CONNECT: Reports

With Click & Pledge you can run prebuilt template reports, create custom reports, and download any report as an Excel-compatible CSV file. Pre-built reports are available on your account and campaign dashboards. 

Navigate to Reports

1. In the top right corner, select Launcher.
2.  Click Transactions & Reports.
3.  The Reports section will appear.
4. From here you can choose among reports.

Overview of Custom and System Reports

System Reports are ready to run out of the box. Choose from a library of prebuilt templates — such as the Consolidated Report, Detailed Report, Quick Report, and recurring payment summaries — then refine the results using date ranges and filters, and rearrange columns to suit your view.

Custom Reports give you full control over your data. Build a report from scratch by selecting exactly the fields you want, applying filters, and saving your configuration to reuse anytime. Custom Reports are ideal when the prebuilt options don't quite match your reporting needs.

Both report types support filtering by field and value, date range selection, column sorting and removal, and downloading results as an Excel-compatible CSV file.

Report Features

Filter
 

A Filter lets you narrow down specific information from your account's database. You can add as many filters as needed.
1.    Click ADD FILTER.
2.    Enter your filter conditions (Field Name, Operator, Value).
3.    To add more filters, repeat steps 1–2.
4.    Click RUN QUERY.
 

Drag & Drop
 

Use Drag & Drop to rearrange columns in System Reports, or to add/remove columns in Custom Reports.
1.    Move your pointer to the field or column you want to move.
2.    Press and hold the mouse button to "grab" the object.
3.    Drag it to the desired location.
4.    Release the mouse button to "drop" it in place.

 

Edit Report Columns

You can sort and remove columns in both System and Custom Reports.
•    Click the down arrow on any column header to sort ascending, sort descending, or remove that column.
•    To remove all columns at once, click Remove All Columns on the right side of the Preview area.
 

 
System Reports

1. Click the Reports tab to see the list of prebuilt System Reports (e.g., Consolidated Report, Detailed Report, Quick Report, Cards Expiring, Recurring Payments, etc.).
2. Click any report name to open it. From there you can: 
   • Select a Date Range
   • Filter data using ADD FILTER
   • Use Drag & Drop to rearrange columns
   • Click Download to export as a CSV file
   • Click Save as Custom Report to save your configuration

 
Custom Reports

To create a new Custom Report:

1. Click the Custom Reports tab, then click NEW REPORT.
2. Enter a Report Name.
3. Select your Date Range (Range, From, To).
4. Add Filters if needed (click ADD FILTER and enter conditions).
5. If you changed filters or the date range, click RUN QUERY to refresh the preview.
6. Drag & Drop fields from the Fields panel into the Preview area to choose your columns.
7. Click SAVE REPORT to save it, or DOWNLOAD to export immediately as a CSV.

To manage existing Custom Reports, use the action icons next to each report name:

• Pencil icon — Edit the report
• Duplicate icon — Copy the report
• Trash icon — Delete the report
   

Declined Transaction Report

With reports you may use filters to pare into your data further. One popular use of this would be for creating a report with reasons for declined transactions. The Decline Reason is the response received back from the bank.

To run a report on declines you can:

1. Choose a System Report like the Quick Report or Consolidated Report


Or if you prefer to create a custom report, be sure to include the field "Decline Reason" in a column.



2. Choose your date range.
3. Click Add Filter
4. In Field Name select Payment Status
5. In Operator select Equal
6. In Value select Declined
7. Click Run Query button




8. Click an option. Click Save Report to be able to recall the report or Download to download it to your computer. in the report the Decline Reason column will show the bank's decline reason.

Stripe (Deposit) Reports

You may download a report by month or Payout Date. Note that the "Fund Date" field is the day funds are released to your bank account. Individual banks may vary on when those funds may show as a deposit. 


 

ProPay (Deposit) Reports

If you use the ProPay Gateway, you may run reports monthly or for those transactions that share the same Sweep ID. ProPay Reports do not reflect deposit fees. If your account has a deposit fee then the amount reflected in the your organization’s bank deposit for that day will be the Sum of your Net Amount minus the deposit fee.

Your downloaded settlement report is a comma-separated file (CSV) that can be opened in a spreadsheet program like Excel or Google Sheets.

 

What Gateway do I use?

To verify your Gateway Type:

1. Click Launcher icon.
2. Select Settings.
3. On the left side menu, click Account Information.
4. Your Gateway will be provided.

If you have questions concerning Gateways, please submit a ticket to support .




 

Download the ProPay Report

To access ProPay Reports, click the Launcher icon and choose Transactions & Reports.

You may pull a report for each settlement day or by month.

1. Click the PROPAY REPORTS tab.
2. Select a Year and Month from the dropbox list.
3. You will be provided a list of Propay Reports available during your selected time frame. Choose a report and click Download. This will download the report to your device.

ProPay Terms & Field Definitions

Your ProPay Reports download as "comma delimited text" (.csv) files, an industry-standard way to distribute data that can be opened by many data tools.  The most common tool to open a .csv is Excel.

Calculate the amount of an expected batch from a day's Propay Report (Current Pricing) :

Gross Amount - Per Transaction Fee - Discount Fee - Per Deposit fee = Deposit Amount

Your organization's bank may list more than one batch as a single deposit, typically grouping deposits made over a weekend or holiday.

Calculated Fields at the top of the report

• Transaction Count - Number of transactions in the "sweep."
• Gross Amount - Total of the gross amount received in the sweep or month.
• Per Transaction Fees - Total of the per transaction fees in the sweep or month.
• Discount Fees - Total of the percentage fees charged for each transaction.  Does not include the per deposit fee.
• Net Amount - Total of the calculated Gross Amount minus Per Transaction Fees minus Discount Fees
• Sweep Count (month report only) - Number of batches, multiply by the per deposit fee to calculate total Deposit fees.

Report Fields

• Sweep ID – ProPay’s unique ID for the daily batch of transactions grouped for deposit to your organization’s bank account.
• Order Number – Your Click& Pledge unique ID for the transaction.
• C&P Transaction Date (Eastern Time) - Time stamp applied when the transaction was logged to the C&P account, then sent to ProPay for authorization.
• First Name & Last Name – Added for your reference.
• Fund Date (Mountain Time) - ProPay's timestamp for when a transaction is authorized for distribution.
• Gross Amount – Amount the Patron's card was charged.
• Per Transaction - the fee charged for each transaction, including pre-authorizations, declines, and credits  (Current Pricing) 
• Discount Fees - "percent per transaction" fee
• Net Amount - Gross Amount of the transaction minus the Total Fees (Per Trans and Disc Fees).

Additional fields from ProPay are available in Custom Reports under "ProPay Fields":

• ProPayTransaction Date (Mountain Time) - Time stamp applied when the transaction was received by ProPay from your C&P Account
• Response Code - Codes provided by ProPay that will have a corresponding description.
• Response Code Description -  A description provided by ProPay that the Response Code represents. Typically it indicates whether the transaction was successful or the reason for a transaction failed to process.