Report Builder - Transactions

A Transactions type custom report will output a list of transactions, each on their own row. The transactions report also include subcategories of Advocacy, Fundraising, and Engagement pages.

Filters

After selecting the subcategory, you will have to option to apply various filters to your report. The filters are dependent on the subcategory.

Advocacy Transactions

Field	Description
Page Type	Targets, Petitions
Pages	Select from ETT and petition pages in your Engaging Networks account
Tracking parameter	Filter by tracking parameters on ETT and petition pages
Appeal code	Filter by Appeal Code value

Fundraising transactions

Field	Description
Page Type	All Fundraising (which includes Donation Pages, Premium, Symbolic Giving, and Peer to peer), Events
Pages	Select from fundraising pages in your Engaging Networks account
Payment status	Success, Reject, Pending
Type	Any, Single, Recurring
Amount	Any, Greater than, less than, between, equals
Currency	Select from currencies configured in your account
Tracking parameter	Filter by tracking parameters on fundraising pages
Appeal code	Filter by Appeal Code value

Segment

Any report can be filtered to only include supporters within a particular segment. After selecting the pages, there will be an option to include either all supporter or filter based on a segment. If the option to filter with segments is selected, you will be given the option to select from either a predefined segment or a custom existing segment. Once the report is run, any segments applied to it will be auto-refreshed to make sure you are getting the most recent data. What this will do is show the report based on the specific supporters who are part of the selected segment.

Advocacy Fields

The fields shown differ based on the types of pages selected for the report

Constituent

The constituent fields include all supporter fields configured in your Engaging Networks account. All have a tag of Constituent. Examples could include:

First Name
Last Name
Email
Phone Number
Address 1
City

Advocacy

Field Name	Tag	Definition
Page Name	Advocacy	The name or title of the page where the transaction occurred.
Page ID	Advocacy	A unique identifier for the page, can be found in the page URL.
Page Status	Advocacy	The current state of the page (e.g., New, Live, etc ).
Page Type	Advocacy	The function or category of the page (e.g., Donation, Petition, Registration).
Transaction Date	Advocacy	The date when the transaction occurred
Transaction Time	Advocacy	The time the transaction occurred
Transaction Status	Advocacy	The result/status of the transaction (e.g., Success, Reject, Pending).
EN Transaction ID	Advocacy	A unique ID generated by Engaging Networks for the transaction.
User Agent Details	Advocacy	Information about the user's browser and device (e.g., browser, OS, version).
Tracking Value	Advocacy	Custom/system-generated value for source or campaign tracking (e.g., UTM tag).
Appeal Code	Advocacy	Code linking the transaction to a specific appeal or campaign.
Additional comments	Advocacy	Additional optional transaction field with data about the transaction
External Reference 1-10	Advocacy	Custom fields for linking to external systems. 1- 5 are UTM parameters.

Question

Similar to supporter fields, this area will include any questions configured in your Engaging Networks account. All will be tagged as Question. Examples can include:
Opt-in
Events Opt-in
Questions #1
Question #2

Opt-in/Double Opt-in

Similar to question fields, this area will include any opt-ins/double opt-ins configured in your Engaging Networks account. Examples can include:
Opt-in
Events Opt-in

Fundraising Fields

The fields shown differ based on the types of pages selected for the report

Constituent

The constituent fields include all supporter fields configured in your Engaging Networks account. All have a tag of Constituent. Examples could include:

First Name
Last Name
Email
Phone Number
Address 1
City

Fundraising

Field Name	Tag	Definition
Account ID	Fundraising	Unique identifier for the organization’s account in the system.
Page ID	Fundraising	Unique identifier of the page where the transaction occurred.
Page Type	Fundraising	Type of the page (e.g., Donation, Event, Petition).
Page Name	Fundraising	Name or title of the page.
Transaction Date	Fundraising	Date when the transaction took place.
Transaction Time	Fundraising	Time when the transaction was processed.
Transaction Status	Fundraising	Current status (e.g., Completed, Failed, Refunded).
Log ID	Fundraising	System-generated log ID for internal tracking.
Transaction Error	Fundraising	Describes any error that occurred during processing.
Amount	Fundraising	Transaction amount in the selected currency.
Currency	Fundraising	Currency used (e.g., USD, EUR).
Payment Method	Fundraising	Payment method used (e.g., Credit Card, ACH, PayPal).
In Memoriam	Fundraising	Notes if the donation is in memory/honor of someone.
Type (Single/Recurring)	Fundraising	Indicates whether the transaction is a one-time or recurring gift.
Transaction Refunded	Fundraising	Indicates whether the transaction was refunded.
Transaction Type	Fundraising	Method of payment (e.g., ACH, credit card, PayPal).
Is Recurring?	Fundraising	Boolean flag indicating if it's a recurring transaction.
Fees Covered	Fundraising	Indicates if the donor opted to cover processing fees.
Parent Transaction ID	Fundraising	Links sub-transactions to the original transaction.
Recurring Details	Fundraising
Recurring Date	Fundraising	The date of the recurring transaction installment.
Recurring Frequency	Fundraising	Frequency of recurring donation (e.g., Monthly, Quarterly).
Recurring Status	Fundraising	Status of the recurring series (e.g., Active, Cancelled).
Recurring Start Date	Fundraising	Start date of a recurring series.
Recurring End Date	Fundraising	End date of a recurring series.
Tracking & Campaign Data
Tracking Value	Fundraising	Identifier used to track the source or campaign of the transaction.
Appeal Code	Fundraising	Code linking the transaction to a specific appeal.
Referrer ID	Fundraising	ID of the source that referred the user.
User Agent	Fundraising	Technical details about the browser/device.
User Agent Details	Fundraising	Full string identifying the browser and device.
Referral URL	Fundraising	The URL that directed the user to the page.
External Reference 1–10	Fundraising	Custom fields for linking to external systems. 1- 5 are UTM parameters.
Event & Ticketing
Additional Donations	Fundraising	Additional donations made alongside ticket purchases.
Inform Fields
Inform Name	Fundraising	Name of the person to be notified of the tribute.
Inform Email Address	Fundraising	Email of the person to be informed of the tribute.
Tax Deduction Status	Fundraising	Indicates if the donation is tax deductible.
Inform Address 1	Fundraising	Primary address line of the honoree/informee.
Inform Address 2	Fundraising	Secondary address line.
Inform City	Fundraising	City of the informee.
Inform Region	Fundraising	State/Province/Region.
Inform Postcode	Fundraising	Postal code.
Inform Country	Fundraising	Country of the informee.
Honoree Name	Fundraising	Name of the person being honored/memorialized.
Payment Info
Gateway	Fundraising	Name of the payment gateway used.
Card Expiry	Fundraising	Expiration date of the card used (MM/YY).
Amount by Currency
Amount USD / GBP / EUR / CDN / AUS	Fundraising	Donation amount in respective currencies.
Product & Shipping
Product Reference Name	Fundraising	Name of the product purchased/donated for.
Product SKU	Fundraising	Stock Keeping Unit identifier.
Shipping Title	Fundraising	Title of the shipping recipient.
Shipping First Name	Fundraising	First name of the shipping recipient.
Shipping Last Name	Fundraising	Last name of the shipping recipient.
Shipping Email Address	Fundraising	Email of the shipping recipient.
Shipping Address 1	Fundraising	Primary address line for shipping.
Shipping Address 2	Fundraising	Secondary address line.
Shipping City	Fundraising	Shipping city.
Shipping Region	Fundraising	Shipping state/province/region.
Shipping Postcode	Fundraising	Postal code for shipping.
Shipping Country	Fundraising	Country for shipping.
Shipping Phone Number	Fundraising	Phone number for the shipping recipient.
Shipping Notes	Fundraising	Any notes or special instructions for delivery.
Product Cost	Fundraising	The base cost of the product.
Delivery Type	Fundraising	Specifies how the item is delivered (e.g., eCard, postcard, physical).
Other / Miscellaneous
Other 1–4	Fundraising	Custom fields for additional, undefined values.
Additional Comments	Fundraising	Notes or comments left by the donor.

Question/ Opt In

Similar to supporter fields, this area will include any questions or opt ins configured in your Engaging Networks account. All will be tagged as Question. Examples can include:
Opt-in
Events Opt-in
Questions #1
Question #2

Engagement Fields

The fields shown differ based on the types of pages selected for the report

Constituent

The constituent fields include all supporter fields configured in your Engaging Networks account. All have a tag of Constituent. Examples could include:

First Name
Last Name
Email
Phone Number
Address 1
City

Engagement

Field Name	Tag	Definition
Page Name	Engagement	The name or title of the page used for the transaction or form submission.
Page ID	Engagement	A unique system-generated identifier for the page.
Page Status	Engagement	Indicates the current status of the page (e.g., Active, Inactive, Archived).
Attribute	Engagement	Custom metadata or tags assigned to a page or transaction for categorization.
Create Date	Engagement	The date the page or record was created in the system.
Create Time	Engagement	The time the page or record was created.
User Agent Details	Engagement	Information about the user's browser and device (e.g., OS, browser version).
Tracking Value	Engagement	Identifier used for tracking marketing campaigns or sources.
Appeal Code	Engagement	Code used to associate the transaction with a specific fundraising appeal.
External Reference 1 -10	Engagement	Custom external reference field for integrating with other systems. 1-5 are UTMs parameters.

Question

Similar to supporter fields, this area will include any questions configured in your Engaging Networks account. All will be tagged as Question. Examples can include:
Opt-in
Events Opt-in
Questions #1
Question #2

Opt-in/Double Opt-in

Similar to question fields, this area will include any opt-ins/double opt-ins configured in your Engaging Networks account. Examples can include:
Opt-in
Events Opt-in

Adding and reordering fields to the report

Simply select fields to include them in your custom report. Once fields have been added, the can be reordered in the right hand column by clicking, dragging, and dropping them into place. Fields can also be removed from the report by selecting the icon.

Finalize

You will need to complete a few more fields to finalize and generate your report. You will receive an email notification once the report is ready to download from Engaging Networks. From the main dashboard it can be downloaded using the icon. As the report processes, you will see a icon.

Field	Definition
Report Name	User defined name for the report.
Order Fields by	Choose the field by which to order the fields.
Group Fields by	Choose the field to group data by. The resulting data will be grouped by this field, and a new row will show below each group that will contain the sum of any field that can summed up.
Send to	Email address of the report recipient. To add more email addresses, go to Hello > Account Settings > Account Emails and define the email address as a Report recipient type.
Frequency	Once, Weekly, or Monthly
Once
Start Date	The report will include transactions added on or after this date.
End Date	The report will include transactions added on or before this date.
Weekly and Monthly
Frequency Day	Selecting Weekly or Monthly runs the report on the specified Frequency Day, generating either the previous week's data or the previous calendar month's data, respectively