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Viewing Reports on the Dashboard
Viewing Reports on the Dashboard
Updated this week

Many reports can be accessed and downloaded right from your Dashboard! Here is our list of the reports you have access to downloading.

Excel spreadsheet displaying all sent gift data.

  • Feel welcome to filter the results based on account, campaign, gift status, sent date, or recipient before exporting your report

PDF detailing the top Gifts and the claimed gifts Details (recipient name, claimed gifts, and thank you notes).

  • You can access this report from the Campaigns tab. Hover over the campaign, select the 3 dots to the right and select 'View Report'

Report of the full recipient's list and details. Currently available to Dashboard Owners.

  • If you are a Manager and need access to this list, please reach out to your Dashboard Owner. You can find their information from the Account Settings tab → Manage users. If no one is listed, please reach out to our Product Support team via live chat.

Report of all the budget breakdown listed in the Budget section of the Billing tab for each billing method, and campaigns sent using that billing method.

Report showing the breakdown of monthly expense projections based on the automated campaigns that are active.

  • You can find this report in the Billing Tab → Projections section

  • Can filter by campaign and year prior to downloading the report.

Alternatively, you can also view this report by heading to the Campaigns tab → select the 3 dots button next to your campaign → View Projections.

PDF: Download the PDF to pay or view the invoice.

Invoice details: Excel spreadsheet with a breakdown of your gifts including recipient name, claimed gift, gift breakdown, etc.

  • Head to the Billing tab Invoices section

    • Use the middle section to filter for the correct month

      • Please Note: Our invoices are stored by month of activity, so an invoice issued at the beginning of February will appear under January.

    • You can also filter the invoice status to search by paid/unpaid invoices

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