DOCS

CSV export

> Requires: Fundations Pro (for donations report and tips export)

Fundations Pro provides CSV export from two locations: the Analytics Dashboard (donation data) and the Platform Tips page (tip data). Both exports are synchronous and download immediately.

Why use this

Exporting to CSV lets you import donation and tip data into accounting software, spreadsheets, or other tools outside WordPress.

What it does

Donations export

Available from the Analytics Dashboard at Fundations → Reports. The export respects all active filters (date range, fundation, type, status). The download is a standard CSV file.

Fixed columns:

ColumnDescription
DateDonation date
Donor NameFull name of the donor
EmailDonor email address
AmountDonation amount
TypeOne-time or recurring
StatusDonation status
FundationTitle of the related fundation
MessageDonor message if provided

Tips export

Available from the Platform Tips page at Fundations → Platform Tips. The export respects active date range and status filters.

Fixed columns:

ColumnDescription
DateDonation date
Donor NameFull name of the donor
Donor EmailDonor email address
Donation AmountBase donation amount (without tip)
Tip AmountTip amount
Tip PercentagePercentage chosen by donor
StatusCollected or uncollected
Collected DateDate marked as collected (if applicable)

The tips CSV uses semicolons as delimiters and includes a UTF-8 byte order mark. A totals row is appended at the end. The filename follows the pattern platform-tips-{from}-to-{to}.csv.

How to use it

Export donations

  1. Go to Fundations → Reports.
  2. Apply date range and any other filters.
  3. Click Export CSV.
  4. The file downloads immediately.

Export tips

  1. Go to Fundations → Platform Tips.
  2. Apply date range and status filters.
  3. Click Export CSV.
  4. The file downloads immediately.

What you can and cannot do

  • You can export with any combination of active filters applied.
  • You cannot export to Excel (.xlsx). Only CSV is supported.
  • You cannot select which columns to include. The column set is fixed for both exports.
  • You cannot schedule automatic exports.
  • Large exports may time out on servers with low PHP execution time limits. There is no background processing. If you have thousands of records, increase max_execution_time in PHP configuration or export in smaller date ranges.

Troubleshooting

The download is empty. Confirm data is visible in the dashboard or tips list before exporting. If data is visible but the CSV is empty, check that your server allows the php://output stream wrapper.

The file opens with garbled characters in Excel. For the tips export, the UTF-8 BOM is included to help Excel detect encoding. If issues persist, open Excel and import via Data → From Text/CSV, selecting UTF-8 manually.

For the donations export (no BOM), use the same import method.

The export times out. Export a smaller date range. Alternatively, increase the PHP max_execution_time limit on your server.

Developer reference

Donations export endpoint

  • AJAX action: get_fund_export_report
  • Nonce: get_fund_reports_nonce
  • Capability: manage_options
  • Accepted parameters: date_from, date_to, action_id, type, status, format (only csv is supported)

Tips export endpoint

  • AJAX action: get_fund_export_tips
  • Nonce: get_fund_tips_nonce
  • Capability: manage_options
  • Accepted parameters: date_from, date_to, status