Reports: Export Your Data
The reports page is separated by tabs at the top. This allows generating reports for:
- Payments
- Fundraiser & Tickets
- Gift Aid
- Silent Auction (Bids / Registrants)
- Email subscribers
Please note, the payments report contains data from most of the other reports, including Gift Aid, email subscribers, ticket payments and more. For payment reports you have an additional option to filter based on the system you have used before generating the file. Filter options include:
- QR + Card Reader
- Mobile App
- Community
- Silent Auction
Generate a report
Enter the Start and End date and click ‘generate report’. Some reports, such as Payments or Fundraiser & Ticket, will reveal a pop-up with a choice of fields to choose from. Select the fields you would like to see and export.
The reports generated will be in CSV format. You can then click the report name to download the report or you can delete the report by clicking the ‘delete report’ button.
Deleting reports
Reports can be deleted and regenerated at any point. You can delete reports individually or in bulk using the tickboxes to the left of the reports.