Filtering and Reporting on Your Auction
Updated over a week ago

How can I reconcile my transactions from my bank with the funds I've collected from my auction?

You can find details of your Bonterra Payments payouts in our "Stripe Payout Reports," which can be located in your Fundraising Pages and Auctions platforms.

Bonterra Payments are powered by Stripe. For more information, please click here.

To access these reports in Fundraising Pages, you can click on the "Reports" tab, and select the "Stripe Payout Report" under the "Donation Reports" heading.

To access these reports in Auctions, you can click on "Settings" from the left-hand navigation, then select "Stripe Payout Report" from the available drop-down options.

Additionally, Bonterra Payments users can now easily see the anticipated payout date for each transaction.

In Fundraising Pages, you can find this information by clicking on the "Details" button next to a specific transaction, and locating where it lists the "Expected Payout Date."

In Auctions, you can find this by clicking on the "Actions" button next to the transaction and selecting "Details" from the drop-down menu and scrolling until you see the "Expected Payout Date."

Stripe Payout Reports and Expected Payout Details are also expected to be available in Donor Management in the near future.

How can I run a filter or export a report of my bidder’s information?

You can easily run a filter or export a report of your winning bidder’s information right from the “Bidders” section of your Auction page’s Dashboard.

First, click on the “View All” button in the “Bidders” section.

The page should reload and display a list of all bidders who have participated in this auction.

From this page, you can filter for those bidders who have already paid, still need to pay, or pull a report of all of your winners.

To select all of the bidders on your list (filtered or not!), click on the small square next to the word “Bidder”, located right above the displayed list of bidders.

This should add a blue checkmark next to all of the bidders in the list.

You can then click on the “Export” button, located next to the “Add Bidder” button.

This will then automatically download a .CSV report of your selected bidders to your computer or device.

NOTE: This report can be generated at any point during or after your auction, but we recommend downloading a finalized version of this report once the auction has concluded.

How can I run a filter or export a report of the items from my auction?

Similar to exporting out information on your bidders, you also can easily run a filter or export a report of your auction's items and their winners right from the “Items” section of your Auction page’s Dashboard.

First, click on the “View All” button in the “Items” section.

The page should reload and display a list of all the items that were available during your auction.

From this page, you can filter for items based on what section they were in (if applicable), by item type, by their bid count, or by purchase status – or pull a report of all items and their winners.

To select all of the items on your list (filtered or not!), click on the small square next to the word “Items”, located right above the displayed list of bidders. This should add a blue checkmark next to all of the items in the list.

You can then click on the “Bulk Actions” button, located next to the “Filters” button, and select “Export” from the drop-down.

This will then automatically download a .CSV report of your selected items to your computer or device.

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