INTRODUCTION
One Cause Planner Software provides access to dozens of handy, detailed reports covering all aspects of your event. Below you'll find descriptions and samples of OneCause reports, along with the category you'll find them under in Reports > View Reports.
Please click on links below to jump to sections:
Donors
Solicitors
Supporters
Items and Packages
Tickets
Tent Cards
Auction
Bid History
Proceeds
Receipts
Payments
Billing
Exports
Tip! You can find Excel-friendly versions of your OneCause data in the Exports section; use the "CSV" option and open the resulting file with your chosen spreadsheet software. Having trouble downloading CSV files using Safari on Mac? Try the steps here!
DONORS
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Donor Summary | Details prospective and active donors' contact information and any items they've donated | Sort by: Donor Company, Donor Contact Name, Donor Solicitation Status, Item #, Item Name | PDF, RTF, DOCX, CSV | View sample |
Donor Solicitation Status | Allows you to track the prospective and active item donors by solicitation status (i.e. Prospecting, Left Message, Call Back Requested, Accepted) | Sort by: Donor Solicitation Status, Donor Company, Donor Contact Name, Item #, Item Name | PDF, RTF, CSV | |
Donor Thank You Letter | Provides a basic thank you letter template for item donors |
Display Options: Today's date, Itemized donation list, Values of donated items, Donor Contact infomation Filter by: Donors not marked sent*, All item donors |
PDF, RTF, DOCX | View sample |
Donor Receipt Form | Supplies donors an itemized list of items that they have donated |
Display Opions: Item Value, Consignment Price, Date Received Filter by: Donors Not Marked Sent*, All Item Donors |
PDF, RTF, DOCX | View sample |
Donor Address Labels (Avery 5160) | Provides template of item donors' addresses for mailed correspondence | None | PDF, RTF, DOCX | View sample |
Organization Address Labels (Avery 5160) | Provides template of organization's return address for mailed correspondence |
None |
PDF, RTF, DOCX | View sample |
* This display filter allows you to only print the selected report for donors to whom it has not yet been sent. Item donors can be marked as having received their donor thank you letter and/or their item donation receipt from Supporter Edit > Item Donations tab.
SOLICITORS
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Solicitor Summary | Gives an overview of the supporters who have solicited items on behalf of your organization | Sort by: Solicitor Name, Item #, Item Name | PDF, RTF, DOCX, CSV | View sample |
Procurement Letter - General | Provides a standard template to solicit item donations | None | PDF, RTF, DOCX | View sample |
Procurement Letter - Personalized | Provides a personalized template to solicit item donations (including your item donors' salutation & contact info) | Display Options: Today's Date | PDF, RTF, DOCX | View sample |
Item Acquisition Form | Blank form for manually collecting item donation requests | None | PDF, RTF, DOCX | View sample |
Address Labels - Solicitor (5160) | Provides template of solicitors' addresses for mailed correspondence | None | PDF, RTF, DOCX | View sample |
SUPPORTERS AND TABLES
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Bidder Summary | Comprehensive outline of your bidders, including those with missing data & potential duplicates | None | PDF, RTF, DOCX | View Sample |
Bidder List | Supplies a list of bidders in the system |
Sort by: Name, Bidder #, Table #, VIP Status Filter by: All Bidders, Only Attendees |
PDF, RTF, CSV | View Sample |
Attendee Checked In Status | Supplies a list of attendees with checked in the status, table assignment, and CC on file |
Sort by: Checked In Status, Name, Bidder #, Table # |
PDF, RTF, DOCX, CSV | View Sample |
Attendee List | Provides a simple list of all event attendees with table assignment and VIP status | Sort by: Name, Bidder #, Table #, VIP Status | PDF, RTF, CSV | View Sample |
Attendee Phone List |
Provides a simple list of all event attendees with table assignment, VIP status, and mobile phone # | Sort by: Name, Bidder #, Table #, VIP Status | PDF, RTF, CSV | View Sample |
Supporter List | Provides a list of ALL supporters with table assignment, mobile phone #, attendee status, VIP status, and notes |
Sort by: Name, Bidder #, Table #, VIP Status Filter by: All Supporters, Linked Bidders with Different Last Names
|
PDF, RTF, CSV | View Sample |
Supporter List - RSVP Status | Provides a list of ALL supporters with table assignment, mobile phone #, VIP status, and RSVP status |
Sort by: RSVP Status, Name, Bidder #, Table #, VIP Status |
PDF, RTF, CSV | View Sample |
Supporter List - VIP Only | Displays exclusively supporters marked as VIP |
Sort by: Name, Bidder #, Table #, VIP Status Filter by: All Supporters, Linked Bidders with Different Last Names |
PDF, RTF, CSV |
View Sample |
Table Assignments | Outlines the seated and unseated supporters at each table |
Sort by: Bidder Last Name, Bidder #, RSVP Status, Table #, Table Name, Ticket # Filter by: All Supporters, Seated Supporters, Unseated Supporters
|
PDF, RTF, DOCX, CSV | View Sample |
Table Summary | Displays information for each table including # of seats filled/remaining and list of supporters seated at each | Sort by: Table # Table Name, Table Priority | PDF, RTF, DOCX, CSV | View Sample |
Unassigned Bidder Numbers | Shows all of the bidder numbers that do not have information in the First/Last name fields | Display Options: Name and Notes fields | PDF, RTF, DOCX, CSV | View Sample |
Bidder Name Tags - Avery 5163 | Generates Avery 5163 template name tags for attendees only |
Sort by: Bidder Last Name, Bidder # Display Options: Table #, Bidder # |
PDF, RTF, DOCX | View Sample |
Bidder Name Tags - Avery 5390 | Generates Avery 5390 template name tags for attendees only |
Sort by: Bidder Last Name, Bidder # Display Options: Table #, Bidder# |
PDF, RTF, DOCX | |
Bidder Paddles | Generates a double-sided, half-page paddle for all attendees to use during a paddle raise appeal |
Sort by: Bidder #, Bidder Last Name, Table # Display Options: Bidder Names, Table # |
PDF, RTF, DOCX | View Sample |
Address Labels - Attendees - Avery 5160 | Generates Avery 5160 template of attendees' addresses for mailed correspondence | None | PDF, RTF, DOCX | View Sample |
ITEMS AND PACKAGES
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Package Summary | Outlines the details of each package | Sort by: Package #, Package Name, Category | PDF, RTF, CSV | View Sample |
Incomplete Package Data | Lists the packages that are missing important information or otherwise require review |
None |
PDF, RTF, CSV | View Sample |
Item Packages | Displays packages and the items that make up each package, along with any unpackaged items
|
Sort by: Package #, Package Name, Category |
PDF, RTF, DOCX, CSV | View Sample |
Item Procurement Status | Provides information for tracking item procurement; includes procurement status, donor info, and date received |
Sort by: Item #, Item Name, Package #, Procurement Status
|
PDF, RTF, DOCX, CSV | View Sample |
Item Storage Locations |
Allows tracking items by storage location; includes item value, date received | Sort by: Item #, Item Name, Package #, Storage Location | PDF, RTF, DOCX, CSV | View Sample |
Package Times |
Displays the start and end times of packages
|
Sort by: Package End Time, Package Start Time, Package #, Category | PDF, RTF, DOCX, CSV | View Sample |
Auction Catalog: 1 Column | Booklet of available auction packages for guests in a one-column layout |
Sort by: Category, Package # Display Options: Silent Auction Packages, Live Auction Packages, Fixed Price Packages, Donation Packages, Images, Page Numbers |
PDF, RTF, DOCX | View Sample |
Auction Catalog: 2 Columns |
Booklet of available packages for guests in a two-column layout |
Sort by: Category, Package # Display Options: Silent Auction Packages, Live Auction Packages, Fixed Price Packages, Donation Packages, Images, Page Numbers |
PDF, RTF, DOCX | View Sample |
Gift Certificates | Generates a gift certificate for specified items
|
Display Options: Item Value, Donor, Donor Contact Information, Package # and Name Filter by: Starting Item Number, Ending Item # |
PDF, RTF, DOCX | View Sample |
Package Labels - Post-Event (Avery 5163) | Labels for each package designed for Avery 5163 template, including Package #, Package Name, and the Winning Bidder with contact information | None | PDF, RTF, DOCX | View Sample |
Package Labels - Pre-Event (Avery 5163) | Labels for each package designed for Avery 5163 template, including Package #, Package Name, and Category | None | PDF, RTF, DOCX | View Sample |
Sold Labels - Avery 5163 | Labels with the phrase "SOLD!" in red letters, to be used as a visual indicator to guests that a package is no longer available | None | PDF, RTF, DOCX |
|
TICKETS
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Ticket Assignments |
Displays each ticket with basic ticket holder information
|
Sort by: Ticket #, Ticket Holder Name, Ticket Purchaser Name, Ticket Package | PDF, RTF, DOCX | View Sample |
Ticket Options |
Shows any ticket options that have been selected for each ticket
|
Sort by: Ticket #, Ticket Option, Ticket Holder Bidder #, Ticket Holder Name, Ticket Holder Table # |
PDF, RTF, DOCX | View Sample |
Ticket Proceeds Graph | Provides a visual representation of ticket proceeds growth over time |
None |
PDF, RTF, DOCX | View Sample |
Ticket Sales | Details every ticket sale, including purchaser information, ticket packages/options selected, time purchased, promo codes used, and sale price | Sort by: Ticket Purchaser Bidder #, Ticket Purchaser Name, Time Purchased | PDF, RTF, DOCX | View Sample |
Ticket Sales Summary | Provides a breakdown of ticket stats per ticket package/option (# Sold, # Remaining, Proceeds); also breaks down usage of Discount/Promo Codes | None | PDF, RTF, DOCX | |
Ticket Sales Activity Graph |
Provides a visual representation of # of tickets sold over time | None | PDF, RTF, DOCX | View Sample |
Ticket Special Requests | Shows the special requests of each ticket holder | Sort by: Ticket #, Ticket Holder Name, Ticket Purchaser Name | PDF, RTF, DOCX | View Sample |
Unassigned Tickets | Displays the tickets that have not yet been assigned | Sort by: Ticket #, Ticket Purchaser Name | PDF, RTF, DOCX |
TENT CARDS
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Tent Cards - Small Standard (Avery 5302) | Placards (4 packages per page) to be placed in front of auction packages; includes Package #, Package Name, Starting Bid, Minimum Raise, and Value |
Filter by: Silent Packages (by Package #), Silent Packages (by Category), Fixed Price Packages, Live Auction Packages, All Packages Optional: Enter Starting and Ending Package # to print only a specific range of packages |
PDF, RTF, DOCX | View Sample |
Tent Cards - Small with Descriptions (Avery 5302) | Placards (4 packages per page) to be placed in front of auction packages; includes Package #, Package Name, Starting Bid, Minimum Raise, Value, and Package Description (250 character limit) |
Filter by: Silent Packages (by Package #), Silent Packages (by Category), Fixed Price Packages, Live Auction Packages, All Packages Optional: Enter Starting and Ending Package # to print only a specific range of packages |
PDF, RTF, DOCX | View Sample |
Tent Cards - Small with Donors (Avery 5302) |
Placards (4 packages per page) to be placed in front of auction packages; includes Package #, Package Name, Starting Bid, Minimum Raise, Value, and Package Donor(s) |
Filter by: Silent Packages (by Package #), Silent Packages (by Category), Fixed Price Packages, Live Auction Packages, All Packages Optional: Enter Starting and Ending Package # to print only a specific range of packages |
PDF, RTF, DOCX | View Sample |
Tent Cards - Medium Standard (Avery 5305) | Placards (2 packages per page) to be placed in front of auction packages; includes Package #, Package Name, Starting Bid, Minimum Raise, Value, and Package Donor(s) |
Filter by: Silent Packages (by Package #), Silent Packages (by Category), Fixed Price Packages, Live Auction Packages, All Packages Optional: Enter Starting and Ending Package # to print only a specific range of packages |
PDF, RTF, DOCX | View Sample |
Tent Cards - Medium with Descriptions (Avery 5305) |
Placards (2 packages per page) to be placed in front of auction packages; includes Package #, Package Name, Starting Bid, Minimum Raise, Value, Package Donor(s), and Package Description (350 character limit) |
Filter by: Silent Packages (by Package #), Silent Packages (by Category), Fixed Price Packages, Live Auction Packages, All Packages Optional: Enter Starting and Ending Package # to print only a specific range of packages |
PDF, RTF, DOCX | View Sample |
Tent Cards -Large Standard (8.5" by 11"), Folded | Placards (1 package per page) to be placed in front of auction packages; includes Package #, Package Name, Starting Bid, Minimum Raise, Value, Package Donor(s), and Package Description (450 character limit) |
Filter by: Silent Packages (by Package #), Silent Packages (by Category), Fixed Price Packages, Live Auction Packages, All Packages Optional: Enter Starting and Ending Package # to print only a specific range of packages |
PDF, RTF, DOCX | View Sample |
Tent Cards - Full Page with Photo |
Placards (1 package per page) to be placed in front of auction packages; includes Package #, Package Name, Starting Bid, Minimum Raise, Value, Package Donor(s), Package Description (450 character limit), and the Package Photo |
Filter by: Silent Packages (by Package #), Silent Packages (by Category), Fixed Price Packages, Live Auction Packages, All Packages Optional: Enter Starting and Ending Package # to print only a specific range of packages Display Options: Photos |
PDF, RTF, DOCX | View Sample |
AUCTION
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Paper Bid Sheets | Provides a page for each package where guests can manually enter silent auction bids or fixed price purchases; can be used as a backup plan | Sort by: Package #, Category | PDF, RTF, DOCX | View Sample |
Paper Bid Sheets with Last Bid | Provides a page for each package where guests can manually enter silent auction bids or fixed price purchases; includes the last bid that was placed in BidPal's system |
Sort by: Package #, Category Display: Bidder # - Name - Phone #, Bidder # - Bidder Name, Bidder # Only |
PDF, RTF, DOCX | View Sample |
Paper Donation Cards | Cards (4 per page) that allow guests to manually fill out pledged donations with contact information |
None |
PDF, RTF, DOCX | View Sample |
Fixed Price Sales Form |
Shows info for each fixed price package, including Value, # Available (Capacity), # Purchased, and Price; allows guests to manually write in contact information indicating intent to purchase. Can optionally list out all supporters that have signed up for each fixed price package
|
Sort by: Package #, Package Name Display Options: Past Purchases, Bidder Phone # |
PDF, RTF, DOCX | View Sample |
Live Auction Spotter Form | Allows volunteers to keep track of the winning bids from the Live Auction | Sort by: Package #, Package Name | PDF, RTF, DOCX | View Sample |
Start Bidding Cards |
Cards that instruct guests on how to access the mobile auction on their mobile device via includes the Friendly URL | None | PDF, RTF | View Sample |
Fixed Price Tickets |
Provides individual tickets for each fixed price package purchase; shows Bidder #, Name, Phone #, and Package Name. Can be printed as raffle tickets. | Sort by: Bidder #, Time Purchased | PDF, RTF, DOCX | View Sample |
Fixed Price Sign-Ups |
Shows a list of all the supporters that have purchased a spot at a sign-up party, along with Bidder #, Name, Phone #, Email, # Sold, and Sale Amount; includes capacity and quantity remaining as well
|
Sort by: Package #, Package Name | PDF, RTF, DOCX | View Sample |
Event Health Check | Includes helpful checkpoints to ensure your event is set up correctly (reviews configuration, any missing data, potential duplicates, etc.) | None | PDF, RTF | View Sample |
Run of Show | Pulls the event timing information entered in Setup > Preferences > Event | None | PDF, RTF, DOCX | View Sample |
Current Bid Standings | Lists all silent auction packages in the system along with the current high bidder and amount for each |
Sort by: Package #, Package Name, Category, Current Bid, Bid Source
|
PDF, RTF, DOCX | View Sample |
Top 25 Bidders | Shows the Top 25 Bidders based on # of bids | None | PDF, RTF, DOCX | View Sample |
Top 25 Contributors | Shows the Top 25 Contributors based on total bill amounts (including ticket purchases) | None | PDF, RTF, DOCX | View Sample |
Top 25 Donations | Shows the Top 25 Donors based on total donated amount | None | PDF, RTF, DOCX | View Sample |
Top 25 Most Popular Packages | Shows the Top 25 Popular Packages based on # of bids | None | PDF, RTF, DOCX | View Sample |
Top 25 Packages | Shows the Top 25 Packages based on final sales price | None | PDF, RTF, DOCX | View Sample |
Event Authorization Form | Written confirmation that both the Event Manager and client have reviewed the following - Event Health Check Report (Dr. Buddy), Item, Package, & Supporter Data, Handheld Collection Checklist (if applicable), Backup Plan | None | PDF, RTF, DOCX | |
Missing Handhelds | Shows the ID's of the BidPal handhelds that have not been checked in post-event | None | PDF, RTF, DOCX | View Sample |
Handheld Login History | Provides a list of supporter logins to specific handhelds | Sort by: Asset #, Bidder #, Login Time | PDF, RTF, DOCX |
|
BID HISTORY
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Auction Activity Graph | Shows the bids, purchases, and donations made over time on event day (starting at 12 AM event day) | None | PDF, RTF, DOCX | View Sample |
Bid History by Bidder | Shows the bidding history of every supporter, including bids, purchases, and donations |
None |
PDF, RTF, DOCX, CSV | View Sample |
Bid History by Package | Shows the bidding history broken down by each package; useful for reviewing the exact timeline of when bids/rescinds were done for a single package |
None |
PDF, RTF, DOCX, CSV | View Sample |
Suspect Transactions | Displays a list of duplicate purchases from the same supporter | None | PDF, RTF, DOCX | |
Donation Activity Graph | Shows the number of donations made on a mobile device over time | None | PDF, RTF, DOCX | View Sample |
Online Auction Activity Graph |
Shows the number of bids, purchases, and donations made via the Giving Center over time | None | PDF, RTF, DOCX | View Sample |
Unsold Packages ("Items with no Bids") | Lists all of the packages with no bids |
Sort by: Package #, Package Name, Category, Package Value Filter by: All Packages with No Bids, Only Expired Packages with No Bids |
PDF, RTF, DOCX, CSV | View Sample |
Watch List |
Shows who is actively watching each package
|
Sort by: Package #, Package Name, Category | PDF, RTF, DOCX, CSV | View Sample |
PROCEEDS
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Dashboard | Provides statistical data covering all aspects of your auction | None | PDF, RTF, DOCX | View Sample |
Dashboard Cover | Title page that includes the event name, date, and staff | None | PDF, RTF, DOCX | |
Proceeds by Bidder |
Lists all of the charges (including: ticket purchases, fixed price purchases, silent/live winnings, donations, misc charges, and sales tax) for each bidder, along with any payments they have made
|
Sort by: Bidder Last Name, Bidder #, Table #, Time Filter by: All Proceeds - All Charges, Proceeds with Additional Charges after My Bill Displayed, Proceeds with Outstanding Balances (Credit Card Processing Enabled) |
PDF, RTF, CSV | View Sample |
Proceeds by Table | Breaks down event proceeds by table grouping |
Include: All Proceeds and Charges, Everything but Tickets, Donations Only Display: Table Proceeds Only, Supporter Details |
PDF, RTF, DOCX, CSV | |
Proceeds by Package | Shows the net proceeds of each package, along with winning bidder, % of value, and % of proceeds to analyze which packages performed best
|
Sort by: Package #, Package Name, Category, Percent of Value, Sales Price, Winning Bidder #, Winning Bidder Name | PDF, RTF, DOCX, CSV | View Sample |
Event Proceeds Tracking |
Shows a proceeds breakdown over time by type (silent auction, donations, fixed price, misc charges, ticketing, online auction, or online donations) as well as the gross proceeds; proceeds snapshots are taken hourly on Event Day (based on the Silent Auction End Date under Setup > Auction Control) |
None | PDF, RTF, DOCX, CSV | View Sample |
Online Auction Proceeds | Shows the proceeds that were raised exclusively on the Giving Center | None | PDF, RTF, DOCX | View Sample |
Buy Now Proceeds |
Shows the proceeds that were raised by guests purchasing silent auction items using the "Buy Now" option | Sort by: Package #, Package Name, Category, Time Purchased | PDF, RTF, DOCX, CSV | View Sample |
Consignment Proceeds | Shows the current status & proceeds of any package listed as a consignment package. |
Sort by: Package #, Package Name, Category Filter by: Consignment Packages Only, All Silent and Live Packages |
PDF, RTF, DOCX, CSV | View Sample |
Donation Proceeds |
Lists all donors and donation amounts broken down by donation package; includes total amount donated to each donation package as well as the % raised of each package's goal
|
Sort by: Package #, Total Donated | PDF, RTF, DOCX, CSV | View Sample |
Fixed Price Proceeds | Lists all fixed price package purchasers along with total proceeds, # sold, and # remaining for each fixed price package | Sort by: Package #, Package Name | PDF, RTF, DOCX, CSV | View Sample |
Live Auction Proceeds | Shows the proceeds from assigned Live Auction winners | Sort by: Package #, Package Name, Sales Price | PDF, RTF, DOCX, CSV | View Sample |
Miscellaneous Charges | Lists all proceeds from miscellaneous charges (entered via SmartPay OR via Planner under Tools > Miscellaneous Charges) |
Sort by Bidder #, Bidder Last Name, Charge Description *You have the option to list Exempt & Non-Exempt Charges separately |
PDF, RTF, DOCX, CSV | View Sample |
Silent Auction Proceeds Graph | Visual representation of the amount raised over time by Silent Auction | None | PDF, RTF, DOCX | View Sample |
Donation Proceeds Graph | Visual representation of the amount raised over time by the Donation appeal | None | PDF, RTF, DOCX | View Sample |
Fixed Price Proceeds Graph | Visual representation of the amount raised over time by Fixed Price Packages | None | PDF, RTF, DOCX | View Sample |
Event Day Proceeds Graph | Visual representation of the amount raised over time on the day of the event | None | PDF, RTF, DOCX | View Sample |
Gross Proceeds Graph | Visual representation of the amount raised over time for the entire event | None | PDF, RTF, DOCX | View Sample |
Online Proceeds Graph | Visual representation of the amount raised over time in the Giving Center | None | PDF, RTF, DOCX | View Sample |
RECEIPTS
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Receipt - Standard | Provides an itemized list of the all ticket purchases, fixed price purchases, silent/live auction winnings, donations, miscellaneous charges, and sales tax; also shows the balance due and any payments that have already been made. Includes credit card section for manually entering credit card info for later input, if needed |
Sort by: Bidder Last Name, Bidder #, Table #, Time Filter by: All Receipts - All Charges, Receipts with Additional Charges after My Bill Displayed, Receipts with Outstanding Balances (Credit Card Processing Enabled) |
PDF, RTF | View Sample |
Receipt - Duplicate | Similar to the Receipt - Standard report, but does not list out payment details; useful if you are not utilizing BidPal Payments and need to manually capture credit card information for your organization while providing guests with an itemized receipt |
Sort by: Bidder Last Name, Bidder #, Table #, Time Filter by: All Receipts - All Charges, Receipts with Additional Charges after My Bill Displayed, Receipts with Outstanding Balances (Credit Card Processing Enabled) |
PDF, RTF | View Sample |
Receipt - Additional Charges | Similar to the Receipt - Standard report, but includes a section for manually recording any additional charges |
Sort by: Bidder Last Name, Bidder #, Table #, Time Filter by: All Receipts - All Charges, Receipts with Additional Charges after My Bill Displayed, Receipts with Outstanding Balances (Credit Card Processing Enabled) |
PDF, RTF | View Sample |
Blank Receipt - Standard | Blank receipt template to physically write down charges & payments | None | PDF, RTF | View Sample |
Blank Receipt - Duplicate | Blank receipt template to physically write down charges & payments; can be cut in half to provide guest with itemized receipt while retaining the manually-collected payment information | None | PDF, RTF | View Sample |
Item Pickup Assistant | Lists all bidders with their purchased items & balance due; useful for item pickup volunteers looking to quickly find which items need to be collected for each guest | Sort by: Bidder Last Name, Bidder #, Table #, or Time | PDF, RTF | View Sample |
Packing Slip |
Displays each bidder with contact information and any items purchased/won along with amount; includes a signature line that can be used to indicate the guest's confirmation that all items have been picked up |
Sort by: Bidder Name, Bidder #, Table # Display Options: Photos |
PDF, DOCX | View Sample |
PAYMENTS
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Payment Reconciliation | Shows the payment status of each bidder with total charges & payments |
Sort by: Bidder #, Bidder Name Filter by: All Balances, Closed Balances Only, Outstanding Balances Only |
PDF, RTF, DOCX | View Sample |
Express Checkout Attendee Status | Shows Bidder #, Bidder Name, Table #, and whether a credit card is set up to be automatically charged (Express Checkout) |
Sort by: Last Name, Bidder #, Table #, Credit Card on File |
PDF, RTF, DOCX | View Sample |
Payment Details By Method | Breaks down all payments by method; includes bidder contact information for follow-up |
None |
PDF, RTF, DOCX | View Sample |
Payment History |
Lists every payment in the system, including Bidder #, Bidder Name, Name on Card, Amount, Payment Method, Status, Payment Source, and Transaction Time
|
Sort by: Transaction Date, Last Name, Status, Payment Method, Source | PDF, RTF, DOCX | View Sample |
Rejected Transaction Summary |
Details any rejected transactions | Sort by: Bidder #, Bidder Name | PDF, RTF, DOCX | View Sample |
Payment Analysis | Provides statistics on all of the payment information in system, including breakdowns by Status, Method, Source, and Credit Card Type | None | PDF, RTF, DOCX | View Sample |
Outstanding Balances | Lists all bidders with outstanding balances; includes bidder contact information for follow-up | Sort by: Bidder #, Bidder Name, Table # | PDF, RTF, DOCX |
BILLING
Report Name | Description | Sort & Filter | Format | Sample Link |
---|---|---|---|---|
Convenience & Ticketing Fee Summary | Breaks down all transactional fees charged by BidPal | None | PDF, RTF, DOCX | View Sample |
EXPORTS
The reports found below are designed to be viewed and manipulated with the spreadsheet software of your choosing. Note that most "Excel Export" reports include a CRM ID field; this field can be populated under Supporter Edit > Details tab with the supporter's identifier in your third-party CRM software, allowing you to use the export files to import data from BidPal back to your CRM.
Tip! If you are opening an export in CSV (Excel) format using Safari on Mac, perform the following steps to download the file after it opens in a new browser tab:
1. In the new tab with your CSV, click once within the URL bar
2. Hold down both the OPTION and RETURN keys
3. A dialog will open allowing you to choose where to save the file
Report Name | Description | Column Fields | Format | Sample Link |
---|---|---|---|---|
Excel Export - Attendees | Displays all information for each supporter marked as an "Attendee" | Bidder #, First [Name], Last [Name], Company, Table #, Ticket #, Ticket Package, VIP, Phone #, E-mail, Salutation, Address, City, State, Zip, Country, User Defined 1, User Defined 2, Notes, CRM ID, Express Checkout Credit Card, RSVP Status, Checked In | CSV (Excel), PDF | View Sample |
Excel Export - Bid History | Displays information for all auction transactions (bids, max bids, rescinds, donations, fix price or buy now purchases, live winner assignments, etc.). Can be sorted by Transaction Time, Package #, or Bidder # | Transaction Time, Package #, Package Name, Amount, Action, Category, Auction Mode, Source, Bidder #, First Name, Last Name, Company Name, CRM ID, Table #, Phone #, E-mail, Street Address, City, State, Zip, Bidder - User Defined 1, Bidder - User Defined 2, Bidder - Notes, Package - User Defined 1, Package - User Defined 2, Package - Notes | CSV (Excel), PDF | |
Excel Export - Bill Totals | Similar to Attendee export, but shows the combined Bidder Name (e.g. if John Doe and Jane Doe are sharing Bidder #100, they will appear as one row on this export) & Total Bill Amount | Bidder #, First [Name], Last [Name], Company, Bill Total, Table #, Phone #, E-mail, Salutation, Address, City, State, Zip, Country, User Defined 1, User Defined 2, Notes, CRM ID, Express Checkout Credit Card, RSVP Status, Checked In, # of Attendees | CSV (Excel), PDF | View Sample |
Excel Export - Donations | Displays information for each monetary donation |
Bidder #, First [Name], Last [Name], Anonymous, Amount, Apply Tax, Sales Tax, Total Charge, Source, Package #, Donation, Table #, Phone #, E-mail, Address, City, State, Zip, Pkg. - User Defined 1, Pkg. - User Defined 2, Pkg. - Notes, Bidder - User Defined 1, Bidder - User Defined 2, Bidder - Notes, CRM ID |
CSV (Excel), PDF | View Sample |
Excel Export - Fixed Price | Displays information for each fixed price purchase |
Bidder #, First [Name], Last [Name], # Bought, Amount, Apply Tax, Sales Tax, Total Charge, Source, Package #, Package, Table #, Phone #, E-Mail, Address, City, State, Zip, Pkg. - User Defined 1, Pkg. - User Defined 2, Pkg. - Notes, Bidder - User Defined 1, Bidder - User Defined 2, Bidder - Notes, CRM ID |
CSV (Excel), PDF | View Sample |
Excel Export - Item Donors | Displays information for each supporter marked as an "Item Donor"; includes a list of the donated items and total value | Type, Company, Greeting, First [Name], Last [Name], Donor Display Name, E-mail, Phone, Address, City, State, Zip, Solicitation Status, Solicitation Notes, Items, Value, Supporter Notes, CRM ID, Item Donor | CSV (Excel), PDF | View Sample |
Excel Export - Items | Displays information for each item donation | Item #, Name, Description, Category, Donor, Procurement Status, Value, Priceless, Consignment, Storage Location, Date Received, Solicitor, Notes, Gift Certificate, Gift Certificate Redemption, Package #, Package Name | CSV (Excel), PDF | View Sample |
Excel Export - Misc. Charges | Displays information for each miscellaneous charge | Bidder #, First [Name], Last [Name], Amount, Description, Exempt, Table #, Phone #, E-mail, Address, City, State, Zip, Bidder - User Defined 1, Bidder - User Defined 2, Bidder - Notes, | CSV (Excel), PDF | View Sample |
Excel Export - Packages | Displays information for each package in the system; includes winning bidder, amount, and proceeds where applicable. Can be filtered to display all packages, only sold packages, or only unsold packages | Package #, Name, Bid #, First Name, Last Name, Phone #, Winning Bid, Apply Tax (Yes/No), Sales Tax, Total Charge, Source, Auction Mode, Value, Priceless, Consignment, Proceeds, Starting Bid, Min. Raise, Buy Now [Price], Category, Start Time, End Time, Show in Giving Center, Enable Online Bidding, Show in Printed Catalog, Apply Package Defaults, Has Photo, Description, Donor, Donation Goal, Email, Street, City, State, Zip, Table #, Package - User Defined 1, Package - User Defined 2, Package - Notes, Bidder - User Defined 1, Bidder - User Defined 2, Bidder - Notes, CRM ID | CSV (Excel), PDF | View Sample |
Excel Export - Payment History | Displays information for each payment in the system. Can be filtered by Status (Approved, Pending, Rejected, or Voided), Method (Credit Card, Cash, Check, or Other), and/or Source (Giving Center, Planner, SmartPay, or Mobile Devices/Kiosks) | Bidder #, First [Name], Last [Name], Company, Amount, Payment Method, Card Type, Name on Card, First 4 Digits [Of Card], Last 4 Digits [Of Card], Expiration, Status, Credit Card Notes, Response Message [for Credit Card Transactions], Source, Transaction Time, Check #, Reason for Other, Table #, Address, City, State, Zip, Country, E-mail, Phone #, User Defined 1, User Defined 2, Notes, CRM ID, RSVP Status | CSV (Excel), PDF | View Sample |
Excel Export - Payment Reconciliation | Displays payment status for every bidder in the system, including Total Charges, Total Payments, and Balance Due | Bidder #, First [Name], Last [Name], Company, Total Charges, Total Payments, Balance Due, Credit Card Notes, Table #, Phone #, E-mail, Address, City, State, Zip, Country, User Defined 1, User Defined 2, Notes, CRM ID, RSVP Status | CSV (Excel), PDF | View Sample |
Excel Export - Proceeds Snapshot | Displays breakdown of proceeds over time by various categories | Date, Silent Auction Proceeds, Donation Proceeds, Fixed Price Proceeds, Misc Charge Proceeds, Ticket Charge Proceeds, Ticket Option Proceeds, Online Auction Proceeds, Online Donation Proceeds, Gross Proceeds | CSV (Excel), PDF | View Sample |
Excel Export - Solicitors | Displays all information for each supporter who is assigned as the Solicitor of at least one item; includes a list of the solicited items with total value | Bidder #, First [Name], Last [Name], Company, Items Solicited, Total Value, Table #, Phone #, E-mail, Address, City, State, Zip, User Defined 1, User Defined 2, Notes, CRM ID, RSVP Status | CSV (Excel), PDF | View Sample |
Excel Export - Supporters | Displays all information for each supporter in the system | Bidder #, First [Name], Last [Name], Attendee (Yes/No), Table #, Ticket #, Ticket Package, VIP, Phone #, E-mail, Salutation, Company, Address, City, State, Zip, Country, User Defined 1, User Defined 2, Notes, CRM ID, Express Checkout Credit Card, RSVP Status, Checked In (Yes/No), Primary Contact (Yes/No), Registered In Giving Center (Yes/No), Item Donor (Yes/No) | CSV (Excel), PDF | View Sample |
Excel Export - Tables | Displays information for each table in the system | Table #, Table Name, Priority, Table Captain, Total # of Seats, # of Seats Filled, # of Seats Remaining, Notes, User Defined 1, User Defined 2 | CSV (Excel), PDF | View Sample |
Excel Export - Ticket Assignments | Displays information for each ticket assignment in the system | Ticket #, Ticket Package, Ticket Holder First Name, Ticket Holder Last Name, Ticket Holder Bid #, Special Requests, Table #, Table Name, Phone #, Email Address, Company Name, Salutation, Street Address, City, State, Zip Code, User Defined 1, User Defined 2, Checked In (Yes/No), RSVP, Notes, CRM ID, Purchaser First Name, Purchaser Last Name, Purchaser Bid #, Purchaser Table #, Purchaser Table Name, Purchaser Phone #, Purchaser E-mail, Purchaser Company, Purchaser Salutation, Purchaser Street Address, Purchaser City, Purchaser State, Purchaser Zip Code, Purchaser User Defined 1, Purchaser User Defined 2, Purchaser RSVP, Purchaser Notes, Purchaser CRM ID, Source, Purchase Time | CSV (Excel), PDF | View Sample |
Excel Export -Ticket Options | Displays information for every ticket option selection in the system | Ticket Option Name, Choice, Price, Ticket #, Ticket Package, Ticket Holder First Name, Ticket Holder Last Name, Ticket Holder Bid #, Special Requests, Table #, Table Name, Phone #, E-mail Address, Company Name, Salutation, Street Address, City, State, Zip Code, User Defined 1, User Defined 2, RSVP, Notes, CRM ID, Purchaser First Name, Purchaser Last Name, Purchaser Bid #, Purchaser Table #, Purchaser Table Name, Purchaser Phone #, Purchaser E-mail, Purchaser Company, Purchaser Salutation, Purchaser Street Address, Purchaser City, Purchaser State, Purchaser Zip Code, Purchaser User Defined 1, Purchaser User Defined 2, Purchaser RSVP, Purchaser Notes, Purchaser CRM ID, Source | CSV (Excel), PDF | View Sample |
Excel Export - Ticket Sales | Displays information for every ticket sale in the system | Time Purchased, Purchaser First Name, Purchaser Last Name, Purchaser Bid #, Ticket Package(s), Total # of Tickets, Promo Codes, Total Discount, Total Price (including Options), Source, Purchaser Table #, Purchaser Table Name, Purchaser Phone #, Purchaser E-mail, Purchaser Company, Purchaser Salutation, Purchaser Street Address, Purchaser City, Purchaser State, Purchaser Country, Purchaser Zip Code, Purchaser User Defined 1, Purchaser User Defined 2, Purchaser RSVP, Purchaser Notes, Purchaser CRM ID, | CSV (Excel), PDF | |
AuctionMaestro Pro - Bidders | BidderName, Fname, Lname, WorkPhone, WEmailAddress, Company, WAddress1, Wcity, Wstate, Wzip, Wcountry | CSV (Excel), PDF | View Sample | |
AuctionMaestro Pro - Donations | BidderNumber, Actual, ItemNum, ItemName, Value, Auction | CSV (Excel), PDF | View Sample | |
AuctionMaestro Pro - Fixed Price | BidderNumber, QtyPurchased, Actual, ItemNum, ItemName, Value, Auction | CSV (Excel), PDF | View Sample | |
AuctionMaestro Pro - Misc. Charges | CSV (Excel), PDF | View Sample | ||
AuctionMaestro Pro - Packages | ItemNum, BidderNumber, Actual, Value, Auction, ItemName, QtyPurchased | CSV (Excel), PDF | View Sample | |
Greater Giving - Bidders | BidderName, Fname, Lname, WorkPhone, WEmailAddress, Company, Waddress, Wcity, Wstate, Wzip, Wcountry. | CSV (Excel), PDF | View Sample | |
Greater Giving - Donation | Package Number, Bidder Number, Sale Price, Quantity, Bidder Name | CSV (Excel), PDF | View Sample | |
Greater Giving - Fixed Price | Package Number, Bidder Number, Sale Price, Quantity, Bidder Name | CSV (Excel), PDF | View Sample | |
Greater Giving - Misc. Charges | Package Number, Bidder Number, Sale Price, Quantity, Bidder Name | CSV (Excel), PDF | View Sample | |
Greater Giving - Packages | Package Number, Bidder Number, Sale Price, Quantity, Name | CSV (Excel), PDF | View Sample | |
Greater Giving Go Time - Donations | Package Number, Bidder Number, Sale Price, Quantity, Event Date | CSV (Excel), PDF | ||
Greater Giving Go Time - Fixed Price | Package Number, Bidder Number, Sale Price, Quantity, Event Date | CSV (Excel), PDF | ||
Greater Giving Go Time - Packages | Package Number, Bidder Number, Sale Price, Quantity, Event Date | CSV (Excel), PDF | ||
Raiser's Edge Constituents |
Constituent ID, Supporter Type, Bidder #, First Name, Last Name, Company Name, Attendee? (Yes/No), Item Donor? (Yes/No), VIP? (Yes/No), Table #, Ticket #, Ticket Package, Email, Mobile Phone #, Street Address, City, State, Zip, Country, RSVP Status, Notes, User Defined 1, User Defined 2 | CSV (Excel), PDF | ||
Raiser's Edge Gifts - Fixed Price Purchases | Constituent ID, Name, Package ID, Amount, Quantity, Gift Date, Gift Post Date, Gift Post Status, Gift Status, Gift Type, Gift Subtype, Appeal, Campaign ID, Fund, Payment Method, Mobile Phone #, Street Address, City, State, Zip, User-Defined 1, User-Defined 2 | CSV (Excel), PDF | ||
Raiser's Edge Gifts - Item Donations | Constituent ID, Name, Item ID, Amount, Gift Date, Gift Post Date, Gift Post Status, Gift Status, Gift Type, Gift Subtype, Appeal, Campaign ID, Fund, Payment Method, Mobile Phone #, Street Address, City, State, Zip, User-Defined 1, User-Defined 2 | CSV (Excel), PDF | ||
Raiser's Edge Gifts - Live Auction | Constituent ID, Name, Package ID, Amount, Gift Date, Gift Post Date, Gift Post Status, Gift Status, Gift Type, Gift Subtype, Appeal, Campaign ID, Fund, Payment Method, Mobile Phone #, Street Address, City, State, Zip, User-Defined 1, User-Defined 2 | CSV (Excel), PDF | ||
Raiser's Edge Gifts - Money Donations | Constituent ID, Name, Package ID, Amount, Gift Date, Gift Post Date, Gift Post Status, Gift Status, Gift Type, Gift Subtype, Appeal, Campaign ID, Fund, Payment Method, Mobile Phone #, Street Address, City, State, Zip, User-Defined 1, User-Defined 2 | CSV (Excel), PDF | ||
Raiser's Edge Gifts - Silent Auction | Constituent ID, Name, Package ID, Amount, Gift Date, Gift Post Date, Gift Post Status, Gift Status, Gift Type, Gift Subtype, Appeal, Campaign ID, Fund, Payment Method, Mobile Phone #, Street Address, City, State, Zip, User-Defined 1, User-Defined 2 | CSV (Excel), PDF | ||
Raiser's Edge Gifts - Tickets | Constituent ID, Name, Package ID, Amount, Gift Date, Gift Post Date, Gift Post Status, Gift Status, Gift Type, Gift Subtype, Appeal, Campaign ID, Fund, Payment Method, Mobile Phone #, Street Address, City, State, Zip, User-Defined 1, User-Defined 2 | CSV (Excel), PDF |
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