Disbursement Report

The Disbursement Report gives you a complete view of all money going out of your campaign — payments to vendors, refunds to contributors, travel expenses, event costs, and any other disbursements recorded in your current cycle. It is the outgoing-money counterpart to the Contribution Report and is essential for financial oversight, compliance review, and budget tracking.

To access it, navigate to Reports in the left sidebar, then click Disbursement Report under the Fundraising Reports tab.

The table lists every disbursement individually, with a record count displayed next to the "Disbursements" heading. Each row includes a link icon in the View column to open the full person or organization record associated with that disbursement.

Click any column header to sort the table ascending or descending by that column. Click Show/Hide Columns to customize which fields appear in the table.

Click the filter icon (funnel) next to the record count to open the Filter Disbursements modal. Available filters include:

Disbursement Start Date / Disbursement End Date — Filter to a specific date range using the date pickers.

Amount From / Amount To — Narrow results by dollar amount range.

First Name / Last Name — Search for disbursements made to a specific individual.

Organization Name — Filter by the name of the payee organization.

Event — Filter disbursements tied to a specific event.

Fund Type — Filter by fund type (e.g., Primary, General) using the dropdown.

Click OK to apply the filters.

Need this information in a spreadsheet? Click on "Actions" to download your data.