Read the donations list
Every donation across every source in one place. Filter, sort, and reconcile from a single screen.
The donations list is your unified ledger across Stripe forms, checkout links, NationBuilder sync, Raisely sync, and manually-logged offline gifts. It's the screen you live on during a campaign and the one you reconcile at end of month.
Before you start
You need:
- Any role on your org (VIEWER and above can read the list).
- At least one donation through one of the connected sources, otherwise the list is empty.
The table
Go to Donations. The table shows one row per donation, newest first by default. Columns:
| Column | What it shows |
|---|---|
| Donor | The donor's display name. Click to open the donor detail page. |
| Amount | Gross donation amount in AUD. Includes the donor's contribution to processing fees if your form is configured for it. |
| Date | When the donation was made (donor's intent), not when it settled in your bank. Converted to your org's timezone. |
| Source | Where it came from. See Donation sources. |
| Status | Where the donation is in its lifecycle. See Donation statuses. |
Filters
The controls above the table narrow the view. Pill filters (Source, Status, Date presets) apply instantly when clicked. The form below them (custom date, amount, tracking code) commits on Apply. Everything stacks: combine them to land on the precise slice you want.
- Source. Only sources you've actually received donations from appear in the pill bar. New connections appear automatically once their first donation lands.
- Status. Three groups:
- Settled rolls up CONFIRMED and REFUNDED (a refunded donation was settled at some point).
- Pending covers BECS / PayTo while the bank network is still processing, plus PaymentIntents that haven't completed.
- Failed for terminal failures.
- Date range. Pick a preset (Last 24h, Last 7d, Last 30d, This month, This quarter, This year) or enter custom from / to dates. From and to are inclusive and evaluated in your org's timezone.
- Amount. Min and max in AUD. Both ends inclusive. Useful for isolating major gifts or excluding micro-donations.
- Tracking code. Case-insensitive contains-match against the donation's tracking code. Useful for slicing a campaign tag without touching form configuration.
Reset filters (visible when any filter is active) clears all filters at once.
The summary cards at the top of the page show total amount, donation count, average donation, and refunded total. They reflect the current filter set but always count confirmed donations only, regardless of which Status pill you're on.
Reading a single donation
Click any row to open the donation detail. You'll see:
- Donor identity (with link to their full record).
- Fee breakdown: the gross amount, the platform fee, and the net amount received — shown when a fee was recorded for the donation.
- Payment method (card last-4, BECS bank, PayTo agreement, or "Manual").
- Stripe IDs (PaymentIntent, Charge) if applicable, with links into the Stripe dashboard for ADMINs.
- Receipt timeline: when the donation was created, when payment processed, when the receipt email was sent.
- Cross-references: the form, link, or import that generated the row.
What to do next
- Reconcile against your bank by filtering Status = Settled and Date = last month, then comparing the total to your Stripe deposits.
- Investigate failures by filtering Status = Failed. A spike often indicates a Stripe Connect issue or a payment-method outage.
- Check donor history by clicking through to any donor's detail page from the table.