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Export data from the Completed Payments report

This article explains how to report on payments.

Written by Cristiana Ghinea

The Complete Payments report includes information relating to any transaction which has been completed by visitors of your website.

This includes donations made through the Appeals module, tickets and extra items bought through the Events module and products bought through the Shop module.


Use the Completed Payments report

  1. Select the Reports module.

  2. Select the Completed Payments report from the Reports drop-down menu.


Filter the Complete Payments report using different sets of criteria

  • Use the Payment Type dropdown menu to select whether you'd like to view only a certain type of transaction.

Select Appeal to view successful donations only, Order to view successful payments made through the shop (this will include purchases of tickets and extra items) or Event to view successful ticket purchases only. You can also select -- Any Payment Types -- to view transactions made through all three of the modules.

  • Use the Payment Gateway dropdown menu to select whether you'd like to view only transactions made through a certain payment provider.

Select Stripe to view single payments only, GoCardless to view direct debit payments only or PayPal to view payments made through PayPal only. You can also select -- Any Payment Gateways -- to view transactions made through all payment providers.
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If no payments have been taken through one of the payment providers, it will not display in this drop-down menu. Once a payment has been made through the payment provider, then this filtering option will display.

  • Select a date range for which you'd like to export your report by selecting a date in the From date and To date fields.

When you're ready to view your click Export CSV File.

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