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 Tip! Use "Linked Bidders with Different Last Names" filter to review for any supporters who may have unintentionally been associated to the same Bidder #.	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 Tip! Use the Seated Supporters filtering to get just a list of supporters with a table assignment.	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 Tip! Use this report to review that items have been correctly packaged. Items MUST be packaged in order to be visible to your supporters!	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 Tip! If you are staggering end times of certain packages or categories during your silent auction, use this report to review that all timing information is correct!	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 Tip! To ensure an item is included in this report, go to its Item Edit page and set the "Gift Certificate" field to "Organization to Create." Use the "Gift Certificate Redemption" field to fill out instructions for the winner.	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	View Sample

TICKETS

Report Name	Description	Sort & Filter	Format	Sample Link
Ticket Assignments	Displays each ticket with basic ticket holder information Tip! Use the "Ticket Purchaser Name" sorting option to break down ticket assignments by purchasing sponsors.	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 Tip! If you only need to see the selections of one ticket option (e.g. Meal Selection), run the Excel Export - Ticket Options report and use Excel filters to pare down the list.	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	View Sample

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 mobile bidding 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 Tip! Set the "Past Purchases" Display Option to No if you simply need a blank form for guests to manually sign for NEW purchases. Set to Yes if you want to use this report to show users who has already purchased the package (useful for sign-up parties).	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 Tip! Only fixed price packages with the "Display Attendee List" box checked will show up on this report.	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 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 Tip! Use this report in conjunction with the Unsold Packages (Items with No Bids) report to determine if any bidders were watching any of your leftover packages; consider reaching out and offering the unsold package at a special price!	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 Tip! Looking for this data in exportable format? Check out Excel Export - Purchases & Payments under the Exports section!	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 Tip! Looking for this data in exportable format? Check out Excel Export - Packages under the Exports section! This export contains a column for package proceeds.	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 Tip! If using donation packages for voting or a contest, sort by Total Donated to quickly see which donation package is leading the pack!	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 OneCause 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 Tip! Looking for this data in exportable format? Check out Excel Export - Payment History under the Exports section!	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	View Sample

BILLING

Report Name	Description	Sort & Filter	Format	Sample Link
Convenience & Ticketing Fee Summary	Breaks down all transactional fees charged by OneCause	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 Planner 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; Can be used as Firesale reporting by sorting Excel file by descending End Time.	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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