What information on transactions is available in the GiveCircle Dashboard?

In the GiveCircle Dashboard, you can find information on individual transactions that have been made by supporters playing your charity's lottery.

Accessing Transaction Information

You can access transaction information by following these steps:

Visit the GiveCircle Dashboard and log into your account. If you don't yet have an account, then contact us and we can set you up.
Navigate to 'Transactions'
From here, you can see a summary table of transactions (which is explained below). You can also download a CSV report of transactions from a particular month (which is also explained below).

Accessing Sensitive Data

We redact all sensitive data like mobile numbers by default. You can find instructions for accessing sensitive data here.

Transaction Summary Table

The transaction table automatically shows the current month. You can use the drop down to choose a different month and select 'Filter' to show the data from this month.

The columns in the transaction table are as follows:

Column	Description
Name	The name a supporter used when signing up to the lottery.
Mobile Number	The mobile number a supporter used when signing up to the lottery.
Tariff	The monetary value assigned to a supporter's transaction, this will be £2 per entry.
Logged	This is the date and time at which a transaction is logged by our system.

Transaction CSV Download

Clicking the download CSV button will download transaction data for the selected month. The columns in the CSV are as follows:

Column	Description
Name	The name a supporter used when signing up to the lottery.
Mobile Number	The mobile number a supporter used when signing up to the lottery.
Tariff	The monetary value assigned to a supporter's transaction, this will be £2 per entry.
Logged	This is the date and time at which a transaction is logged by our system.
Subscriber ID	A unique value given to a supporter when they enter the lottery. If a supporter unsubscribes from the lottery and then enters the lottery again, they will receive a new Subscriber ID.
Payment Method	The method a supporter is using to pay for their lottery entry. If this contains ee, o2, vodafone, three, fonix or sky, then the supporter is paying via their mobile. If this contains access_group, then the supporter is paying via Direct Debit. If this contains globalcharge, then the supporter is paying via standing order. If this contains test_success then this is a particular type of test entry that we run. However, please be mindful that other tests will show the payment method used for the test entry.

Transaction Data FAQs

These are some common questions relating to transaction data.

What is a transaction?

In the context of a GiveCircle Dashboard, a transaction is the purchase of an entry (or entries) into a particular week's lottery.

If a supporter is subscribed to the lottery, then they will repeatedly make transactions, usually on a weekly basis.

What is the difference between transaction and supporters reports?

The supporters report is designed to give an overview of each individual supporter. In most cases, a supporter will appear in the supporters report once. In the supporters report you can see higher level datapoints such as the total amount a supporter has given to date.

The transactions report gives information on each individual transaction made by a supporter. Any supporters subscribed to the lottery will make many transactions over the time they support your charity, so they will appear repeatedly in the transactions report.

For example, if a supporter joins your lottery and plays for a full year at £2 per week, they will appear in the supporters report once and the transactions report 52 times (one row per weekly entry).

How can I link transactions to supporters in my CRM?

Your CRM may allow you to link transactions to supporter by name or mobile number.

If not, we have also included a Subscriber ID field in both reports, which can be used as a unique value to link supporters and transactions

How do standing order payments show in the transactions report?

When a supporter pays via standing order, they pay for entries into multiple lotteries at one time. In the transactions report, there is a separate entry for each lottery a supporter is entered into.

For example, if a supporter pays £10 via standing order at the start of a month with 5 Saturdays, they will be entered into 5 draws for £2 per entry. This will show as 5 separate entries for £2 in the transactions report.

A lot of transactions are at similar times, is this correct?

We tend to do repeat billing for existing supporters at similar times, as this improves billing success rate and gives better supporter experience. As a result, you will tend to see a lot of transactions taking place at similar times.

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