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, Volunteers, Online Store Orders, Sponsorships, and Mailing List Reports).

  • “Mobile?” is now titled “Phone Type”
  • “Referral ID” is now titled “Associated Peer ID”
  • “Referral Name” is now titled “Associated Peer Name”
  • “Recurring Donor ID” is now titled “Subscriber ID” and can be found on the Donation/Payment Report
  • “Birth Date” is now “Waiver Birthdate”
  • “Donation Amount” is now “Donation/Payment Order”
  • “Donation Fair Market Value” is now “Donation/Payment Order Fair Market Value”
  • “Donation Tax Deductible Amount” is now “Donation/Payment Order Tax Deductible Amount”
  • On Registration and Volunteer Reports, “Check In Date” and “Check In Time” have been merged to a single “Check In Date/Time”

NEW FIELDS ADDED:

TRANSACTION REPORT

Personal Details 

  • Individual or Business?
  • Title
  • Middle Name
  • Suffix
  • Profile Image
  • Business/Organization Name
  • Address 2
  • Marital Status
  • Gender
  • Birthdate

Employer Details 

  • Employer
  • Occupation
  • Employer Address

Websites and Social Media 

  • Facebook Profile
  • Twitter Profile
  • LinkedIn Profile
  • Google Plus Profile
  • Instagram Profile
  • Websites

Education 

  • High School Attended
  • High School Completed Date
  • Undergraduate School Attended
  • Undergraduate School Completion Date
  • Graduate School Attended
  • Graduate School Completion Date
  • Post Graduate School Attended
  • Post Graduate School Completion Date

Charge Details 

  • Transaction Tax Amount Total
  • Transaction Tax Deductible Amount Adjustment

Donation/Payment Details 

  • Donation/Payment Order Discount Code
  • Donation/Payment Order Discount Amount
  • Donation/Payment Order Shipping Cost
  • Donation/Payment Order Tax Amount
  • Donation/Payment Order Amount Paid
  • “Subtotal” Fields for all of the above 

Store Order Details 

  • Item Order Tax Amount
  • Item Order Tax Amount Subtotal

Registration Details 

  • Registration Order Shipping Cost
  • Registration Order Tax Amount
  • Registration Order Shipping Cost Subtotal
  • Registration Order Tax Amount Subtotal

Sponsorship Details

  • Sponsorship Order Tax Amount
  • Sponsorship Order Tax Amount Subtotal

Recurring Donor ID - Now called “Subscriber ID” and MOVED from Transaction report to “Donor Report”


DONATIONS/PAYMENTS REPORT

Activity Details

  • Subscriber ID (formerly “Recurring Donor ID” on Transaction Report)

Donation/Payment Details

  • Shipping Cost
  • Tax Amount

Waiver Details

  • Waiver PDF URL
  • Waiver Birth Date

Shipping Details

  • Shipping Status
  • Shipping Completion Date
  • Estimated Shipping Delivery Date
  • Associated Tracking Numbers

Personal Details  (See “Transaction Report” above)

Employer Details (See “Transaction Report” above)

Websites and Social Media (See “Transaction Report” above)

Education Details (See “Transaction Report” above)

Soft Credit Details (for CRM)

  • Associated Soft Credit IDs
  • Soft Credit Amount
  • Soft Credit Notes
  • Soft Credit Associated Record ID
  • Soft Credit Associated Record Type

REGISTRATION REPORT

Check In Details

  • “Check In Date” and “Check In Time” have been merged to “Check In Date/Time”
  • Check Out Time (new field)

Shipping Details

  • Registration Shipping Status
  • Registration Shipping Completion Date
  • Estimated Shipping Delivery Date
  • Associated Tracking Numbers

Waiver Details

  • Waiver PDF URL
  • Waiver Birth Date

Removed Fields:  All “Registrant” fields on Registration Report are removed EXCEPT

  • Registrant First Name
  • Registrant Last Name
  • Registrant Email
  • NOTES: 
    1. The Registration report should be used for information about each participant. To obtain “registrant” or “buyer” information for a registration purchase, see the Associated Transaction Report.  
    2. If "Collect Individual Participant information"  settings is not turned on, the Participant information fields on Registration report will be ported from "Personal Information" from Transaction Report.

Participant Personal Details  (See “Transaction Report” above)

Participant Employer Details  (See “Transaction Report” above)

Participant Websites and Social Media  (See “Transaction Report” above)

Participant Education Details  (See “Transaction Report” above)

Soft Credit Details (for CRM)

  • Associated Soft Credit IDs
  • Soft Credit Amount
  • Soft Credit Notes
  • Soft Credit Associated Record ID
  • Soft Credit Associated Record Type

VOLUNTEER REPORT

Check In Details

  • “Check In Date” and “Check In Time” have been merged to “Check In Date/Time”
  • Check Out Time (new field)

Waiver Details

  • Waiver PDF URL
  • Waiver Birth Date

Participant Personal Details  (See “Transaction Report” above)

Participant Employer Details (See “Transaction Report” above)

Participant Websites and Social Media  (See “Transaction Report” above)

Participant Education Details  (See “Transaction Report” above)

NOTE for above fields: You now have the option to collect individual participant information in the Volunteer tool, so these fields are participant fields.  If "Collect Individual Participant information" settings is not turned on, the Participant information fields on Registration report will be ported from "Personal Information" from Transaction Report.

Soft Credit Details (for CRM)

  • Associated Soft Credit IDs
  • Soft Credit Amount
  • Soft Credit Notes
  • Soft Credit Associated Record ID
  • Soft Credit Associated Record Type

ONLINE STORE REPORT

Item Order Details

  • Tax Amount

Waiver Details

  • Waiver PDF URL
  • Waiver Birth Date

Participant Personal Details  (See “Transaction Report” above)

Participant Employer Details (See “Transaction Report” above)

Participant Websites and Social Media  (See “Transaction Report” above)

Participant Education Details  (See “Transaction Report” above)

Soft Credit Details (for CRM)

  • Associated Soft Credit IDs
  • Soft Credit Amount
  • Soft Credit Notes
  • Soft Credit Associated Record ID
  • Soft Credit Associated Record Type

SPONSORSHIP REPORT

Activity Details

  • Subscriber ID (formerly “Recurring Donor ID” on Transaction Report)

Sponsorship Details

  • Tax Amount

Waiver Details

  • Waiver PDF URL
  • Waiver Birth Date

Shipping Details

  • Registration Shipping Status
  • Registration Shipping Completion Date
  • Estimated Shipping Delivery Date
  • Associated Tracking Numbers

Personal Details  (See “Transaction Report” above)

Employer Details  (See “Transaction Report” above)

Websites and Social Media  (See “Transaction Report” above)

Education Details  (See “Transaction Report” above)

Soft Credit Details (for CRM)

  • Associated Soft Credit IDs
  • Soft Credit Amount
  • Soft Credit Notes
  • Soft Credit Associated Record ID
  • Soft Credit Associated Record Type

MAILING LIST REPORT

Personal Details  (See “Transaction Report” above)

Employer Details  (See “Transaction Report” above)

Websites and Social Media  (See “Transaction Report” above)

Education Details  (See “Transaction Report” above)