How can I view and download supporter form data?
Disclaimer: ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features mentioned in this article are unavailable to you, please speak to your Dashboard Admin(s) about updating your permissions.
In this article:
How can I view supporter form data?
You can easily view fundraising data for your supporter forms by opening your ActBlue Dashboard and navigating to the Supporter Program tab in the left-hand menu:
Clicking this tab will automatically take you to the Supporter Program page where you can view stats for top supporters via the Supporter Leaderboard:
To view your existing supporter forms, simply click the Supporter Forms tab at the top of the page:
This tab will display a list of all existing supporter forms, how much they've raised, who owns them, and which of your campaign or organization's public Brandings they're currently using.
You can review individual contributions received through these forms by either clicking the hyperlinked Contribution Number or Total Raised:
Clicking either number will bring you to a custom contribution search where you can review receipts for every donation received through the form.
How can I download a spreadsheet of supporter form data?
While we currently don't offer the ability to download form-specific spreadsheets for supporter forms, you can download a spreadsheet of all donations received during the form's existence and then sort your data by contribution form.
To do this, start by locating the date your supporter form was created Supporter Program
Next, navigate to the Downloads tab under the Tools heading on the left-hand menu:
From the list of possible downloads provided, navigate to Contributions Over a Specific Time Period report and enter the form's creation date (along with a custom end date) into the dropdown provided. Once your dates are set, click the grey Export button to begin the download:
After your spreadsheet has downloaded, open it as usual and locate the column labeled Fundraise Recipient ID (the supporter form's name). Sort this column alphabetically to find the donors who gave to you through a specific supporter form.