You can instantly download reports from your Pledge It dashboard at any time. Visit any campaign to find campaign-specific reports, pull reports across a Program of several campaigns, or head to your Organization Dashboard to access donation and transaction data from your entire campaign history.
Note: Reports from Pledge It download as .csv files, which can be opened by programs such as Excel or Google Sheets.
Campaign Reports
Depending on which type of campaign you are running, you may have different reports available for download. The following is a full list of all reports available on campaigns. Reports with an asterisk* are feature-specific and can be downloaded when using those features. They won't appear in your Reporting menu.
Transactions
Donations
Participants
Add-Ons
Orders
Teams
Team Captains
Winning Bidders*
Bidders*
Sponsors*
Table Seating*
Download reports from a campaign
Visit a campaign’s Dashboard and select Reporting from the left hand menu.
Identify the report you need and click Create Report.
Adjust any parameters, if needed. Check the box if you want to save your settings by making a template report you can easily access again.
Click Run Report. Your report will immediately begin downloading and you’ll see a message at the top of your screen when it’s complete.
Tip: You will also find reports included throughout your Dashboard for easy access. Look for a Download button when viewing your Donations or Participants table, for instance, to quickly download that data.
Program Reports
There are three types of reports you can pull across Programs: Transactions, Donations, and Participants. Because Programs can contain a variety of different campaign types, not all reports can be downloaded from the Program level.
Download reports from a Program
Visit your Organization Dashboard and select Programs.
Select the Program whose reports you’d like to download.
Select Reporting from the left side menu.
Identify the report you need and click Create Report.
Adjust any parameters, if needed, and indicate if you want to download all campaigns in the Program or choose select campaigns. Check the box if you want to save your settings by making a template report you can easily access again.
Click Run Report. Your report will immediately begin downloading and you’ll see a message at the top of your screen when it’s complete.
Organization Reports
There are two reports you can download across your entire organization: Transactions and Donations. These provide an easy way to monitor your donations and fundraising across multiple campaigns and multiple years.
Download reports at the organization-level
Visit your Organization Dashboard.
Select Reporting from the left side menu.
Identify the type of report you need and click Create Report.
Adjust any parameters, if needed, and indicate if you want to download all campaigns across your organization or choose select campaigns. Check the box if you want to save your settings by making a template report you can easily access again.
Click Run Report. Your report will immediately begin downloading and you’ll see a message at the top of your screen when it’s complete.