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Downloading Your Data for Compliance

ActBlue Team
  • Updated

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:

  1. The Disbursements module
  2. Your Reporting center
  3. Downloads
  4. Report Builder
  5. Contribution form data
  6. NGP data

For your campaign to comply with federal, state, and local laws, your team may need to file donor reports with government agencies. We’re happy to show you how to access this data in ActBlue, but this is not legal advice.

Consult your legal counsel and compliance team for specific questions about filing reports. You can also direct questions to the government agency overseeing your activity and ask how to report contributions received through ActBlue.

This support article explains why we’re considered a PAC and how we function as a conduit for individual political contributions made through our platform.

The Disbursements module

The Disbursements module on the Overview page summarizes recent and upcoming disbursements. Click on the check or wire number of your most recent disbursement for a detailed breakdown and to download the donor data. Or click “View your disbursement history” to enter the Reporting center, for comprehensive reporting data.

 

A Screenshot of the Disbursements module. There is a red arrow pointing to the wire number of the latest disbursement and another arrow pointing to a link which read View Your Disbursement History.

Your Reporting center

Click on “Reporting” under the “Tools” section of your Dashboard menu.

 

A Screenshot of the Tools section of the Dashboard menu. There is a red arrow pointing to the Reporting tab.

Read our brief instructions if you’re new to reporting your ActBlue data. You’ll find them linked directly under the Disbursements tab.

 

A Screenshot of the Reporting Center. The Disbursements tab at the top of the page is highlighted and there is a red square around a message which reads: for more specific instructions and compliance guidance, please view our instructions here. Here is hyperlinked.

 

Here, you can download a CSV of pending contributions we haven’t disbursed yet.

CSVs are a universal document format that works with most donor-tracking software.

Click “Details” to see this information on a webpage instead of a CSV.

 

A Screenshot of the Disbursements tab which shows the Undisbursed Contributions this sample account has still pending. There are three columns from left to right showing amount of contributions, gross funds in dollars, and net funds in dollars. To the right of the net funds, there is a hyperlink labeled Details and a grey button labeled CSV. Both are highlighted with red sqaures.

 

You can also download CSVs that list contributions from your disbursed checks. To see more information about a check, including the total money refunded and processing fees, click “Details.” For merchant accounts, donations are in groups by month.

 

A Screenshot of the Disbursements tab which shows the disbursed contributions which have already been sent out via check. There are six columns from left to right showing the check number, date of the check, number of contributions included in the check, gross funds in dollars, net funds in dollars, and downloadable CSV spreadsheets. To the right of the net funds there is a hyperlink labeled Details and a grey button labeled CSV. Both are highlighted with red squares.

Downloads

To download more contribution data, go to the “Downloads” tab in the Dashboard menu under “Tools.”

 

A Screenshot of the Tools section of the Dashboard menu. There is a red arrow pointing to the Downloads tab.

 

You can customize report details and timelines, whether for compliance or fundraising strategy. If a report takes significant time to load, we can email it to you.

 

A Screenshot of the Downloads page showing various options for downloadable CSV spreadsheets of donor data.

 

Recently requested reports will appear at the bottom of this page.

 

A Screenshot showing a list of recently requested reports at the bottom of the Downloads page.

Report Builder

Visit the Report Builder (listed under "Tools") to build and download fully customizable data reports with adjustable date ranges and many column options. You can also save reports as reusable templates. Read step-by-step instructions on using the report builder.

 

A Screenshot of the Tools section of the Dashboard menu. There is a red arrow pointing to the Report Builder tab.

Contribution form data

You can download contribution data for a particular contribution form outside of the “Reporting,” “Downloads,” and “Report Builder” tabs. When looking at a contribution form, you will see a “Stats” tab in the form navigation bar.

 

A Screenshot of a the menu on a sample contribution form. There is a red arrow pointing to the Stats tab.

 

Download contribution data for that form by clicking the blue “Export all contributions” in the top right corner.

 

A Screenshot of the Stats page. There is a red arrow pointing to the blue Export all Contributions button.

NGP data

Are you working for a federal campaign that uses NGP for your compliance software? Whenever you see a CSV button, you will also have an option to download NGP data.

 

A Screenshot showing the option to download data to NGP highlighted with a red square.

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 your Dashboard toolbar’s “Admin” section and select the API Credentials tab. Read step-by-step instructions for 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. 

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