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:
- Do I need to file reports? What reporting guidance can ActBlue provide?
- How do I access and download fundraising data reports?
- How do I download fundraising data reports for specific contribution forms?
- Can I create and download a custom report with only the data I need?
- How can I see a summary of each donor's giving history?
- How can I find donors to ask for a recurring gift?
- How do I download NGP data?
Do I need to file reports? What reporting guidance can ActBlue provide?
For your campaign or organization to comply with federal, state, and local laws, your team may need to file donor reports with government agencies. We're happy to provide additional guidance on how best to access that data on ActBlue, but none of that guidance should be considered legal advice.
Please 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.
For more information on ActBlue's role as a conduit, check out this guide.
How do I access and download fundraising data reports?
To download fundraising data reports from your Dashboard, start by navigating to the Downloads tab under the Tools heading:
From here, you will be given several different options of reports to choose from including All-Time Contributions and Refunded Contributions. You can also specify the date range for some reports and find a list of recently downloaded reports at the bottom of the page:
Once you've identified which report you want to download, click the Export button. This will give you the option to either download the report as a CSV (a universal spreadsheet format which works with most software) or a Google Sheet:
For more information on ActBlue's Google Sheets integration, check out this guide!
How do I download fundraising data reports for specific contribution forms?
To download a fundraising data report for a specific contribution form, you'll first need to open up the form you'd like to view data for and then click the Stats button at the top of the page:
Next, locate and click the blue Export All Contributions button to begin the download:
Can I create and download a custom report with only the data I need?
Yes! To create and download custom reports from your Dashboard, simply navigate to the Report Builder tab under the Tools heading:
Report Builder will allow you to download fully customizable data reports with adjustable date ranges and many column options. You can also save reports as reusable templates.
For more in-depth information on how to use Report Builder, check out this guide!
How can I see a summary of each donor's giving history?
If you'd like to see a summary of each donor's giving history, we recommend downloading a Donor Insights report. The Donor Insights report will display one row of data per donor (vs per contribution) so you can easily review your donors' overall contributions at a glance.
To download a Donor Insights report, start by navigating to the Downloads tab:
Next, scroll until you see the Donor Insights report, select your date range, click Export, and then select the type of spreadsheet you'd like to download (ex. CSV, Google Sheet, etc).
The Donor Insights report will list each donor's name, email address, mailing address, phone number, total lifetime giving amount, contribution amount, average gift size, first and last dates of gifts, and more. Each donor is also accurately deduplicated, meaning we identify multiple entries for the same donor and merge them into a single record, giving you a clear, more unified view. Lastly, each report will flag donors who are approaching or exceeding federal contribution limits; however, his flag will NOT apply to state or local limits.
Please keep in mind that this report reflects contributions to the entity you're viewing only, covers donors from the past 24 months, and is an on-demand CSV with no scheduled delivery. Large donor lists may take some time to generate.
How can I find donors to ask for a recurring gift?
The Donor Insights report includes a Recurring Prospect Rating column that can help you identify one-time donors who may be good candidates for a recurring gift ask.
You can sort the report by this column to better isolate these donors. Each donor will show one of three values:
- High (has made multiple one-time gifts without setting up a recurring donation -a good prospect)
- Existing (already has a recurring donation set up)
- Blank (doesn't fit neatly in either category - for example, has made a single gift)
Like the rest of the report, this column reflects your entity's data from the past 24 months and refreshes only when you re-download the report.
How do I download NGP data?
Are you a federal campaign integrated with NGP? If so, you should automatically see the option to download NGP data beside every CSV button on your Dashboard:
Additionally, ActBlue’s CSV API lets users automate their processes and download donor data via CSVs without having to log in to your 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. For more information, check out the following guide.