Transactions & Reporting
5 Docs
Refunds
Last Updated: July 23, 2026Refunds are available inside transaction details for eligible Stripe payments. Refund workflow Open GiveBlocks > Transactions. Open the transaction details. Select the refund action. Enter a reason when requested. Confirm the refund. GiveBlocks sends the refund request through the Platform API for the transaction’s connected Stripe account and updates the local status after success. Important...
Overview and financial reports
Last Updated: July 23, 2026Overview The Overview dashboard displays: Net Revenue Donations Ticket Sales Supporters Comparison with the equivalent prior-year period Net revenue over time Event and donation breakdowns Top-performing campaigns Upward comparisons are green and downward comparisons are red. Reports Reports include: Total taken in/gross Fees paid by donors Fees paid by the organization Net revenue/total raised Itemized...
Donors Directory
Last Updated: July 23, 2026The directory groups completed donations and ticket orders by normalized donor email. It displays: Donor name Email Lifetime donation total Lifetime ticket purchase total Total transactions Lifetime combined total Use consistent email addresses when importing data. Different or blank emails can prevent records from grouping as expected. The directory can be searched and exported to...
Importing transactions from CSV
Last Updated: July 23, 2026Open GiveBlocks > Import CSV. CSV import adds historical records to GiveBlocks. It does not create or charge a Stripe payment. Import workflow Choose a CSV file. Select Donation or Ticket sale. Select the matching campaign/event. Choose how an existing Order ID should be handled. Select Upload and Match Columns. Map the CSV columns. Review...
Transactions
Last Updated: July 23, 2026Open GiveBlocks > Transactions. Filtering Transactions can be filtered by: Donor/attendee name or email Campaign Period Transaction type Supported reporting periods include year to date, this month, last month, this quarter, last quarter, and custom dates where available. Summary The selected-period summary includes: Gross paid Net received Transaction count Transaction fields The ledger can show:...