FundCollector Documentation

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Note: This documentation applies to both the Free and Pro versions of FundCollector. To install and use the Pro version, you must first install and activate the Free version, which should not be uninstalled. The sections relating to the Pro version are marked with PRO.

Reports PRO

The Reports screen is where you can extract donation data out of the plugin — either as a ready-to-print PDF summary or as a spreadsheet-friendly CSV file you can open in Excel or Google Sheets. This feature is exclusive to FundCollector Pro.

Overview

On Reports you can:
  • Generate a PDF report with donation statistics for a chosen period, ready to save or print.
  • Export a CSV file with the full detail of every donation that matches your filters, compatible with Excel and Google Sheets.
  • Filter both outputs by date range, payment status, payment gateway, and donation frequency before generating.
You need access to FundCollector in the dashboard (normally Administrators) to open this screen.

Open the Reports page

  1. Log in to your site’s WordPress admin.
  2. In the left menu, open FundCollector.
  3. Click Reports.
You will land on FundCollector → Reports (admin.php?page=fundcollector-pro-reports).

Tabs

At the top of the content area there are two tabs:
  • PDF Reports — generate a formatted PDF document.
  • CSV Export — download a raw data file.
Clicking a tab switches the form below without leaving the page.

PDF Reports tab

Open this tab when you want a printable summary instead of a spreadsheet.
Reports - PDF Reports
Reports – PDF Reports

What it does

  • Generates a professional PDF report containing donation statistics for the period you select.
  • The file opens or downloads directly in your browser when you click the button.

Date Range

  • Two date fields — from and to — let you pick the start and end of the period covered by the report.
  • Both fields are required (marked with a red asterisk).
  • Clicking a field opens a date picker.

Payment Status

  • A scrollable list box showing all available statuses: All Statuses (default), Completed, Pending, Manual Check, Failed, Cancelled, Refunded, Expired.
  • You can select multiple statuses by holding Ctrl (Windows/Linux) or Cmd (Mac).
  • Leaving All Statuses selected includes every status in the report.

Payment Gateway

  • A scrollable list box showing the available gateways: All Gateways (default), PayPal, Mollie, Bank Transfer.
  • You can select multiple gateways with Ctrl/Cmd.

Donation Frequency

  • A scrollable list box showing the available frequencies: All Frequencies (default), One-time, Monthly, Annual.
  • You can select multiple frequencies with Ctrl/Cmd.

Generate PDF Report

  • A blue Generate PDF Report button (with a small document icon) starts the process.
  • The plugin applies your filters and produces the PDF. If no donations match the criteria, the report will reflect that.

CSV Export tab

Open this tab when you want a data file for Excel, Google Sheets, or other tools.
Reports - CSV Export
Reports – CSV Export

What it does

  • Exports donation data to a CSV file with all available details.
  • The file is compatible with Excel and Google Sheets.
  • A link “How to import CSV correctly in Excel?” is shown next to the description.

Date Range, Payment Status, Payment Gateway, Donation Frequency

The filters work exactly the same as on the PDF Reports tab (see above).

Export to CSV

  • A blue Export to CSV button triggers the download.
  • The browser will prompt you to save the .csv file (or download it automatically depending on your browser settings).

How to import CSV in Excel

The main concern is leading zeros in fields like postal codes, phone numbers, and tax IDs — Excel tends to strip them when you double-click a CSV file.

Correct method (recommended)

  • Open Excel with a blank workbook.
  • Go to the Data menu and choose From Text/CSV.
  • Select the downloaded CSV file.
  • In the import window, click Transform Data or Edit.
  • For the Phone, Postal Code, and Tax ID columns: select the column and change its type from Number to Text (the ABC icon).
  • Click Close & Load.

Incorrect method (avoid)

  • Do not open the CSV by double-clicking it. Excel will automatically interpret numeric-looking values and remove leading zeros (for example, 00144 becomes 144).


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