to include them in future fundraising! Locate From the  Admin Navigation,  select Reports >  Top Donors. T...
Top Items Report
Track items based on the number of bids, how many different bidders were engaged per item, the final price sold, and the percentage of FMV. Review items that were successful and well-received by your supporters. Benefit future solicitations by secur...
Vote History
Track all votes placed, from the time available until closed, by the number of votes or generated revenue. Watch a video Locate From the Admin Navigation,  select  Reports > Overview. Select  Vote History.  ...
Reporting FAQs
Where and when can I see campaign reporting details? View reporting details both from the payment and revenue containers in the dashboard and the 'Reports' tab. How do I export report details? Select to Copy, CSV, Excel, PDF, or Print an...