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INTRODUCTION

myBidPal Planner provides access to dozens of handy, detailed reports covering all aspects of your event. Below you'll find descriptions and samples of BidPal's various 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 BidPal 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'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

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 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

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 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

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 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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