Reports

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 Reports Overview
Your reports tab allows you to view stats and transaction details and export reports from all of your campaigns.  Watch the video below for a quick overview! ...
Contact Database vs. Transactional Database
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Types of Flipcause Reports
Flipcause Reports are split into the following categories.  Read below to learn about when you'll want to generate reports in each category. Merchant Account Reports (previously "Funds" Reports) Full Transaction Report ...
Transactions vs. Activities
In running reports, it is helpful to understand the underlying structure of how information is stored in your Flipcause Database.  Just like your Flipcause Campaigns serve as containers in which your supporters can take various actions, your ...
Advanced Filtering for Reports
Advanced Filtering allows you to generate reports that contain only the specific information you need.  In addition to choosing your Report Type , you can now Filter Records based on the information they contain. Depending on the Report T...
How to Filter Reports
After choosing the Report Type you want to generate, you can apply Filters to modify the records that appear in your Report.  From the Filter dropdown list, choose the field you want to use to filter your report. Note: the Filters av...
Print Individual Transaction Details
Go to the Reports  section and click Transaction & Activity.  Use the filters to search for the individual transaction then click Generate Report.   Scroll down to the list of transaction results below the graph. Click on...
Download Custom Reports
Records and Reports in your Flipcause database contain lots of information. Since you won't always need all of this data, you can download a Custom Report that includes only relevant information. To download a Custom Report: After generatin...
Create Custom Export Profiles
Export Profiles make it easy for you to pre-select the specific information you want displayed in your reports. After you generate a report and click the Custom Report   button, you're given the option to Choose an Export Profile . Cre...
Download Transaction Receipts
Go to Reports then use the search bar to search by name, email or ID Find your transaction in the Transactions section of the report  Click on Details to the right of the transaction Select Download Receipt at the top of the V...
Re-send a Receipt
Go to Reports then use the search bar to search by name, email or ID Find your transaction in the Transactions section of the report  Click on Details to the right of the transaction Click Resend Confirmation at the top of ...
Send a Messages to a Supporter
You can quickly send a message to a supporter via the Flipcause Dashboard. There are 2 ways to send a message to your supporters depending on if you are using our CRM or not.  Send a Message to a supporter without CRM:  Go to Reports...
Add a Note to a Transaction
You can add notes to transactions on Flipcause, and these notes will be saved and viewable both from the transaction details in your Dashboard, as well as exportable into reports.  How to Add a Note to a Transaction: Go to Reports then u...
Create a Guest List for Your Event
First you will need to filter your report to get the information you want:  Go to the campaign editor for the event campaign you would like to pull a guest list for, then click  Campaign Reporting > Transaction and Activity Rep...
Export a List of Emails for Your Mailing List
Your supporters have the option to sign up for your mailing list on every single transaction or signup they do on your Flipcause account (and the opt-in box is pre-checked). Using contact reporting, you can pull a report specifically of everyone wh...
Transaction Report Template: "Amount raised on Flipcause for Campaign X"
There is now an at-a-glance statistic on the Full Transaction Report graph for "Net Received on Flipcause".  Once you filter the report by campaign and click "Generate Report", this number will tell you how much you received...
Reporting Fields Update: November 2017
Please see the list below for changes and updates to your Flipcause Transaction and Activity Reports. Thank you! TITLE CHANGES TO EXISTING FIELDS: Below are changes to Transaction Report and Activity Reports (Donations/Payments, Registrations, Vol...
Create a Volunteer List for Your Event
First you will need to filter your report to get the information you want:  Go to the campaign editor for the event campaign you would like to pull a guest list for, then click  Campaign Reporting > Transaction and Activity Rep...
Exporting Flipcause Transactions for QuickBooks
Here's how to get your Flipcause Merchant Account transactions out of Flipcause: Step 1:  Go to Statements (under Merchant Account in the left-hand sidebar). Step 2:  Select the year and month for which you'd like your accou...
Major Donor Report
A major donor report is a report of all of your donors who have donated above a certain amount (you get to determine what amount makes someone a major donor for your organization).  For this example, let's say that we've decided that an...
LYBUNT, SYBUNT, and Lapsed Donor Reports
Lapsed donors are those who have donated to your organization in the past, but haven't donated this year.  Two common lapsed donor reports are LYBUNT (donated Last Year But Unfortunately Not This year) and SYBUNT (donated Some Year But Unf...
Custom Field Reporting Updated
To view responses to a custom field on a campaign, you'll need to generate a custom report.  Before you get started, you'll need to know how the custom field(s) you're reporting on are configured within your campaign: With the l...
Campaign-Specific Reporting
You can access reports for a particular campaign directly from the Campaign Editor in your Flipcause Dashboard, by going to Campaigns > pick your campaign by browsing or searching and click Edit This Campaign > Campaign Reporting. Fr...