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What Reports Are Available To Your Organization?

As an admin of your nonprofit organization, you have the ability to download 4 different donor reports from your organization dashboard. The 4 reports available are

  • Supporter Emails
  • Fundraisers
  • Recurring Donors
  • Recurring Sponsors

To learn more about each report, please continue reading below.

Supporter Emails

This report includes all of your organization's donors and emails. The report is best used when needing to capture emails for group communication email. To view a sample of the report, take a look below. 

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Fundraisers

This report includes all of the fundraisers that are associated to your organization. The report provides information such as Fundraiser Name, Reference ID (this is used as the unique identifier when sending a check), Fundraiser URL and Funding goal status.To view a sample of the report, take a look below.  

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Recurring Donors

This report includes all detailed information on your ALL of your Recurring Donors including general donations, specific fundraisers or sponsorships. For this report, you have the option to look at active donors or cancelled donors. Both reports include information such as Donor name, donor contact information, Fundraiser/Program Name benefiting, donation amount, donation status, next charge dates and more!

Screenshot%205/27/16,%208:43%20AM

Recurring Sponsors

This report includes all detailed information on your Sponsorship Recurring Donors - active or cancelled. For this report, you have the option to look at all sponsorship programs or a specific program, as well as, active donors vs cancelled donors. All reports include information such as donor name, donor contact information, sponsorship program name, sponsorship profile, donation amount, sponsorship status, next charge dates and more!

active_recurring_sponsors_20160527-17435-ehkg6g.csv

 

Ready to access these reports? Follow the steps below to learn how!

Step One: Starting from your dashboard, hover over the small circle avatar in the top right corner. Click your organization's name located under Field Partners You Manage.

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Step Two: On your organization's dashboard, scroll to the bottom of the menu till you see the Reports section. Select the report you need.

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Step Three: Click Generate. Once the report is done generation, hit download and a CSV will save to your computer!

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