🤑 Donations Tab for Administrators

The Donations tab contains a lot of important information! On your main page, you’ll find your donation hub. 

This includes all donations that have come in and includes the below information:

• Donation currency
• Donation amount
• Corresponding match if applicable
• Date of donation
• Donor name
• Receiving nonprofit
• Affiliation with a deed if applicable
• Payment processor for the donation and the match if applicable
• Donation’s recurring frequency

How to Find a Donation

The Donations page will by default display donations from the most recent to the oldest. You can  also filter this page by date, currency, processor, matched status, recurring status, and payment method. 

On the right-hand side, you’ll see a search bar where you can enter an employee name, email address, nonprofit name or other key words to help you fine-tune your search. 

When you find the donation you’re looking for, click on the donation amount and it will open the full donation details.

How to Export Donations Data

To export data, at the bottom of the page click Donations Report. This will take you to the full Donations report, where you can filter by your preferred fields, then export (download options include CSV, Excel, JSON and PDF):