How-to: Export Data and Reports
How to access the Donations CSV report
The Donations CSV report shows you all of the donations made via Donorbox over time, and you can use the categories and parameters to narrow this down by time frame, source, campaign, and much more. This will help you see how your organization is performing when it comes to bringing in individual gifts.
To access this report, follow these simple steps.
Step 1
Click on the 'Manage' tab from the left-hand navigation menu, then click on the 'Donations' tab, as shown below.
Step 2
Choose the parameters you want to export. You can export by time period, payment status, intervals, payment source, currencies, campaigns, name, and email, and include text-to-give or memberships.
Step 3
Click on the 'Export' button and choose to either export all columns or a customized subset, as shown below.
Step 4
After you click 'Export,' you'll see a progress bar appear on the dashboard. Once the CSV file is done loading, it will appear in your computer's Downloads bar or folder.
How to get the Recurring Plans CSV report
Want to get a better look at the recurring plans your donors have set up for your organization? Check out the Recurring Plans reporting options! Use this report to view how many plans are currently active, how many funds are being raised through these plans, and more.
Follow these quick steps to download your Recurring Plans data.
Step 1
Click on the 'Manage' tab from the left-hand navigation menu, then click on the 'Recurring Plans' tab, as shown below.
Step 2
Choose the parameters you want to export using the drop-down tabs, including plan amounts, donated amounts, plan status, start date, and more.
Step 3
Click on the 'Export' button and choose to either export all columns or a customized subset, as shown below.
Step 4
After you click 'Export,' you'll see a progress bar appear on the dashboard. Once the CSV file is done loading, it will appear in your computer's Downloads bar or folder.
How to access the Supporters CSV report
If you'd like a detailed look at all of your supporters in one place, the Supporters CSV report is the way to go. This report gives you the ability to see donation totals, the number of donations, and much more, broken down by each specific supporter, and can be extremely useful when segmenting your future campaigns.
Follow these simple steps to access your own Supporters CSV report.
Step 1
Click on the 'Manage' tab from the left-hand navigation menu, then click on the 'Supporters' tab, as shown below.
Step 2
Choose the parameters you'd like to view and export, including intervals, currencies, campaigns, and more, using the drop-down tabs.
Step 3
Click on the 'Export' button and choose to either export all columns or a customized subset, as shown below.
Step 4
After you click 'Export,' you'll see a progress bar appear on the dashboard. Once the CSV file is done loading, it will appear in your computer's Downloads bar or folder.
How to access and build reports with Donor Reporting Templates
We understand that constructing your own donation reports can take time away from furthering your mission. By organizing key data into an easily digestible format, our Donor Reporting Templates enable you to easily conduct critical donor data analysis, providing insights that will empower you to take relevant action.
To access these reports, follow the simple steps below.
Step 1 - Log in to your Donorbox account
Click here to log in to your Donorbox account and access your dashboard.
Step 2 - Visit the ‘Reports’ page in the dashboard
Select ‘Reports’ in the left-hand navigation of your Donorbox dashboard – find it under ‘Engage’. Here, you will be able to see any existing reports as well as create new ones.
Step 3 - Create a new report
Select ‘New Report’ in the Reports dashboard to build a report using one of our carefully curated templates.
Step 4 - Select your template
Choose your template from the options listed – Donor Overview report, New Donors report, and LYBUNT report. Find more details about each of these reports, and how to use them, below.
Select the ‘Next: Parameters’ button to move on to the next step.
Step 5 - Adjust your template settings and details
Here, you can select your parameters, including the timeframe you would like to review for the Donor Overview and New Donors reports. You may also name your report – we recommend being as specific as possible – as well as add a report description.
Click ‘Finish: Create Report’ to generate your report.
Step 6 - Wait for your report to generate
Your report may take a few minutes to generate, depending on the level of detail as well as the amount of donor data required. Do not refresh the page while the system is creating your report.
Step 7 - Download your report
Once your templated report is created, you may download a CSV file by clicking ‘Download’. Don’t worry – this report will also be saved on the main ‘Reports’ page in your dashboard, and you’ll be able to access, edit, and download it at any time!
Pro Tip: If you would like to edit an existing report, head back to the main ‘Reports’ page. Find the report you’d like to edit, then click the three-dot icon and select ‘Edit Report’. You may also delete the report here.