{"title":"Monitor donations","category":"default","creationDate":1631710800,"content":"<div class=\"additional-info-block output-inline\">\n<h5 class=\"article__heading additional-info-block__title\">Read more<\/h5><div class=\"additional-info-block__body\"><p><img src=\"\/reporting\/monitor-donations\/giving.svg?resize=28\" alt=\"\" \/>&nbsp;Learn more about <a href=\"https:\/\/www.adyen.com\/giving\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Adyen Giving on adyen.com<\/a>.<\/p><\/div><\/div>\n\n<p>With Adyen Giving, you can give shoppers the option to donate to a nonprofit. You can monitor, analyze, share insights, and optimize the impact of donations using the <a href=\"#dashboard-giving\">Giving overview dashboard<\/a>, the <a href=\"#report-giving\">Giving downloadable report<\/a>, and the <a href=\"#report-giving-insights\">Giving insights report<\/a>.<\/p>\n<div class=\"notices blue\">\n<p>The Giving reports and dashboard are updated daily at the end of the day in the Central European Time (CET) timezone. Donations will be visible in the system after the daily update.<\/p>\n<\/div>\n<h2>Prerequisites<\/h2>\n<p>To view the Giving reports and dashboard, you have to <a href=\"#see-also-giving\">enable Giving<\/a> in your Customer Area.<br \/>\nAfter you enable Giving, you can assign the View Giving overview user role.<\/p>\n<p>The following table shows which <a href=\"\/pt\/account\/user-roles\">user roles<\/a> are required for which actions:<\/p>\n<table>\n<thead>\n<tr>\n<th>User actions<\/th>\n<th>User roles<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>View previously generated Giving reports, and view the Giving dashboard<\/td>\n<td><ul><li markdown=\"1\">View Giving overview<\/li><\/ul>To create a view only role, you must <strong>remove<\/strong> the following roles: <ul><li markdown=\"1\">Pay by Link Interface (Online Payments section)<\/li><li markdown=\"1\">Merchant POS standard role (In-person payments (POS) section)<\/li><li markdown=\"1\">View payments (Transactions section)<\/li><\/ul><\/td>\n<\/tr>\n<tr>\n<td>Generate new Giving reports, view Giving reports, other financial reports, and the Giving dashboard<\/td>\n<td><ul><li markdown=\"1\">View Giving overview<\/li><li markdown=\"1\">Merchant report<\/li><\/ul><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"dashboard-giving\">Giving overview dashboard<\/h2>\n<p>To open the dashboard:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/li>\n<li>Select <strong>Reports<\/strong> &gt; <strong>Giving overview<\/strong>.<\/li>\n<li>The dashboard overview page will open.<\/li>\n<\/ol>\n<p>You can filter the data shown in the dashboard. For example, you can filter on:<\/p>\n<ul>\n<li>Date range<\/li>\n<li>Currency<\/li>\n<li>Issuer country<\/li>\n<li>Shopper interaction<\/li>\n<\/ul>\n<p>You see an overview of totals based on the filters you applied, followed by a visualization of the donation amount, the donation count and the average donation value and totals.<\/p>\n<p>The dashboard shows performance information so that you can monitor donations.<br \/>\nYou can use the dashboard to get an understanding of the donation trends, and to share the insights with your organization.<\/p>\n<h2 id=\"report-giving\">Giving downloadable report<\/h2>\n<p>The Giving downloadable report gives you a granular perspective on donations. This report can be downloaded in either Comma-Separated Values (<code>.CSV<\/code>) or Excel (<code>.XLS<\/code> or <code>.XLSX<\/code>) format.<\/p>\n<p>The report lets you analyze specific shopper demographics, and answer questions such as how many shoppers from a specific country donated to a particular nonprofit by point-of-sale terminal, store, or online checkout.<\/p>\n<p><strong>Generating and downloading<\/strong>: Get this report <a href=\"\/pt\/reporting\/manually-get-reports\">manually<\/a> or <a href=\"\/pt\/reporting\/automatically-get-reports\">automatically<\/a>.<\/p>\n<p><strong>Time zone<\/strong>: CET time zone.<\/p>\n<p><strong>Date range<\/strong>: Select the date range of data included when you generate the report in your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/p>\n<p><strong>Availability<\/strong>: Available for <a href=\"\/pt\/account\/account-structure#company-account\">company accounts<\/a> and <a href=\"\/pt\/account\/account-structure#merchant-accounts\">merchant accounts<\/a>.<\/p>\n<h3 id=\"report-structure\">Report structure<\/h3>\n<h4 id=\"entries\">Entries<\/h4>\n<p>Under the header line, each line in the report is a separate entry.<\/p>\n<h4 id=\"columns\">Columns<\/h4>\n<p>Each column shows specific information about the entries.<\/p>\n<h5 id=\"standard-columns\">Standard columns<\/h5>\n<div class=\"sticky-table-container\">\n    \n<table>\n<thead>\n<tr>\n<th>#<\/th>\n<th>Column<\/th>\n<th>Data type<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1<\/td>\n<td>Merchant Account<\/td>\n<td>Unicode Text (80-character)<\/td>\n<td>The name of the merchant account that was used to process the original payment request. <br>The report may contain line items for multiple merchant accounts.<\/td>\n<\/tr>\n<tr>\n<td>2<\/td>\n<td>Shopper Interaction<\/td>\n<td>Alpha Text (30-character limit)<\/td>\n<td>The type of shopper interaction. Possible values: <em>POS<\/em>, <em>Ecommerce<\/em>, <em>ContAuth<\/em><\/td>\n<\/tr>\n<tr>\n<td>3<\/td>\n<td>Charity<\/td>\n<td>Unicode Text (80-character)<\/td>\n<td>The name of the nonprofit for the donation.<\/td>\n<\/tr>\n<tr>\n<td>4<\/td>\n<td>Issuer Country<\/td>\n<td>Alpha Text (80-character limit)<\/td>\n<td>The country\/region that issued the card that was used for the transaction.<\/td>\n<\/tr>\n<tr>\n<td>5<\/td>\n<td>Currency<\/td>\n<td>Alpha Text (3-character limit)<\/td>\n<td>The three-character <a href=\"https:\/\/en.wikipedia.org\/wiki\/ISO_4217\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">ISO currency code<\/a>.<\/td>\n<\/tr>\n<tr>\n<td>6<\/td>\n<td>Store Code<\/td>\n<td>Alphanumeric<\/td>\n<td>The identifier assigned to the store in your point-of-sale account, if available.<\/td>\n<\/tr>\n<tr>\n<td>7<\/td>\n<td>Store<\/td>\n<td>Unicode Text (80-character)<\/td>\n<td>The name of the store where the transaction took place, if available.<\/td>\n<\/tr>\n<tr>\n<td>8<\/td>\n<td>Terminal<\/td>\n<td>Unicode Text (80-character)<\/td>\n<td>The point-of-sale terminal identifier, if available.<\/td>\n<\/tr>\n<tr>\n<td>9<\/td>\n<td>Count<\/td>\n<td>Integer<\/td>\n<td>The total count of transactions for the given entry.<\/td>\n<\/tr>\n<tr>\n<td>10<\/td>\n<td>Value<\/td>\n<td>Numeric<\/td>\n<td>The total value of transactions for the given entry.<\/td>\n<\/tr>\n<tr>\n<td>11<\/td>\n<td>ADV<\/td>\n<td>Numeric<\/td>\n<td>The average value of the transactions for the given entry.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n<\/div>\n\n<h2 id=\"report-giving-insights\">Giving insights report<\/h2>\n<p>The Giving insights report shows donations grouped by merchant account or store within a specified date range. This report can be downloaded in either Comma-Separated Values (<code>.CSV<\/code>) or Excel (<code>.XLS<\/code> or <code>.XLSX<\/code>) format.<\/p>\n<p>The report lets you answer questions such as how frequently shoppers donated an amount of EUR 3 at a specific store, or at an online checkout.<\/p>\n<p><strong>Generating and downloading<\/strong>: Get this report <a href=\"\/pt\/reporting\/manually-get-reports\">manually<\/a> or <a href=\"\/pt\/reporting\/automatically-get-reports\">automatically<\/a>.<\/p>\n<p><strong>Time zone<\/strong>: CET time zone.<\/p>\n<p><strong>Date range<\/strong>: Select the date range of data included when you generate the report in your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/p>\n<p><strong>Availability<\/strong>: Available for <a href=\"\/pt\/account\/account-structure#company-account\">company accounts<\/a> and <a href=\"\/pt\/account\/account-structure#merchant-accounts\">merchant accounts<\/a>.<\/p>\n<h3 id=\"report-structure-2\">Report structure<\/h3>\n<h4 id=\"entries-2\">Entries<\/h4>\n<p>Under the header line, each line in the report is a separate entry.<\/p>\n<h4 id=\"columns-2\">Columns<\/h4>\n<p>Each column shows specific information about the entries.<\/p>\n<h5 id=\"standard-columns-2\">Standard columns<\/h5>\n<div class=\"sticky-table-container\">\n    \n<table>\n<thead>\n<tr>\n<th>#<\/th>\n<th>Column<\/th>\n<th>Data type<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1<\/td>\n<td>Merchant Account<\/td>\n<td>String<\/td>\n<td>The name of the merchant account that was used to process the original payment request. <br>The report may contain line items for multiple merchant accounts.<\/td>\n<\/tr>\n<tr>\n<td>2<\/td>\n<td>Charity Account<\/td>\n<td>String<\/td>\n<td>The name of the nonprofit for the donation.<\/td>\n<\/tr>\n<tr>\n<td>3<\/td>\n<td>Shopper Interaction<\/td>\n<td>String<\/td>\n<td>The type of shopper interaction. Possible values: <em>POS<\/em>, <em>Ecommerce<\/em>, <em>ContAuth<\/em><\/td>\n<\/tr>\n<tr>\n<td>4<\/td>\n<td>Store Code<\/td>\n<td>Int64<\/td>\n<td>The identifier assigned to the store in your point-of-sale account, if available.<\/td>\n<\/tr>\n<tr>\n<td>5<\/td>\n<td>Store<\/td>\n<td>String<\/td>\n<td>The name of the store where the transaction took place, if available.<\/td>\n<\/tr>\n<tr>\n<td>6<\/td>\n<td>Amount<\/td>\n<td>Float64<\/td>\n<td>The amount of the transaction.<\/td>\n<\/tr>\n<tr>\n<td>7<\/td>\n<td>Currency<\/td>\n<td>String<\/td>\n<td>The three-character <a href=\"https:\/\/en.wikipedia.org\/wiki\/ISO_4217\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">ISO currency code<\/a>.<\/td>\n<\/tr>\n<tr>\n<td>8<\/td>\n<td>Received Count<\/td>\n<td>Int64<\/td>\n<td>The number of times the donation was received.<\/td>\n<\/tr>\n<tr>\n<td>9<\/td>\n<td>Received Amount (EUR)<\/td>\n<td>Float64<\/td>\n<td>The total amount received, in EUR.<\/td>\n<\/tr>\n<tr>\n<td>10<\/td>\n<td>Received Amount<\/td>\n<td>Float64<\/td>\n<td>The total amount received, in the original currency.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n<\/div>\n\n<h2 id=\"see-also-giving\">See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/online-payments\/donations\/\"\n                        target=\"_self\"\n                        >\n                    Donations using Giving (Online payments)\n                <\/a><\/li><li><a href=\"\/point-of-sale\/donate\/\"\n                        target=\"_self\"\n                        >\n                    Donations using Giving (In-person payments)\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/pt\/reporting\/monitor-donations","articleFields":{"description":"Learn how you can get insights in donations using the Giving reports, and the dashboard.","feedback_component":true,"parameters":{"report_name":"Giving report","additional_columns":"false","time_zone":"CET","ca_type":"ca","automatic":"yes","dates":"range","company_level":"yes"}},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/reporting\/monitor-donations","title":"Monitor donations","content":"\nRead more&nbsp;Learn more about Adyen Giving on adyen.com.\n\nWith Adyen Giving, you can give shoppers the option to donate to a nonprofit. You can monitor, analyze, share insights, and optimize the impact of donations using the Giving overview dashboard, the Giving downloadable report, and the Giving insights report.\n\nThe Giving reports and dashboard are updated daily at the end of the day in the Central European Time (CET) timezone. Donations will be visible in the system after the daily update.\n\nPrerequisites\nTo view the Giving reports and dashboard, you have to enable Giving in your Customer Area.\nAfter you enable Giving, you can assign the View Giving overview user role.\nThe following table shows which user roles are required for which actions:\n\n\n\nUser actions\nUser roles\n\n\n\n\nView previously generated Giving reports, and view the Giving dashboard\nView Giving overviewTo create a view only role, you must remove the following roles: Pay by Link Interface (Online Payments section)Merchant POS standard role (In-person payments (POS) section)View payments (Transactions section)\n\n\nGenerate new Giving reports, view Giving reports, other financial reports, and the Giving dashboard\nView Giving overviewMerchant report\n\n\n\nGiving overview dashboard\nTo open the dashboard:\n\nLog in to your Customer Area.\nSelect Reports &gt; Giving overview.\nThe dashboard overview page will open.\n\nYou can filter the data shown in the dashboard. For example, you can filter on:\n\nDate range\nCurrency\nIssuer country\nShopper interaction\n\nYou see an overview of totals based on the filters you applied, followed by a visualization of the donation amount, the donation count and the average donation value and totals.\nThe dashboard shows performance information so that you can monitor donations.\nYou can use the dashboard to get an understanding of the donation trends, and to share the insights with your organization.\nGiving downloadable report\nThe Giving downloadable report gives you a granular perspective on donations. This report can be downloaded in either Comma-Separated Values (.CSV) or Excel (.XLS or .XLSX) format.\nThe report lets you analyze specific shopper demographics, and answer questions such as how many shoppers from a specific country donated to a particular nonprofit by point-of-sale terminal, store, or online checkout.\nGenerating and downloading: Get this report manually or automatically.\nTime zone: CET time zone.\nDate range: Select the date range of data included when you generate the report in your Customer Area.\nAvailability: Available for company accounts and merchant accounts.\nReport structure\nEntries\nUnder the header line, each line in the report is a separate entry.\nColumns\nEach column shows specific information about the entries.\nStandard columns\n\n    \n\n\n\n#\nColumn\nData type\nDescription\n\n\n\n\n1\nMerchant Account\nUnicode Text (80-character)\nThe name of the merchant account that was used to process the original payment request. The report may contain line items for multiple merchant accounts.\n\n\n2\nShopper Interaction\nAlpha Text (30-character limit)\nThe type of shopper interaction. Possible values: POS, Ecommerce, ContAuth\n\n\n3\nCharity\nUnicode Text (80-character)\nThe name of the nonprofit for the donation.\n\n\n4\nIssuer Country\nAlpha Text (80-character limit)\nThe country\/region that issued the card that was used for the transaction.\n\n\n5\nCurrency\nAlpha Text (3-character limit)\nThe three-character ISO currency code.\n\n\n6\nStore Code\nAlphanumeric\nThe identifier assigned to the store in your point-of-sale account, if available.\n\n\n7\nStore\nUnicode Text (80-character)\nThe name of the store where the transaction took place, if available.\n\n\n8\nTerminal\nUnicode Text (80-character)\nThe point-of-sale terminal identifier, if available.\n\n\n9\nCount\nInteger\nThe total count of transactions for the given entry.\n\n\n10\nValue\nNumeric\nThe total value of transactions for the given entry.\n\n\n11\nADV\nNumeric\nThe average value of the transactions for the given entry.\n\n\n\n\n\n\nGiving insights report\nThe Giving insights report shows donations grouped by merchant account or store within a specified date range. This report can be downloaded in either Comma-Separated Values (.CSV) or Excel (.XLS or .XLSX) format.\nThe report lets you answer questions such as how frequently shoppers donated an amount of EUR 3 at a specific store, or at an online checkout.\nGenerating and downloading: Get this report manually or automatically.\nTime zone: CET time zone.\nDate range: Select the date range of data included when you generate the report in your Customer Area.\nAvailability: Available for company accounts and merchant accounts.\nReport structure\nEntries\nUnder the header line, each line in the report is a separate entry.\nColumns\nEach column shows specific information about the entries.\nStandard columns\n\n    \n\n\n\n#\nColumn\nData type\nDescription\n\n\n\n\n1\nMerchant Account\nString\nThe name of the merchant account that was used to process the original payment request. The report may contain line items for multiple merchant accounts.\n\n\n2\nCharity Account\nString\nThe name of the nonprofit for the donation.\n\n\n3\nShopper Interaction\nString\nThe type of shopper interaction. Possible values: POS, Ecommerce, ContAuth\n\n\n4\nStore Code\nInt64\nThe identifier assigned to the store in your point-of-sale account, if available.\n\n\n5\nStore\nString\nThe name of the store where the transaction took place, if available.\n\n\n6\nAmount\nFloat64\nThe amount of the transaction.\n\n\n7\nCurrency\nString\nThe three-character ISO currency code.\n\n\n8\nReceived Count\nInt64\nThe number of times the donation was received.\n\n\n9\nReceived Amount (EUR)\nFloat64\nThe total amount received, in EUR.\n\n\n10\nReceived Amount\nFloat64\nThe total amount received, in the original currency.\n\n\n\n\n\n\nSee also\n\n\n                    Donations using Giving (Online payments)\n                \n                    Donations using Giving (In-person payments)\n                \n","type":"page","locale":"pt","boost":18,"hierarchy":{"lvl0":"Home","lvl1":"Reporting","lvl2":"Monitor donations"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/reporting","lvl2":"\/pt\/reporting\/monitor-donations"},"levels":3,"category":"Reporting","category_color":"green","tags":["Monitor","donations"]}}