Reporting Fields and Definitions

Last Updated: Aug 16, 2018 02:49PM PDT

Surface the right data when you need it with Classy Reporting. Below you'll find an exhaustive list of the fields available within Classy's reporting tools. 

This resource speaks to the new Classy Manager reporting tools. If your reporting view looks like the below, you're using Classy Manager functionality and you're in the right place. Learn how to access Classy Manager here. To learn about the fields available in the Classy's Classic Reporting, navigate to this support article.

 


This glossary is organized by record and report type. Get started by clicking on any one of the data sets below. 

Transactions
Supporters
Campaigns
Teams
Fundraising Pages
Recurring Giving Plans
Attendees

Transactions

Grouping

Property

Display Type

Definition

Campaign Campaign ID Number Campaign ID transaction is credited to
  Campaign Name Text Campaign Name transaction is credited to
 
Campaign Type
Picklist Campaign Type transaction is credited to
Classy Fee Information Classy Service Fee Amount Dollar amount considered Classy service fee
 
Net Transaction Amount
Amount Gross amount of transaction minus all the fees
Dedication Dedication Contact Address Text 1st line of address for dedicatee
  Dedication Contact City Text City entered for dedicatee
  Dedication Contact Country Text Country entered for dedicatee
  Dedication Contact Email Text email address entered for dedicatee
  Dedication Contact Name Text Combined first and last name of dedicatee
  Dedication Contact Postal Code Text Zip or postal code of dedicatee
  Dedication Contact State Text State or province of dedicatee
  Dedication First Name Text First name of dedicatee
  Dedication Last Name Text Last name of dedicatee
  Dedication Message Text Message included by donor to dedicatee
  Dedication Type Picklist In honor of/ in memory of
  Has Dedication Yes/No Was a dedication included as part of this transaction?
  Include Donation Amount
Yes/No
Denotes if the donation amount is included in the dedication
Fundraising Pages Fundraising Page ID Number Fundraising Page ID transaction is credited to
  Fundraising Page Name Text Name of fundraising page tranaction is credited to
Fundraising Teams Fundraising Team ID Number Fundraising Team ID transaction is credited to
  Fundraising Team Name Text Name of fundraising team tranaction is credited to
Offline Information
Offline Check #
Text
Check number input when adding offline transaction
  Offline Description Text Description included when adding offline transaction
  Offline Payment Type Picklist Payment type indicated when adding offline transaction
Passport
Charged Currency Code
Picklist The currency submitted to your payment processor
  Charged Gross Transaction Amount Amount The transaction amount submitted to your payment processor
  Charged Net Transaction Amount Amount The charged gross transaction amount minus all fees in the charged currency
  Display Currency Code Picklist The currency displayed to the donor
  Display Gross Transaction Amount Amount The transaction amount displayed to the donor
  Is Gift Aid Yes/No The transaction is denoted as a gift aid transaction as defined by the UK regulations
  Is Passport Transaction Yes/No The transaction utilizes the Classy Passport
Payment Information Authorization Code Number Authorization code as provided by the payment processor
  Billing Address Text 1st line of blilling address used for transaction
  Billing Address 2 Text 2nd line of blilling address used for transaction
  Billing City Text City imput in billing information
  Billing Country Picklist Country imput for billing information
  Billing First Name Text First name entered in billing section at checkout
  Billing Last Name Text Last name entered in billing section at checkout
  Billing Postal Code Number Zip or postal code entered in billing section at checkout
  Billing State Picklist State or province entered in billing section at checkout
  CC Exp Date Date Date credit card is set to expire (MM/YY)
  CC Last Four Digits Number Last four digits of credit card used at checkout
  Credit Card Type Picklist Type of credit card used at checkout
  Payment Processor Picklist Payment processor transaction was eventually deposited in to
  Payment Processor Reference ID Number Checkout ID within payment processor corrolating to transaction
  Payment Type Picklist What form of payment was used to complete checkout (credit card, offline, etc.)
Supporters Donor Email Text Email address of supporter record tied to transaction
  Donor is Anonymous Yes/No Did the donor specify their transaction remain annonymous?
  Donor Name Text Name of supporter record tied to transaction
  Donor Phone Number Number Phone number of supporter record tied to transaction
  Donor Supporter ID Number Supporter ID of record tied to transaction
  Donor's Comment Text Text of comment donor entered upon checkout
  Fundraiser First Name Text First name on fundraising page transaction is credited to
  Fundraiser Last Name Text Last name on fundraising page transaction is credited to
  Fundraiser Supporter ID Number Supporter ID of owner of individual fundraising page transaction is credited to
Tickets & Registrations Discount Amount Amount Total dollar amount discounted with use of promo code for specific transaction
  Number of Tickets Number Number of tickets purchased in registration purchase
 
Promo Code
Text Text of promo code used with registration sign up
Transaction Credited To Picklist Specifies if credited to a team, fundriaing page, or campaign at large
 
Frequency
Picklist Period for which donation is set to recur
  Gross Transaction Amount Amount Total amount paid by purchaser
  Is Classy Mode Yes/No Did donor elect to cover fees for this transaction?
  Program Designation Number Program designation tied to transaction
  Program Designation External ID Text External ID of program designation tied to transaction
  Recurring Plan ID Number Recurring Plan ID specific transaction is a part of
  Refund Date Date Date transaction was refunded
  Transaction Date Date Date (MM/DD/YYYY) transaction took place
  Transaction ID Number Classy transaction ID of transaction
  Transaction Status Picklist Current status of transaction (sucsessful, refunded, etc.)
  Transaction Type Picklist Defines if transaction was donation or registration purchase

Supporters

Grouping

Property

Display Type

Definition

Contact Information Address 1 Text Address Line 1 on relevant supporter record contact information
  Address 2 Text Address Line 2 on relevant supporter record contact information
 
City
Text City on relevant supporter record contact information
  Country Text Country on relevant supporter record contact information
 
Email Address
Text Email address on relevant supporter record contact information
  Email Opt In Yes/No Did supporter opt in to future notification emails?
  Phone Number Number Phone number on relevant supporter record contact information
  Postal Code Number Zip or postal code on relevant supporter record contact information
  State Text State/province on relevant supporter record contact information
Fundraising Page Fundraising Pages Count Number Number of fundraising pages supporter 'owns'
  Fundraising Pages Last Created Date Date Date of most recently created fundraising page tied to supporter
  Fundraising Pages Total Raised Amount Total amount raised across all fundrising pages owned by supporter
Fundraising Teams Fundraising Teams Count as Captian Number Number of teams supporter is a captain of
  Fundrising Team Raised as Captain Amount Total amount raised across all team pages supporter is captain of
Passport Gift Aid Transactions Count Number The number of gift aid transactions gave by the supporter
  Has Gift Aid Enabled Yes/No The supporter provided at least 1 gift aid transaction as defined by the UK regulations
  Has Passport Transaction Yes/No Do any of the fundraising teams supporter is captain of have a passport transaction credited to it?
  Passport Transaction Count
Number
Number of passport transactions tied to all teams supporter is captian of
Recurring Plans Active Recurring Donations Amount Number Total amount of active recurring giving plans given by supporter
  Lifetime Recurring Plans Count Number Number of all recurring giving plans tied to supporter regardless of current status
Supporter Birthdate Date Birthdate tied to Classy member account that created supporter record
  Created Date Date Date supporter record was first created.
 
First Name
Text
First Name on relevant supporter record contact information
  Gender Picklist Gender tied to Classy member account that created supporter record
  Has Active Recurring Plan Yes/No Does the specific supporer have an active recurring giving plan?
 
Last Name
Text Last name on relevant supporter record contact information
  Supporter ID Number Classy Supporter ID tied to supporter record
  Supporter Name Amount Combined First Name + Last Name on relevant supporter record contact information
Transactions Gross Transaction Amount Amount Total gross amount supporter has given through Classy
  Transaction Last Created Date Date Date of most recent transaction tied to supporter
  Transactions Average Amount Amount Mean average of all gifts (total gross value ÷ total number of transactions)
  Tranactions Count Number Total number of transactions (online + offline) credited to supporter record
  Transactions Offline Count Number Total number of offline transactions credited to supporter record
  Transactions Online Count Number Total number of online transactions credited to supporter record

Campaigns

Grouping

Property

Display Type

Definition

Campaign Campaign ID Number Campaign ID transaction is credited to
  Campaign Name Text Campaign Name transaction is credited to
 
Campaign Type
Picklist Campaign Type transaction is credited to
  Created Date Date Date campaign was first created
 
End Date
Date Set end date of campaign
  Goal Amount Numeric value of goal tied to campaign
  Gross Transactions Amount Amount Raw total number of transactions credited to campaign
  Percent to Goal Percentage Percent value representing how much of goal has currently been achieved
  Start Date Date Start date dictated in campaign
  Status Picklist Current status (published, unpublished, draft) of campaign
Fundraising Pages Fundraising Page Count Nmber Raw total number of individal fundraising pages tied to campaign
  Fundraising Page Last Created Date Date Date most recent individaul fundraising page tied to campaign was created
Fundraising Teams Active Fundraising Teams Count Number Raw total number of active team fundraising pages tied to campaign
  Fundraising Teams Count Number Raw total number of team fundraising pages tied to campaign regardless of status
  Fundraising Teams Last Created Date Date Date most recent team fundraising page tied to campaign was created
Passport Display Currency Code Picklist The currency of the goal being displayed
  Display Goal Amount The dollar amount of the goal
  Display Gross Transactions
Amount
The total transaction amount in the currency of the goal
Tickets & Registrations Attendee Count Number Raw total number of attendees tied to campaign
  Attendee Last Created Date Date Date most recent attendee record tied to campaign was created
Transactions Last Transaction Date Date Date most recent transaction record tied to campaign was created
  Offline Transaction Count Number Raw total number of offline transactions tied to campaign
 
Online Transaction Count
Number
Raw total number of online transactions tied to campaign
  Tranactions Average Amount Amount Mean average of all gifts (total gross value ÷ total number of transactions) tied to campaign
  Transactions Count Number Raw total number of all transactions (online + offline) tied to campaign

Teams

Grouping

Property

Display Type

Definition

Campaign Campaign ID Number Campaign ID transaction is credited to
  Campaign Name Text Campaign Name transaction is credited to
Fundraising Page
Active Fundraising Page Count
Number Number of active individual fundraising pages that are a part of the team
  Fundraising Team Name Text Name entered to represent the fundraising team
 
Last Fundraising Page Created Date
Date Date most recent individaul fundraising page that is a part of said team was created
Fundraising Team Created Date Date Date specific fundraising team was created
  Fundraising Team ID Text Unique ID tied to the fundraising team record
  Goal Amount Numeric value of goal tied to fundraising team
  Percent to Goal Percentage Percent value representing how much of goal has currently been achieved by fundraising team
  Program Designation Picklist Program designation tied to fundraising team
  Program Designation External ID Text External ID of program designation tied to fundraising team
Passport Display Currency Code Picklist The currency of the goal being displayed
  Display Goal Amount The dollar amount of the goal
  Display Gross Transaction Amount Amount The total transaction amount in the currency of the goal
Supporter Captian Email Text Email address tied to supporter record designated as team captain
  Captain Full Name Text Full name (first + last) tied to supporter record designated as team captain
  Captian Supporter ID Number Unique ID tied to supporter record designated as team captain
Transactions Gross Transaction Amount
Amount
Total value of all transactions credited to fundraising team page
  Last Transaction Date Date Date most recent transaction currently credited to fundraising team was created
  Offline Transactions Count Number Raw total number of individauul offline transactions currently credited to fundraising team
  Online Transactions Count Number Raw total number of individauul offline transactions currently credited to fundraising team
  Transactions Average Amount Amount Mean average of all gifts (total gross value ÷ total number of transactions) tied to specific fundraising team
 
Transactions Count
Number
Raw total number of all transactions (offline and online) currently credited to fundraising team

Fundraising Pages

Grouping

Property

Display Type

Definition

Campaign Campaign ID Number Campaign ID transaction is credited to
  Campaign Name Text Campaign Name transaction is credited to
Fundraising Page
Created Date
Date Date specific individual fundraising page was created
  Fundraising Page ID Number Unique ID tied to the individual fundraising page record
 
Fundraising Page Name
Text Name entered to represent the individual fundraising page
  Goal Amount Numeric value of goal tied to individual fundraising page
  Fundraising Percent To Goal Percentage Percent value representing how much of goal has currently been achieved by individual fundraising page
  Program Designation Picklist Program designation tied to individual fundraising page
  External ID Number External ID of program designation tied to individual fundraising page
  Program Designation Picklist Program designation tied to fundraising team
  Program Designation External ID Text External ID of program designation tied to fundraising team
Fundraising Team Fundraising Team ID Number Unique ID number tied to the fundraising team record of which relevant individaul fundraising page is a part of
  Fundraising Team Name Text Name tied to the fundraising team record of which relevant individaul fundraising page is a part of
Passport Display Currancy Code Picklist Name tied to the fundraising team record of which relevant individaul fundraising page is a part of
  Display Goal Amount The dollar amount of the goal
  Display Gross Transaction Amount Amount The total transaction amount in the currency of the goal
Supporter Fundraiser Email Text Email address tied to supporter record of page owner
  Fundraiser Full Name
Text
Full name (first + last) tied to supporter record of page owner
  Fundraiser Supporter ID Number Unique ID tied to supporter record of page owner
  Is Team Captain Yes/No Is the specific individaul fundraising page being looked at a team captian?
Transactions Gross Transaction Amount Amount Combined value of all individaul transactions currently tied to individaul fundraising page
  Offline Transaction Count Number Raw total number of individauul offline transactions currently credited to individual fundraising page
 
Online Transaction Count
Number
Raw total number of individauul offline transactions currently credited to individual fundraising page
  Transaction Amount Average Amount Mean average of all gifts (total gross value ÷ total number of transactions) tied to specific individual fundraising page
 
Transactions Count
Number
Raw total number of all transactions (offline and online) currently credited to individual fundraising page

Recurring Giving Plans

Grouping

Property

Display Type

Definition

Payment Information Billing Address Text 1st line of billing address currently on file for recurring giving plan
  Billing Address 2 Text 2nd line of billing address currently on file for recurring giving plan
 
Billing City
Text City used as part of billing address currently on file for recurring giving plan
  Billing Country Picklist Country used as part of billing address currently on file for recurring giving plan
 
Billing First Name
Text First name used as part of billing information currently on file for recurring giving plan
  Billing Last Name Picklist Last name used as part of billing information currently on file for recurring giving plan
  Billing State Picklist State/province used as part of billing address currently on file for recurring giving plan
  Billing Zip Code Text City used as part of billing address currently on file for recurring giving plan
  CC Exp Date Date Credit Card expiration date (MM/YY) for credit card currently on file as part of recurring giving plan
  CC Last Four Number Last four digits of credit card currently on file as part of recurring giving plan
  CC Type Picklist Type of credit card currently on file as part of recurring giving plan
  Payment Processor Picklist Payment processor recuring giving plan is being processed through
  Payment Processor ID Number The payment processor ID or ClassyPay ID that corresponds to the Recurring Giving Plan
Recurring Plan Canceled Date Date Date recurring giving plan was canceled either by donor or admin.
  Created Date Date Date recurring giving plan was first created
  Credit To Picklist Is the recurring giving plan currently schedueled to be credited to an individual fundraising page, team page, or campaign at large?
  Frequency Picklist Period recurrance is set to occure
  Is Classy Mode
Yes/No
Is the recurring giving plan currently schedueled to include fees?
  Processing Day Number Day of the month (1-28) recurring giving plan is schedueled to transact
  Recurring Donation Amount Amount Dollar amount currently schedueled to be transacted as part of recurring giving plan
  Recurring Plan ID Number Unique Classy ID assigined to recurring giving plan
  Status Picklist Current status of specific recurring giving plan
Supporter
Email
Text
Email address currently tied to supporter record under which recurring giving plan exsists
  Is Annonymous Yes/No Did donor specifify that they wish to remain publically annonymous as part of recurring giving plan?
  Supporter First Name Text First name currently tied to supporter record under which recurring giving plan exsists
 
Supporter Full Name
Text Full name (first + last) currently tied to supporter record under which recurring giving plan exsists
  Supporter ID Number Unique Classy ID assigned to supporter record under which recurring giving plan exsists
  Supporter Last Name Text Last name currently tied to supporter record under which recurring giving plan exsists
Transaction Gross Transaction Amount Amount Total combined value of all transactions under specific recurring giving plan
  Transactions Count Number Raw total number of individual transactions tied to specific recurring giving plan

Attendees

Grouping

Property

Display Type

Definition

Attendee Attendee ID Number Unique ID tied to attendee record
  Birthdate Date Answer to 'birthdate' optional question on attendee record
 
Created Date
Date Date relevant attendee record was created
  First Name Text Answer to 'first name' optional question on attendee record
 
Gender
Picklist Answer to 'gender' optional question on attendee record
  Last Name Text Answer to 'last name' optional question on attendee record
  Middle Name Text Answer to 'middle name' optional question on attendee record
Campaign Campaign ID Number Campaign ID which specific attendee record is tied to
  Campaign Name Text Campaign name which specific attendee record is tied to
Contact Info Address Text Answer to 'address' optional question on attendee record
  Address 2 Text Answer to 'address 2' optional question on attendee record
  Cell Phone Number Number Answer to 'cell phone number' optional question on attendee record
  City Text Answer to 'city' optional question on attendee record
  Country Picklist Answer to 'country' optional question on attendee record
  Phone Number Number Answer to 'phone number' optional question on attendee record
  Postal Code Number Answer to 'postal code' optional question on attendee record
  State Picklist Answer to 'state' optional question on attendee record
Fundraising Page Fundraising Page ID
Number
Unique fundraising page ID created as part of attendee creation if applicable
  Fundraising Page Name Number Fundraising page name created as part of attendee creation if applicable
Fundraising Team Fundraising Team ID Number Unique team ID fundraising page created as part of attendee sign up
  Fundraising Team Name Text Name of team fundraising page created as part of attendee sign up
Supporter Supporter Email Text Email address of the supporter record underwhich transaction record exsists which led to creation of attendee
 
Supporter First Name
Text
First name of the supporter record underwhich transaction record exsists which led to creation of attendee
  Supporter Full Name Text Full name (first + last) of the supporter record underwhich transaction record exsists which led to creation of attendee
  Supporter ID Number Unique Classy ID of the supporter record underwhich transaction record exsists which led to creation of attendee
 
Supporter Last Name
Text Last name of the supporter record underwhich transaction record exsists which led to creation of attendee
Ticket Ticket ID Number Unique Classy ID given to the ticket type assigned to the attendee
  Ticket Name Text Name given to the ticket type assigned to the attendee
Transaction Promo Code Text Text of promo code used on transaction when attendee record was created
  Transaction ID Number Transaction ID which led to the creation of specific attendee record
  Transaction Item ID Number Classy Pay ID which led to the creation of specific attendee record
  Transaction Status Picklist The current status of the transaction which led to the creation of the attendee