Donation analytics and export
Read donation trends and download records for reconciliation.
Donation analytics and export
The donation analytics page is /analytics/donations. The older /donations/analytics route redirects to it while preserving the selected range.
Supported ranges
Choose one of the available periods:
- 7 days
- 30 days
- 90 days
- 12 months
The selected period affects the trend and comparison cards on the page.
Analytics cards
The organization donation analytics includes:
- Revenue trend split between one-time and recurring donations
- Donation funnel: form viewed, checkout started, and donation completed
- Overall and step conversion rates
- Recurring retention: monthly recurring revenue, active donors, churn, started, and canceled
- Top projects by amount raised in the period
- Giving by category
The organization overview at /donations adds total raised, this month, recurring per month, active projects, donor count, recent donations, and failed recurring payments.
Empty states are valid results. They mean that no matching donation or tracked funnel activity exists in the selected period; they are not proof that the integration is broken.
CSV donation export
The overview’s Export CSV action opens /donations/export?organizationId=…. The export contains a row per donation and includes:
- Effective date fields used by the export
- Donor and email, or anonymous values
- Project
- Donation type
- Giving category
- Source
- Status
- Amount and currency
- Platform fee field
- Stripe payment intent
- Stripe subscription
The export is private and should be stored with appropriate access controls. Use it for reconciliation and reporting, not as a public donor list.
Stripe reconciliation
The Payments tab also has a connected-account reconciliation export for a selected date range. It is different from the donation CSV: one is organization donation data, the other is connected-account balance movement data. Compare them with the organization’s bank and provider records.
Reading totals carefully
- Confirmed overview totals use succeeded donations.
- Refunds and disputes reduce the money available to the organization even when an earlier donation record exists.
- The recurring KPI normalizes intervals to a monthly figure for comparison.
- A category is the donor’s giving intention; a project is the campaign grouping.
- Fee-cover amounts are not a substitute for provider settlement records.