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How to View and Export Donation Data?

Want to see who donated and how much? You can view a summary directly on the website or download a full report to Excel


How can I access information about donations and donors for the charity?
On the JGive website, you have two primary methods for accessing this data:

Donations Page:

The detailed donations table — filter, choose columns, download a full Excel report and receipt copies.

The "Data Summary" dashboard: a graphic overview of your whole fundraising — summary cards, charts and filters (details below).


Viewing the Donations page

1. Access the charity area by navigating to "My Account" and selecting your charity's name.

2. Click on the "Donations" page located on the right side of the screen.

On the donations page, you can explore general data about donations and donors to the charity, including information such as the donation date, donor name, donation amount, and more.

If needed, you have the option to edit the target, endowment, or share details of the donations. Additionally, you can access further data related to your monthly donations by visiting the 'Recurring Donations' tab at the top of the page.

Furthermore, you can download copies of receipts by clicking on the right-side arrow button next to each donation and selecting the "Receipt File" button. The arrow button also provides access to the donor's email address, payment method details, and if its monthly donations, you can see specific information about the monthly donations.

*Important Note: Do not utilize the email address of donors without their explicit consent. You can check whether donors have agreed to be contacted by referring to the "Donor Share Info" column in the donation table.


Donations Table
1. Access the charity area by navigating to "My Account" and selecting your charity's name.


2. In the "Analytics" section, you can explore the overall segmentation of donations received for the charity or within a specific campaign defined by the charity:

3. Please be aware that you have the option to download a comprehensive Excel table containing detailed information about the campaign you wish to review. You can refine the data by searching for the campaign name, currency, payment method, and specific dates.

*Alternatively, you can access campaign details through the "Campaigns" button, followed by the "Analytics" button. This allows you to customize the details according to your preferences.*

To download the table, click on the arrow button

located on the right side of the screen above the table:

Wait for the file to download (when it comes to large files, this process may take a few minutes)

4. Once the loading process is complete, the file will be automatically downloaded to your computer. You can then use it at your convenience.

We suggest using Google Sheets to read the file (click here for a sheet import guide), although any other software you have, such as Microsoft Excel or Open Office Calc, will work as well.

Within the file, you'll find a table presenting comprehensive data on donations and donors. While most tables share similarities, they may be arranged slightly differently. Here is some key columns in the most common type of table - NIS donations (PayMe):

Data

Explanation

עמודה

id

Donation ID

A

Transaction Date

Donation Transaction Date

B

Amount

Donation Amount

C

Releasable Amount

Donation Amount Minus Fees

D

Currency

Donation Currency (USD, ILS, CAD, GBP)

E

Target Name

Campaign Name

F

Target ID

Campaign ID

G

Main Event ID

Main Campaign ID (Relevant for Ambassador Campaign)

H

Team ID

Ambassador Team ID (Relevant for Ambassador Campaign)

I

Donor First Name

Donor First Name

J

Donor Last Name

Donor Last Name

K

Invoice Recipient Name

Name on the Receipt

L

Donor Email

Donor Email

M

Donor Phone Number

Donor Phone Number

N

Donor Israeli ID

Donor Israeli ID

O

Recurring

Recurring (Yes/No)

P

Recurring Months

Recurring Months

Q

Recurring Ends At

Recurring End Date

R

Payment Provider

Funds Processed Through (JGive, Stripe, PayMe, Meshulam)

S

Payment Method

Payment Method (CreditCard, DAF, Wire, JCF, BIT, Check, Wallet)

T

Payment Redirected

Donations Redirected by JGive Fund (Consolidated on 20th of the month)

U

Card Last 4

Last 4 Digits of Credit Card

V

Card Brand

Credit Card Company

W

Processing Fee

Processing Fee

X

Market Fee

Platform Fee

Y

Transaction Fee

Fixed Fee of 30 Agorot

Z

Release Status

Funds Transfer Status to the Organization's Bank Account

AA

Released At

Funds Transfer Date

AB

Comment

Donor Dedication/Comment on the Donation

AC

Foreign Card

Is it a Foreign Credit Card? (Yes/No)

AD

Share Donor Details

Did the Donor Choose to Share Their Details with the Organization? (Yes/No)

AE

Receive Updates

Does the Donor Want to Receive Updates from the Organization? (Yes/No)

AF

Share Donor Name

Did the Donor Choose to Share Their Name on the Site? (Yes/No)

AG

Share Donation Amount

Did the Donor Choose to Share the Donation Amount on the Site? (Yes/No)

AH

Invoice Number

Receipt Number

AJ

Invoice Copy URL

URL to Receipt Copy

AI

Transaction Voucher

Transaction Code from the Credit Card Company

AK

Is Negative

Is it a Refund? (Yes/No)

AL

Chargeback

Is it a Chargeback not Done by JGive (By the Customer/Credit Card Company)?

AM

Refunded At

Donation Refund Date

AN

Withdrawal Code

Withdrawal Code - a Unique Code Transferred to the Organization when it Receives Funds from the Credit Card Company

AO

Withdrawal Date

Date of Funds Transfer by the Clearing Company

AP

Provider Payment ID

Payment Provider ID

AQ

Question 1

Question 1 (In the Donation Process)

AR

Answer 1

Answer to Question 1

AS

Question 2

Question 2 (In the Donation Process)

AT

Answer 2

Answer to Question 2

AU

Question 3

Question 3 (In the Donation Process)

AV

Answer 3

Answer to Question 3

AW

Question 4

Question 4 (In the Donation Process)

AX

Answer 4

Answer to Question 4

AY

Question 5

Question 5 (In the Donation Process)

AZ

Answer 5

Answer to Question 5

BA

Question 6

Question 6 (In the Donation Process)

BB

Answer 6

Answer to Question 6

BC

Purpose ID

Purpose ID Chosen in the Donation Process (If Any)

BD

Purpose Title

Purpose Title Chosen in the Donation Process (If Any)

BE

UTM Params

UTM Parameters (If Any)

BF

Is Embedded

Is the Campaign Embedded? (Yes/No)

BG

Donor Covered Fees

Did the Donor Cover the Fees Instead of the Organization? (Yes/No)

BH

Match Request ID

Match Request ID by Employer/External Entity to the Organization

BI

Match Request Status

Donation Matching Status (Pending, Matched, Failed, Cancelled)

BJ

Sent By Check

Was the Donation Sent by Check? (Yes/No)

BK

Kindly note that the file includes additional columns, and the order of these columns may change periodically.


Choosing columns in the donations table

You decide which columns the table shows:

  1. Click "Columns" above the table.

  2. Tick the columns you want — for example payment method, donor phone number, matching amount and receipt. You can also search for a column.

  3. "Show/Hide all" toggles everything at once, and "Reset" restores the default.

The base columns (donor name, amount and charge date) are always shown.


The "Data Summary" dashboard — your overview

In short: the "Data Summary" page shows your whole fundraising picture at a glance — no export needed.

  1. Log in to the charity area and click "Data Summary" in the side menu.

  2. At the top you will see summary cards: total raised, average donation, median donation, highest donation, number of donations, unique donors and campaigns.

  3. Scroll down for charts: breakdown by currency, campaign type and payment method — plus donations over time.

Filtering the data:

  • Period — defaults to the last week. Multi-year ranges switch the time chart to a yearly view automatically.

  • Payment method — including cash.

  • Donation type — regular or offline.

  • Recurring — all / recurring only / exclude recurring.

  • Exclude matching — show the numbers without matching donations.

  • Add filters — filter by campaigns and more. Type a campaign name — the closest matches appear first.

In multi-select filters, tick the options and click "Apply" — the data refreshes in one go.

💡 You can also click a chart segment (e.g. a currency or payment-method slice) — it is applied as a filter to the whole page.

💡 The page also shows your recurring donations potential — the projected future income from your active recurring donations.

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