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 the Reports section and click on the  Transactions  tab. Type the name or email address of the supporter in the Search bar to find the transaction, then click Search . Scroll down to the list of transaction results bel...
Re-send a Receipt
Go to Reports > Transaction & Activity .  In the Search Transaction & Activity Records section, select “Full Name,” “First Name,” “Last Name,” or “Email” from the dropdown menu....
Send a Messages to a Supporter
You can quickly send a message to a supporter via the Flipcause Dashboard. Please note that message or email activity is not currently logged in Flipcause. Go to the Reports section and click on the  Transactions  tab. Type the name...
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.  Go to the Reports section and click on the  Transac...
Create a Guest List for Your Event
Go to Reports > Transaction & Activity Reporting . 1. Choose the date range during which event attendees registered for your event or program. 2. When choosing the report type, make sure to choose "Registrations" 3. Choose th...
Pull Reports for Registration
Q: How do I pull a report that lists custom question answers and individual participants for registrations? A: To see all details, you will need to pull a report that is specific to the activity type (in this case, Registrations). Pulling an ...
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). You'll notice that this creates an additional activity type in your re...
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
Go to Reports  >  Transaction & Activity Reporting . 1. Choose the date range during which volunteers signed up for your event or program. 2. When choosing the report type, make sure to choose "Volunteers" 3...
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
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...