What Reports Are Available To Your Organization? – PURE CHARITY

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

Donor Emails
Fundraisers
Recurring Donors
Recurring Sponsors

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

Donor 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.

Screenshot%205/27/16,%208:45%20AM

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 1: Go to https://purecharity.com/ and SIGN IN to your Pure Charity account

Step 2: From your user dashboard, select "View All" under Managed Field Partners and select the proper organization. This will direct you to your Field Partner Dashboard.

Step 3: From your Field Partner Dashboard, scroll to the bottom of the menu until you see the Report section. Select the report you need.

Step 4: Enter the date range and status (if applicable) that you would like the report to generate. Select "Generate". Once the report is done you will see a message at the top that says "Report generated successfully". You can then select "Download" to download the file as a CSV.

PLEASE NOTE: Depending the report you're running and the length of the date range, the report may take time to generate. Please be patient while the system works for you. If a sufficient amount of time has gone by, then you can try to refresh your screen for the report to appear.

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