Please note: This report displays data from service integrations. The export history will be blank if your organization does not have a service integration.

For organizations using Qgiv service integrations, it's now possible to use a report to view your export history and determine the status of exported records for a specified date range across all of your integrations.

This new report is helpful for determining export errors, which records exported successfully, and the status of other exported records. You can also use Advanced Filtering to look at records with a specific export status, look at results for a specific service integration, or identify exports from specific Qgiv forms.

This makes reconciling your exported Qgiv data with the data uploaded to your service integration a simpler and more efficient process.

Contents:

• Getting Started
• Navigating the Report and Advanced Filtering
• Reviewing and Resolving Export Statuses
• Downloading the Report

Getting Started

To access the Export History Report, hover over Reporting on your Qgiv dashboard, then select Reports. On the reporting screen, look for Export History under the Transaction Reports heading and then click View Report.

This opens the Export History report.

Navigating the Report and Advanced Filtering

First, you’ll see a search field in which you can search by name or transaction ID to locate specific transactions. You can search multiple names by separating them with commas. For instance, searching for "Betty, Skip, and Francis" will result in a list of donations made by donors with the first names Betty, Skip, or Francis. You can also search for a range of numbers. This can be helpful for locating donations falling into a range of transaction IDs.  

Beneath the search criteria is a table of exports for the default date range. You can adjust the date range via the Range drop-down menu above the table. 

Please note: The report can display records that have been exported within the past three years. Records older than three years will not be displayed.

To the left of the Range drop-down menu is the Advanced Filtering button where you can apply specific search criteria to your export history.

There are six filters that can be applied in the Advanced Filtering menu:

• Forms: This allows you to select a single Qgiv form or multiple forms.
• Form Tags: Here you can filter by one or more internal tags.
• Export Status: This allows you to filter results based on one or more export statuses. To learn more about reviewing and resolving export statuses, skip to this section.
• Service: This allows you to filter exports for specific service integrations. You can select one or multiple service integrations to filter results by.
• Frequency: This allows you to filter records by one-time or recurring.
• Transaction Email Export Issue: If any of your exports experienced an issue related to email addresses, this allow you to filter by the specific type of issue.

You can also apply multiple Advanced Filters simultaneously.

To reset your Advanced Filters, simply select Reset Filters to the right of your selected filters. If you wish to save this combination of filters as a new report, select Save as Custom Report to the right of the Reset Filters button.

Above the Advanced Filters button is a search bar that lets you look for specific records.

You can look up export records containing a specified name, email, transaction ID, or history ID.

Reviewing and Resolving Export Statuses

When it comes to export statuses, any export marked failure did not export to the service integration correctly. 

Bloomerang users may notice an an additional icon in the Export Status column for successful exports. Hover over the icon to see more details. The message will also display in the Export History Report.

If the record failed because of a fixable reason, like a missing email address when exporting to your email service provider, the record can be corrected and the export retried. Clicking or hovering on the Export Status may provide the reason for the exclusion or export failure.*

*Note that Mailchimp does not always provide a reason for export exclusion or failure. 

For DonorPerfect exports, if you see a status of Queued, it means that the record has not yet been exported. For example, when the export begins, all records will be marked as Queued until they move to In Progress and then to their final export status. If something interrupts the export, records that are Queued will be retried with the next export.

If the status of an export has been In Progress for more than 24 hours there's a good chance the export encountered a fatal error and did not complete. Click the Retry button in this instance to try to export the records again. If, however, the export status is marked as In Progress, but you see it in the integration, you can now change the status to Success manually.

The status of the export can be changed manually in the Export History report from Failure or In Progress to Retry or Success. When the service integration is run again, a failed export will be attempted again. A successful export marked as In Progress will not be exported twice.

To reset the status of an export, first, click the status in the Export History report. A popup will appear. Select a new status manually from the drop-down menu and then confirm the new status by clicking Reset Status.

If you select Retry, the record will be exported to the service integration the next time the integration is run (so long as the start date of the integration isn't set to before the transaction date). 

If you need to change the export status of multiple records, use the Group Edit feature. Check the box next to the ID for every record you want to change, and then click Group Edit.

Select your desired Status from the drop-down, and then click Apply.

Please note: Transactions with an Export Status of “Success” are not editable, so you won’t be able to check the box for a Group Edit.

Downloading the Report

To download the export history report, simply click the Download: Export History button. A drop-down menu will appear allowing you to choose a file type. Your options are an Excel file or a CSV file. Once the file type is selected, the Export history will be downloaded to your computer in the specified file format.

The Excel or CSV file will include additional fields.