Is this article for you? It covers services only available to Give Lively member nonprofits.
Is this article for you? It covers Salesforce integration services only available to Give Lively member nonprofits.

Learn how to use the new Line Items (All) report

Learn what donor data is available for member nonprofits taking part in the “Line Items (All)” donor data beta. This includes an explanation of updated column headers and additional new data in the Line Items (All) on-screen report and downloadable CSV, as well corresponding Mapped Fields in Salesforce.

Explore the donor data available for member nonprofits

Before you get started

Video Overview

Walkthrough

Introducing a new report and CSV

In the spring of 2023, we began rolling out a powerful new way for Give Lively member nonprofits to access their donor data: a report called “Line Items (All),” found in the Reports Portal via a “Data Reports” link in a relaunched Nonprofit Admin Portal.

The “Line Items (All)” report comprises two levels of data:

  • an on-screen report with basic information
  • an expanded, restructured, comprehensive CSV file (a plain text “comma-separated values” file) that can be downloaded from the Reports Portal and includes donor data from all Give Lively products – Core Profile, Campaign Pages, Event Ticketing pages, Peer-to-Peer Fundraising and Team Fundraising pages, as well as donations received through Charity Navigator’s Giving Basket. 

At its core, the new “Line Items (All)” report provides the data nonprofits are familiar with. However, the CSV contains lots of new data and has been restructured with new column headers.

IMPORTANT: For information on how to map the data columns from our old CSVs to the new “Line Items (All)” CSV, review this associated article.

Lots of time to adjust

The rollout started with a limited number of nonprofits that volunteered to work with us while the features were still in a closed beta. We have now opened the beta to all. This is in keeping with our approach to any new functionality: We establish best outcomes in collaboration with a few nonprofits before expanding the circle of users to more, and eventually all, of our members.

With our “Line Items (All)” report in place, by February 2024 we intend to bid adieu to the old donor data CSVs downloadable through the Nonprofit Admin Portal.

The long delay between introducing the new data tools and phasing out the old is to allow nonprofits time to become familiar with:

Importantly, it also leaves plenty of opportunity for updates to third-party systems using this data.

Navigating the new environment

Nonprofits now see a “Data Reports” link in the left-hand navigation of the Nonprofit Admin Portal with “Line Items (All)” appearing as a dropdown menu item. Additionally, nonprofits that have received donations through the Giving Basket will see menu items for some combination of three other on-screen reports – “Line Items (Giving Basket)”, “Transfers” and “Checks”.

Downloading CSV data exports

For data downloads during the transitional period, different data will be retrieved depending on where the data is pulled from. Learn more about how to download donor data from Nonprofit Admin Portal.

“Export Donor Data” tool on the Nonprofit Admin Portal main dashboard

Data continues to be available as downloadable CSVs via the "Export Donor Data" feature on the main dashboard and any home dashboard for a campaign. These CSVs carry the usual data in the usual format, i.e. data that does not include the new data points in the new “Line Items (All)” reporting tools. These CSV download features will remain in place until February 2024.

“Export CSV” tool in the Reports Portal

Users now also have access to on-screen reports and an “Export CSV” feature via those reports in the Reports Portal. These CSVs carry the comprehensive data in the expanded, restructured format.

On-screen reports

Two helpful notes:

Line Items (All) on-screen report

To see summary on-screen donor data, log in to the Nonprofit Admin Portal and click on "Data Reports" and then "Line Items (All)” in the left-hand navigation bar. You can also use the search tool at the top of the report to jump to an “Order ID,” “Full Name” or “Email” found in your Stripe data. The data on display is as follows (from left to right):

  • Order Date (timezone) — date and time of the donation: UTC timezone is the default unless an address is specified by the IRS databases we reference; Give Lively member nonprofits may also set a definitive timezone in the basic information section of the Core Profile
  • Full Name — donor’s full name, when not anonymous
  • Email — donor’s email address, when not anonymous 
  • Frequency — frequency of “Gross Amount” payment, either “one-time” or “monthly”
  • Gross Amount — total amount, including the payment processing fee if the donor has chosen to cover it
  • Net Amount — net amount, a calculation of: “Gross Amount” minus “Transaction Fee Amount” (see CSV) minus “Fractional Disbursement Fees” (see CSV) minus “Total Refunded Amount” (see CSV)
  • Page Name — name of the fundraising page as displayed publicly 
  • Page Type — type of fundraising page where the payment was made: “Campaign” (Campaign Page -- see helpful note below about custom questions), “Event” (Event Fundraising page -- see helpful note below), “Fundraiser” (Peer-to-Peer Fundraising page), “Team” (Team Fundraising page) or “Nonprofit” (Core Profile)
  • Order ID — unique alphanumeric identifier for the checkout order. For Giving Basket donations, Order ID may contain multiple recurring donations.

Giving Basket on-screen reports

Nonprofits that have received donations through Charity Navigator's Giving Basket, powered by Give Lively, will also see menu items for three other on-screen reports:

  • Line Items (Giving Basket)
  • Transfers
  • Checks

Learn about these three reports.

The “Line Items (All)” on-screen report (as well as the Giving Basket reports) found in the Reports Portal via “Data Reports”. The "Line Items (All)" CSV can be downloaded via the "Export CSV" button.

Downloadable Line Items (All) CSV report

To download a comprehensive CSV file of donor data, log in to the Nonprofit Admin Portal. Click the “Data Reports” link in the left-hand navigation bar and then select “Line Items (All)”. Reminder: The default date range is the past three months, but data from other periods can be viewed by adjusting the date filters and clicking “Apply”. Then click “Export CSV” to download the data, which will be delivered by email.

The downloadable CSV contains all the information for the selected date range in the “Line Items (All)” on-screen report plus a whole lot more. If a selected date range does not include any data, you will see an alert. If you're confident that there should be data, double-check the selected date range and try again. If the system returns the same alert, contact our support team.

The data contained in the CSV is as follows, following the order of the columns from left to right:

  • Line Item ID — unique alphanumeric identifier for a single line item in an order -- see helpful notes below
  • Order ID — The unique alphanumeric identifier for the checkout order -- see helpful notes below. For Giving Basket donations, Order ID may contain multiple recurring donations.
  • Order Date (timezone) — date and time of the order: UTC timezone is the default unless an address is specified by the IRS databases we reference; Give Lively member nonprofits may also set a definitive timezone in the basic information section of the Core Profile
  • Full Name — donor’s full name, when not anonymous
  • First Name — donor’s first name, when not anonymous
  • Last Name — donor’s last name, when not anonymous
  • Email — donor’s email address, when not anonymous
  • Original Amount — amount added to cart before optional “Covered Transaction Fee”
  • Covered Transaction Fee Amount — additional amount added to cart to pay for “Transaction Fee Amount” if the donor has chosen to cover it
  • Gross Amount — total amount, including the “Original Amount” plus “Covered Transaction Fee” if the donor has chosen to cover it
  • Transaction Fee Amount — transaction fee charged by third-party payment processor (Stripe/PayPal)
  • Fractional Disbursement Fee — The portion of disbursement fees applied to a line item (Giving Basket donations only). The $0.93 per check processing fee is applied proportionally across all donations included in any monthly lump-sum check. Checks with more than 93 line items will see $0.00 disbursement fees after the 93rd line item.
  • Total Refunded Amount — total amount refunded on this specific line item
  • Net Amount — net amount, a calculation of: “Gross Amount” minus “Transaction Fee Amount” minus "Fractional Disbursement Fee" minus “Total Refunded Amount”
  • Frequency — frequency of “Gross Amount” payment, either “one-time” or “monthly”
  • Anonymous to Public — anonymous donations are labeled "true" and donations with an identified donor are "false"
  • Dedication Name — name of person to whom donation is dedicated
  • Dedication Type — type of dedication, either “in honor” or “in memory”
  • Receipt Sent Date (timezone) — date the receipt was sent to the donor (or most recent receipt, if updates were made): UTC timezone is the default unless an address is specified by the IRS databases we reference; Give Lively member nonprofits may also set a definitive timezone in the basic information section of the Core Profile
  • Payment Status — The status of the payment: “succeeded,” “pending” or “refunded”. The payment is marked “refunded” if it has been fully refunded.
  • Payment Method — Method of payment: “card”, “bank”, “google pay”, “paypal” or “apple pay”.  
  • Payment Processor — processor of the payment (Stripe/PayPal)
  • Payment Platform Donation Date (timezone) — date the payment was captured by the payment processor (Stripe/PayPal): UTC timezone is the default unless an address is specified by the IRS databases we reference; Give Lively member nonprofits may also set a definitive timezone in the basic information section of the Core Profile
  • Payment Platform Charge ID — The unique identifier of the charge in the respective payment processor (Stripe/PayPal). Only visible for charges made directly to connected accounts, not Giving Basket donations disbursed by check.
  • Give Lively Charge ID — unique identifier for the donor’s payment in Give Lively’s system
  • Subscription Item ID — unique alphanumeric identifier for a specific recurring line item payment
  • Subscription ID — Unique alphanumeric identifier for a subscription order. For Giving Basket donations, Subscription ID may contain multiple recurring donations.
  • Payment Platform Subscription ID — The unique identifier of the subscription in the respective payment processor (Stripe/PayPal). Only visible for subscriptions made directly to connected accounts, not Giving Basket subscriptions.
  • Donor Mailing Address — donor’s full mailing address, when not anonymous
  • Donor Mailing Street (line 1) — donor’s street address, when not anonymous
  • Donor Mailing Street (line 2) — optional second line of donor’s street address, when not anonymous
  • Donor Mailing City — donor’s city, when not anonymous
  • Donor Mailing State — donor’s state, when not anonymous
  • Donor Mailing Zip Code — donor’s zip code, when not anonymous
  • Donor Mailing Country — donor’s country, when not anonymous
  • Donor Billing Zip Code — donor’s zip code, when not anonymous
  • Donor Billing Country — donor’s country, when not anonymous
  • Donor Phone Number — donor’s phone number, captured during payment via a Phone Number question, or through our Text-to-Donate product, when not anonymous
  • Lead Source — indicates the primary platform of the payment: either “Give Lively LLC” or, for Giving Basket donations, “Charity Navigator”
  • Internal Name — Campaign name as it appears in the Nonprofit Admin Portal. This will be used internally and not made public.
  • Page Name — name of the fundraising page as displayed publicly 
  • Page Type — type of fundraising page where the payment was made: “Campaign” (Campaign Page -- see helpful note below about custom questions), “Event” (Event Fundraising page -- see helpful note below), “Fundraiser” (Peer-to-Peer Fundraising page), “Team” (Team Fundraising page) or “Nonprofit” (Core Profile)
  • Page URL — URL of the fundraising page where the payment was made
  • Page Slug — part of the “Page URL” (see above) that identifies a particular fundraising page on a website
  • Referrer URL — URL of the webpage from which the donor came prior to landing on the webpage through which the payment was made
  • UTM Source — UTM code that identifies the platform or website where a clicked link was located, such as Facebook, Google, an email, a newsletter, a blog or other custom entries
  • Text Code Used — text code associated with the payment (only for Text-to-Donate payments)
  • Team Name — name of the team associated with this payment (only applies if payment was made to a fundraiser on a team or directly on a Team Fundraising page) 
  • Widget Type — type of Donation Widget through which the payment was made: “simple_donation” or “branded_donation”
  • Widget URL — URL of the webpage in which the Donation Widget was embedded when the payment was made
  • Nonprofit ID — ID of the nonprofit this payment is benefitting
  • Campaign ID — name of the Campaign Page associated with this payment (this will be blank for Giving Basket line items) -- see helpful note below about custom questions
  • Event ID — name of the event associated with this payment (only applies if payment was made directly on an Event Fundraising page; will be blank for Giving Basket line items) -- see helpful notes below
  • Team ID — ID of the team this payment is benefitting (only applies if payment was made to a fundraiser on a team or directly on a Team Fundraising page; will be blank for Giving Basket line items)
  • Fundraiser ID — ID of the Peer-to-Peer Fundraising page this payment is benefitting (will be blank for Giving Basket line items)
  • Giving Basket Hot Topic — special cause for which funds have been earmarked, if designated
  • Dispute Date (timezone) — time that a dispute was initiated by the donor: UTC timezone is the default unless an address is specified by the IRS databases we reference; Give Lively member nonprofits may also set a definitive timezone in the basic information section of the Core Profile
  • Disputed Amount — amount of this line item being disputed
  • Dispute Status — The current status of the donor’s dispute.
    (1) If the “Lead Source” for this donation is “Give Lively LLC,” then the donation came through a Give Lively fundraising page and the nonprofit is responsible for reaching a resolution with the donor for this donation dispute.
    (2) If the “Lead Source” for this donation is “Charity Navigator,” then the donation was directed to the nonprofit through Charity Navigator’s Giving Basket and Give Lively will pursue a resolution with the donor.
    (3) There are many possible dispute statuses, depending on whether the dispute is pending resolution or resolved and in Stripe or PayPal. Learn about the statuses associated with donor payment disputes.
  • Disbursement Method — How the funds were disbursed. Giving Basket donations will be marked as “Check”, “Transfer” or “Not yet disbursed”. Donations through a Give Lively fundraising page will always be marked “Direct Charge”.
  • Disbursement Account ID — account ID to which funds were disbursed in the payment platform (e.g. Stripe)
  • Payment Platform Transfer ID — unique alphanumeric identifier of the transfer disbursement (Giving Basket only)
  • Transfer Date (timezone) — date the Stripe transfer succeeded (or most recent transfer, if updates were made; Giving Basket only): UTC timezone is the default unless an address is specified by the IRS databases we reference; Give Lively member nonprofits may also set a definitive timezone in the basic information section of the Core Profile
  • Transfer Status — Status of transfer disbursement: “succeeded”, “pending”, “failed” or “reversed” (Giving Basket only). “Reversed” denotes when a transfer must be recovered due to an outdated or restricted Stripe account.
  • Check Number — number of the disbursement check mailed by the Give Lively Foundation (Giving Basket only)
  • Check Sent Date (timezone) — date the disbursement check was mailed (or most recent check, if a replacement is required; Giving Basket only): UTC timezone is the default unless an address is specified by the IRS databases we reference; Give Lively member nonprofits may also set a definitive timezone in the basic information section of the Core Profile
  • Recipient Entity Tax ID — The EIN of the organization that received the payment. This can be either the nonprofit or the Give Lively Foundation (which then disburses the funds).
  • Recipient Entity Name — The name of the organization that received the payment. This can be either the nonprofit or the Give Lively Foundation (which then disburses the funds).
  • Sf Opportunity ID — unique identifier for the opportunity “object” field in Salesforce
  • Double the Donation Submission — indicates if donation was synced to Double the Donation, either “True” or “False”

Helpful notes

  • For nonprofits using Event Ticketing: Currently, an entire event purchase is represented via one line item in the Line Item (All) report with no additional detail. This is the case even if the purchase comprised tickets across multiple ticket tiers. We have plans to make this detail available, including as multiple line items, in the coming months. In the interim, to see a breakdown of ticket purchases by tier, please download the “Attendee Data” via the event’s home page in the Nonprofit Admin Portal.
  • Answers to custom questions are currently not available through this report. They can still be retrieved through the until-now usual CSV downloadable via the Nonprofit Admin Portal.

Map downloadable CSV donor data columns to Line Items (All) report

Before you get started

Learn more about our “Line Items (All)” donor data reporting tools, found in the Reports Portal via a “Data Reports” link in the Nonprofit Admin Portal.

Video Overview

Walkthrough

This article is designed to help Give Lively member nonprofits become familiar with the updated column headers and additional new data in the “Line Items (All)” on-screen report and downloadable CSV now in beta in the Reports Portal. 

It maps the column headers from the until-now usual donor data CSV format (downloadable through the Nonprofit Admin Portal) to the column headers in a new, expanded, restructured, comprehensive CSV file that can be downloaded from the Reports Portal.

The goal is to help smooth the transition to the new “Line Items (All)” report, including making updates to third-party systems using this data, in advance of discontinuing the old by April 2024.

To learn more about the new donor data reporting tools and the transition to them, read about:

CSV column mapping chart

This chart only shows how column headers from the until-now usual donor data CSV map to the new "Line Items (All)" CSV. It does not include any of the new columns in the new expanded, restructured, comprehensive CSV.

Columns in "usual" CSV Columns in Line Items (All) CSV
donation_date Order Date
donor_first_name First Name
donor_last_name Last Name
donor_email_address Email
donation_amount Gross Amount
transaction_fee_covered_by_donor Covered Transaction Fee Amount
amount_refunded Total Refunded Amount
donor_frequency Frequency
private Anonymous to Public
dedication_name Dedication Name
dedication_type Dedication Type
status Payment Status
payment_method Payment Method

payment_platform_charge_id Payment Platform Charge Id
id Give Lively Charge Id
donor_mailing_address Donor Mailing Address
donor_mailing_street_1 Donor Mailing Street (line 1)
donor_mailing_street_2
Donor Mailing Street (line 2)
donor_mailing_city Donor Mailing City
donor_mailing_state Donor Mailing State
donor_mailing_zip_code Donor Mailing Zip Code
donor_billing_country Donor Billing Country
donor_phone_number Donor Phone Number
internal_name Internal Name
page_name Page Name
page_type Page Type
page_url Page URL
page_slug Page Slug
referrer_url Referrer URL
utm_source UTM Source
text_code_used Text Code Used
team_name Team Name
widget_type Widget Type
widget_url Widget URL
sf_opportunity_id Sf Opportunity Id
double_the_donation_submission Double the Donation Submission

Map Salesforce fields to Line Items (All) CSV columns

Before you get started

Read about the “Line Items (All)” donor data reporting tools found in the Reports Portal via a “Data Reports” link in the Nonprofit Admin Portal.

Video Overview

Walkthrough

This article is for Give Lively member nonprofits that use the Give Lively for Salesforce app and that want to become familiar with the Mapped Fields in Salesforce that correspond with the updated column headers and additional data in the new “Line Items (All)” report, currently in beta. By April 2024, the “Line Items (All)” on-screen report and CSV will replace the until-now usual donor data CSVs downloadable from the Nonprofit Admin Portal.

For more information about setting up the Salesforce integration, see our Salesforce integration logic and fields

To learn more about the new “Line Item (All)” reporting tools and the transition to them, read about:

Column in Line Items (All) CSV Salesforce Mapped Field
Line Item ID Opportunity.give_lively__Donation_Id__c
Order Date <Time Zone> Opportunity.CloseDate
First Name Contact.FirstName
Last Name Contact.LastName
Email Contact.Email
Covered Transaction Fee Amount Opportunity.give_lively__Transaction_Fee_Covered_By_Donor__c
Gross Amount Opportunity.Amount
Transaction Fee Amount Opportunity.give_lively__Payment_Platform_Transaction_Fee__c
Net Amount Opportunity.give_lively__Net_Amount__c
Frequency Varies - custom mapped by admin
Anonymous to Public Opportunity.give_lively__Anonymous_to_Public__c
Dedication Name Opportunity.npsp__Honoree_Name__c
Dedication Type Opportunity.npsp__Tribute_Type__c
Payment Method Payment.npe01__Payment_Method__c
Subscription ID Opportunity.give_lively__Subscription_Id__c
Donor Mailing Street (line 1) Contact.MailingStreet
Donor Mailing City Contact.MailingCity
Donor Mailing State Contact.MailingState
Donor Mailing Zip Code Contact.MailingPostalCode
Donor Phone Number Contact.Phone
Lead Source Opportunity.LeadSource, Contact.LeadSource
Page Type Opportunity.give_lively__Page_Type__c
Page URL Opportunity.give_lively__Page_Url__c
Page Slug Opportunity.give_lively__Page_Slug__c
Referrer URL Opportunity.give_lively__Referrer_Url__c
UTM Source Opportunity.give_lively__Utm_Source__c
Text Code Used Opportunity.give_lively__Text_Code_Used__c
Widget Type Opportunity.give_lively__Widget_Type__c
Widget URL Opportunity.give_lively__Widget_Url__c
Campaign ID Opportunity.give_lively__Campaign_Id__c
Event ID Opportunity.give_lively__Event_Id__c
Check Number npe01__Check_Reference_Number__c
Sf Opportunity ID Opportunity.Id
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Before You Get Started

Video Overview

Walkthrough

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