How To Navigate Our Reports:
We've created a video (CLICK HERE) to help you navigate through our handy reporting section that will show you how to:
- See how much money you've raised
- How many guests attended
- Follow up on pending pledges and send reminders
- Log cash/check donations
- Edit (add/delete) attendee carts
- See the breakdown of fees paid (PayBee + CC fees)
- See money being transferred into your account
- And more!
If you need quick access to information, you can get all your data from the following 4 places.
REMEMBER: set the date range on the top of every page.
See Pending Carts from Manage > Virtual Events > Attendees.
Sort by pending carts. Send out reminders and track incoming checks here.
See Silent Auction, Fund A Need, etc reports. Pending and Transaction breakup shows items that have closed and those that are still open.
MONEY GOING INTO YOUR BANK ACCOUNT
The funds are batched and sent to your bank account. See what’s in transit and paid. Also click on the rows to see which transactions were a part of the batch.
SEE FEES AND ALL OTHER DATA
The All Donation is a full report of all data on PayBee. Select Columns to and view/export to excel as necessary
Reports>All Donations>Select Columns
We're always happy to answer any questions you may have about your post-event reports. Email email@example.com if you need any help!