ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features in this article are unavailable to you, speak to your entity Admin first about updating your permissions.
In this article:
Downloads tab
You can create downloadable reports of your contribution data in the “Downloads” tab of the Dashboard menu (under “Tools”). The reports here can help you with email list targeting, reaching out to particular donors, or executing other parts of your digital fundraising strategy.
CSVs are a universal document format that works with most donor-tracking software.
In this tab, you can download CSVs with contribution data over a specific time frame, including your all-time contribution list. You can also export CSVs of canceled recurring contributions, recurring contributions that have completed their last scheduled recurrence, refunded contributions, and first-time donor information.
To download a report as a CSV, just click “Export” and then “CSV.”
All recently requested reports are at the bottom of this page and will automatically download after processing. And if a large CSV takes significant time to load, we can send the report to your email.
Once you set up a Google Sheets integration, you can export to Google Sheets by clicking “Export” and then “Google Sheets.”
If you haven’t set up a Google Sheets integration yet, you will need to log into your Google account.
Select the Google account you want to link to. Please note that anyone with access to that Google account will also have access to the reports you export to your Google Drive.
Once you choose a Google account, you’ll see the permissions page. ActBlue will see, edit, create, and delete only the specific Google Drive files you export from ActBlue. ActBlue will not share these files with any other user, and we will not access any other data from your Google account. Click “Allow” to continue.
You'll land on the Downloads page, and your report will appear under “Recent reports” at the bottom.
When report generation is complete (this could take up to a few minutes, depending on the size), click “View in Google Sheets.”
You’ll land on your new Google Sheet, which is saved in your Google Drive. You can edit your data, change the title, and share it with others directly in Google Sheets. Please note: these changes will not reflect data in ActBlue.
CSVs will distinguish how and where a donor contributed. If they donated on a form, you will see the name of that form in the "Fundraiser Recipient ID" column. If they donated through their ActBlue Express account, you will see "ActBlue Express Donor Dashboard Contribution” in the same column.
Report Builder tab
If you don’t need all of the information provided in the CSVs from the “Downloads” tab, make a custom CSV using the Report Builder.
The report builder allows you to build and download fully customizable CSVs, with adjustable date ranges and only the columns you want to include. You can also save templates for reports you want to download regularly. Follow these instructions on using the report builder.
Additionally, ActBlue’s CSV API lets users automate their processes and download donor data via CSVs without having to log in to the entity Dashboard every time. To access the CSV API for the first time, navigate to the “Admin” section of the Dashboard toolbar and select the API Credentials tab. Read more about using the CSV API.
The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role.
If you have any questions, please contact our support team using the email address you use to access your ActBlue account.
Google Sheets is a trademark of Google LLC.
Comments
0 comments
Article is closed for comments.