Finding and exporting reports
To find and export a Personal or Team Fundraiser report follow these simple steps:
Navigate to Manage -> Personal Fundraise Pages or Manage -> Team Pages
Here you can search via company or connected platform (E.G. London Marathon)
Filter by:
Start date
End date
Custom code status
Page status (live, closed, any)
Search by:
Page info
person
Supporter ID
Event Info
Once filters have been applied, click export
Understanding your Personal & Team Fundraising Pages Reports
When accessing the Personal & Team Fundraising Pages Reports you will see a number of fields that will support with the reconciliation of your fundraising.
Personal Fundraiser Report
Please find below the related fields and what they mean:
Supporter ID: A unique identifier for this supporter
Company Name: The company or connected platform this is related to (E.G. London Marathon
Person: Name of supporter
Email: Email address of supporter
Title: Fundraising Page title
Created Date: Date page launched
URL: The unique URL of the fundraising page
Fundraiser Page ID: Unique fundraising page ID
Event Page ID: Unique Event page ID (If connected to an event)
Event Page Title: Event Page Title (if connected to an event)
Event Page URL: Event Page URL (if connected to an event)
Currency: Currency on fundraising page
Raised: Total amount raised
Raised (inc. Gift Aid): Total raised including Gift Aid
Offline donations: Amount of offline donations
Target: Page fundraising target
Status: Page status (live, closed)
Marketing Opt-in Answer: Consent to charity marketing
Marketing Opt-in Date: Date of consent to charity marketing
If you have Donor, Fundraiser or Event Custom Codes, these will also show on this report.
Team Pages Report
Please find below the related fields and what they mean:
Supporter ID: A unique identifier for this supporter
Company Name: The company or connected platform this is related to (E.G. London Marathon
Email: Email address of supporter
Title: Fundraising Page title
Created Date: Date page launched
URL: The unique URL of the fundraising page
Fundraiser Page ID: Unique fundraising page ID
Event Page ID: Unique Event page ID (If connected to an event)
Event Page Title: Event Page Title (if connected to an event)
Event Page URL: Event Page URL (if connected to an event)
Currency: Currency on fundraising page
Raised: Total amount raised
Raised (inc. Gift Aid): Total raised including Gift Aid
Offline donations: Amount of offline donations
Target: Page fundraising target
Status: Page status (live, closed)
Marketing Opt-in Answer: Consent to charity marketing
Marketing Opt-in Date: Date of consent to charity marketing
If you have Donor, Fundraiser, Event or Team Custom Codes, these will also show on this report.