Hi there, thanks for your interest in Give!
1) We’re in the middle of finalizing our Docs on the Export options, but here’s a screenshot:
https://www.dropbox.com/s/42bzmfvobctr9s4/2016-08-12%2013_14_43-Donation%20Reports%20%E2%80%B9%20Give%20Plugin%20Dev%20%E2%80%94%20WordPress.png?dl=0
You’re best bet for seeing donations from a certain category is to use the “Export Donation History” option. You won’t see a column for Category, but there is one for Form Title. You can filter the CSV file (in Excel or Google Sheets) to show ONLY the form titles you want and get the same result as you are seeking. Here’s a screenshot example of that report in Excel:
https://www.dropbox.com/s/gm950dgo5uxa9y0/2016-08-12%2013_17_53-give-export-payments-08-12-2016.csv%20-%20Excel.png?dl=0
But adding a dedicated column for category and tag is a good feature request.
2) Adding 3% to the total donation amount doesn’t actually get you the result you’re looking for. That feature has to be available in the Payment Gateway. That way, the exact fee is applied ONLY to the donor, and your organization gets the full donation amount correctly. Currently, WePay is the only gateway that supports that natively.
We are considering adding that into the free plugin, but for Gateways that don’t support it, it would do some fancy calculations, and most often you’d still lose a penny here or there.
Thanks!
Matt,
Thanks for your timely reply! A quick followup:
1) Great, we can get the functionality we need from existing features.
2) If we wanted to add 2% or 2.5% or 3% (or whatever) as an optional payment for the user, we wouldn’t have to have the gateway support that you are talking about. We would receive the entire amount from the gateway folks, then we could on our own subtract the x% from what we received and use that amount to pay the gateway. Does this make sense to you? Is it something we can manage to do with your current features / functionality? Or would we just have to do without for now?
Thanks again.
Regarding #2, here’s an example of why just adding 2 or 3% doesn’t work:
Donor donates $100. Your payment gateway takes 2.9% plus $0.30. That means you get $96.8.
If you added 3% to $100 the total would be $103, the payment gateway would then take 2.9% + $0.30 from THAT total, which would give you $99.72 … still not the same if the donor just paid the original 2.9% + $0.30 themselves directly with gateway support.
That’s why we haven’t implemented this feature yet. So at the moment, you’d have to do without the feature until we build it out in a way that actually makes dollars and cents work correctly across all our gateways.
Thanks!
