Exporting Fundraising Data

Export data records as a group or by individual participant

Exporting Fundraising Data

For exporting fundraising reports and individual participant records to go your fundraiser and click on the Order tab and then export

There are 6 export options.

  1. Export by Orders
  2. Export Entire Fundraiser
  3. Export by Product
  4. Export by Participants
  5. Export Participants CSV
  6. Export Products CSV

The most common option will be to export the “Entire Fundraiser”. This is pdf overview. The other is the “Participant CSV” export. This shows you the individual sales and profits of anyone who tracked on order.

Was this helpful?

Thank you for your feedback
Fundraiser Payment Mode
When creating a fundraiser, you can choose how payments can be made and collected.Go to https://app.fundraisingsalestracker.com/fundraisers and create or edit your fundraiser for this setting Hybrid: Allow customers to checkout and...
Invite Participants
After you have created a fundraising campaign and set your parameters, you need to invite everyone who will be participating in selling. Only participants can record or create orders. Look...
Set or update retail price of products
At a fundraising group and if supported by the fundraising company you are working with, you may have the option to adjust your retail price. By default, the minimum price...
Create a Fundraiser
After signing in and creating your organization profile, the next step is to create a fundraiser. Go to Fundraisers > + New Fundraiser Please note these can be change at...
Activating your account
Step 1: Check your email and accept your invitation from the fundraising company you are working with. Step 2: Complete your profile. This is important not only for the company...
Lightbox