YOUR REPORTS PAGE

Your Reports page is the place to view detailed information for different types of donations.

Transfers Reports & All Donations:
Select your preferred start and end dates before viewing data about transfers or ALL donations during this time period. 

Click the arrows beside each column to sort data in ascending or descending order. Click Export to create an Excel spreadsheet of your transfer information. 

From inside the Transfer Report menu, click Show All Campaigns to view a summary of transfers from all your campaigns. 

From inside the All Donations menu, choose from several filters to select the type of donation data you want to view. 

Campaign Reports:
Select your preferred start and end dates before viewing data about specific campaigns during this time period. Click the blue Details button below each campaign to view more data.

Click the arrows beside each column to sort data in ascending or descending order. Click Export to create an Excel spreadsheet of your transfer information. 

Donors & Recurring:
View donors' contact and payment information including name, email, phone, address, amount given, donation frequency and donation dates. Use the search bar to look up specific people.  

Click the arrows beside each column to sort data in ascending or descending order. Click the blue Details button to view specific information for each donor. Click Export to create an Excel spreadsheet of your transfer information. 

Peer-to-Peer: ==> I don't have any of these in my account so I'm not sure what this looks like?

Unsettled Donations: ==> I don't have any of these in my account so I'm not sure what this looks like? 

Matching: ==> I don't have any of these in my account so I'm not sure what this looks like?

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