Report Builder
Introduction
This data dictionary is a guide to how we define & structure the content we’re making available to users through the Report Builder. These definitions are exclusively for data available via the Report Builder in your ActBlue Dashboard. This feature allows users to build, generate, and save reports.
Saved report templates allow users to save and generate reports on demand with a custom selection of columns, filters, and date ranges. Once you build a report you can save it as a template from which you can generate on demand without needing to rebuild. Templates save column and filter choices but a date range must be selected each time.
Filters are based on the status of the contribution when the report is generated. Disbursed contributions have an associated check or wire date. Un-disbursed contributions are contributions received that have not yet been disbursed to the fundraising entity. These contributions are considered “pending”.
Please visit the Reporting Center in your ActBlue Dashboard for contributions by disbursement.
Data Dictionary
Contribution
| Name | Description | Notes |
|---|---|---|
| Amount | Dollar amount of contribution | |
| Lineitem ID | Uniquely identifies contributions across recurrences and recipients; each recurrence of a contribution will have a different value, as will each recipient of a split contribution. | This field can be used as a unique identifier for each row of data in reports generated by the Report Builder. |
| Order Number | Donors use this number as a reference when they contact ActBlue’s customer service team with questions or concerns. This number will remain the same for each recurrence under a recurring contribution. | Equivalent to the 'Receipt ID' field in other CSV downloads. Order Number is not a unique identifier as it will remain the same for each recurrence under a recurring contribution. |
| Paid At | Payment timestamp down to the second in Eastern Time | This field uses the America/New_York database timezone. Equivalent to 'Date' in other CSV downloads |
| Recipient | Organization or campaign that received the contribution | |
| Refcode | An optional tracking code included in links to the form where this contribution was made | |
| Refcode 2 | A second optional tracking code included in links to the form where this contribution was made | |
| Refunded? | Indicates whether or not the contribution was refunded. Possible values: 'true' or 'false' |
Contribution Form
| Name | Description | Notes |
|---|---|---|
| Contribution Form URL | The contribution form where the contribution was made | Equivalent to 'Fundraising Page' in other CSV downloads |
| Form Branding Name | The display name of the branding for the contribution form | This will be present for all contributions from Supporter Forms (forms managed by supporters that use one of your public brandings) as well as forms your group manages that use a branding. It will be empty for contributions from Community Forms (forms managed by supporters that do not use a branding), as well as forms managed by other campaigns or organizations. |
| Form Owner Email | The email address for the ActBlue user that created the community or supporter form | Equivalent to 'Fundraiser Contact Email' in other CSV downloads |
| Form Owner Type | Describes who manages the form and has the ability to edit it. Possible values: 'Managed by my group', 'Managed by another group', 'Managed by your supporters' (also known as Community and Supporter Forms), and 'Donor Dashboard' |
Donor
| Name | Description | Notes |
|---|---|---|
| Donor Address Line 1 | Donor's street address as entered on the contribution form or saved in the donor's ActBlue Express account | Equivalent to 'Donor Addr1' in other CSV downloads |
| Donor City | Donor's city as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Donor Country | Donor's country as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Donor Email | Donor's email as entered on the contribution form or saved in the donor's ActBlue Express account; on some Tandem forms, donors have the option of withholding their contact information when they give. On some Tandem forms, form owners may elect not to share donor emails. | |
| Donor Employer | Donor's employer as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Donor First Name | Donor's first name as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Donor Last Name | Donor's last name as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Donor Occupation | Donor's occupation as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Donor Phone | Donor's phone number as entered on the contribution form or saved in the donor's ActBlue Express account; on some Tandem forms, donors have the option of withholding their contact information when they give. | |
| Donor State | Donor's state abbreviation as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Donor U.S. Passport Number | U.S. Passport number when required for international donors | |
| Donor ZIP | Donor's zip code as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Employer Address Line 1 | The street address for the donor's employer as entered on the contribution form or saved in the donor's ActBlue Express account | Equivalent to 'Employer Addr1' in other CSV downloads |
| Employer City | The city for the donor's employer as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Employer Country | The country for the donor's employer as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Employer State | The state for the donor's employer as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Employer Zip | The zip code for the donor's employer as entered on the contribution form or saved in the donor's ActBlue Express account | |
| Text Message Opt-In | Donor response to text message opt-in; values: unknown, opt_in, opt_out |
Recipient
| Name | Description | Notes |
|---|---|---|
| Recipient Committee | The committee name of the contribution recipient | For groups without a Committee this will be the recipient’s display name |
| Recipient Gov ID | The FEC or other government ID for the contribution recipient, if it exists | |
| Recipient ID | The ActBlue ID for the contribution recipient |
Recurring
| Name | Description | Notes |
|---|---|---|
| Bump Your Recurring Amount | For donors who accepted the Bump Your Recurring upsell, the amount by which they increased their recurring contribution. | |
| Bump Your Recurring Link | Add this column to your report to generate a link that directs existing recurring donors to the Bump Your Recurring page, where they will be prompted to increase the recurring contribution amount. This link only functions for active monthly recurring donations given through an ActBlue Express account. | |
| Bump Your Recurring Seen | Indicates whether the donor saw the Bump Your Recurring page. Possible values: 'true' or 'false' | |
| Bump Your Recurring Succeeded | Indicates whether the donor accepted the Bump Your Recurring upsell. Possible values: 'true' or 'false' | |
| Cancelled Recurring? | Indicates whether or not a recurring contribution was cancelled. Possible values: 'true' or 'false' | |
| Initial Recurring Contribution Date | Date the recurring contribution was initially created. For non-recurring contributions, this will be blank. | |
| Is Recurring | Indicates whether or not the initial contribution is a recurring contribution. Possible values: 'true' or 'false' | |
| Pledged Recurring Duration | Donors have the option of specifying the number of months or weeks a contribution recurs. If this is the case, the number of pledged periods they specified will be displayed here, including the initial contribution. If they do not limit the number of pledged periods, this cell will display 'unlimited.' If this cell is empty, this contribution is either a cancelled recurring contribution or is not recurring. | Duration can be affected by legislative blackout dates, declined contributions, or other donor actions. Equivalent to 'Recurring Total Months' in other CSV downloads, except that it also includes the duration for weekly contributions. Use the Recurring Type column to differentiate between monthly and weekly recurring contributions. |
| Recurrence Number | A zero-based count of the number of recurrences processed. This will be '0' for one-time contributions. | For recurring contributions, the initial contribution will display '0' |
| Recurring Amount | Indicates expected value of the next recurrence of this contribution. This can differ from the Contribution Amount when Smart Recurring is used, or if the recurring contribution was edited. | Equivalent to 'Monthly Recurring Amount' in other CSV downloads |
| Recurring Type | Indicates whether contribution was monthly or weekly |
Payment
| Name | Description | Notes |
|---|---|---|
| Card AVS | Address Verification Service response | Only available to groups who are required to report payment source info for compliance. |
| Card Expiration | Expiration date of the card used to pay for this contribution. | Only available to groups who are required to report payment source info for compliance. |
| Card Last 4 | The last 4 digits of the card used to pay for this contribution. | Only available to groups who are required to report payment source info for compliance. |
| Card Type | The issuer of the card used to pay for this contribution. | Only available to groups who are required to report payment source information for compliance and groups accepting American Express. |
| Disbursed At | The date of the original disbursement that this contribution was part of | Equivalent to ‘Check Date’ in other CSV downloads |
| Disbursement Check Number | The original check number for the disbursement of this contribution | Equivalent to ‘Check Number’ in other CSV downloads |
| Fee | This amount is only the ActBlue fee | |
| Payment Method | Indicates the type of payment method used. Possible values: 'Apple Pay®', 'Google Pay™', 'Card', 'PayPal™', 'Venmo™' | |
| Payment Processor | For accounts that have transitioned payment processors and need to differentiate contributions. Possible values: 'Stripe', 'WorldPay', 'PayPal' | |
| Recovery Date | The recovery date of the contribution; this date should match the check date that the recovered contribution was subtracted from | |
| Recovery ID | The recovery ID of the contribution; a contribution is "recovered" if a donor requests a refund after the contribution was disbursed to the contribution recipient by ActBlue. This ID corresponds to the disbursement ID the funds were subtracted from after the contribution was refunded. | |
| Refund Date | The refund date of the contribution |
Feature Usage
| Name | Description | Notes |
|---|---|---|
| AB Test Name | The name of the A/B test running when this contribution was made; if empty, this contribution was not part of an A/B test | |
| AB Variation | The variation for the A/B test running when this contribution was made, typically either 'control' or 'variant;' if empty, this contribution was not part of an A/B test | |
| ActBlue Express Contribution | Indicates whether the donor made this contribution through an ActBlue Express account. Possible values: 'true' or 'false' | |
| Custom Field Label | Label of custom field if one is included on the contribution form | |
| Custom Field Value | Response to custom field if one is included on the contribution form and answered | |
| Gift Declined | Indicates whether the donor declined the promotional gift. Possible values: 'true' or 'false'. | |
| Gift Identifier Shown | What promotional gift a donor saw even if the donor declined or did not give a recurring contribution | Equivalent to ‘Gift Identifier’ in other CSV downloads |
| Recurring Upsell Shown | Indicates whether the donor saw a post-donation recurring upsell window when making this contribution. Possible values: 'true' or 'false' | |
| Recurring Upsell Succeeded | Indicates whether the donor saw and accepted a recurring upsell window when making this contribution. Possible values: 'true' or 'false' | |
| Shipping Addr1 | Donor-supplied shipping street address if promotional gift accepted | |
| Shipping City | Donor-supplied shipping city if promotional gift accepted | |
| Shipping Country | Donor-supplied shipping country if promotional gift accepted | |
| Shipping State | Donor-supplied shipping state if promotional gift accepted | |
| Shipping Zip | Donor-supplied shipping zip code if promotional gift accepted | |
| Smart Boost Amount | Amount added to contribution after successful Smart Boost conversion | |
| Smart Boost Shown | Indicates whether the donor saw the Smart Boost window after completing initial contribution. Possible values: 'true' or 'false' | |
| Smart Recurring | Indicates if this was a contribution made via the Smart Recurring feature. Smart Recurring donations typically have a different recurring amount than the initial contribution. Possible values: 'true' or 'false' | |
| Via Mobile | Indicates whether the contribution was made on a mobile device. Possible values: 'true' or 'false' | Equivalent to 'Mobile' in other CSV downloads |
Google Pay is a trademark of Google LLC.
© 2009 PayPal, Inc. All rights reserved. PayPal and the PayPal logo are trademarks of PayPal, Inc. Other names, trademarks and brands are the property of their respective owners.