On your fundraising management page after you publish, you'll be able to track statistics about how your fundraiser is doing. The graph on the top of the statistics tab shows both number of donations and dollars raised. The charts below break out dollars, average donation size, number of donations, and new to list based on websites, referral codes, and source codes.
If you are collecting recurring donations, each time the donation recurs a new donation will be created by that donor, incrementing these graphs and charts.
On the Recipients tab, you can see how much each recipient has raised on this page, including dollars, number of donations, and recurring dollars and number of recurring donations. Note that the total number of donations here may be greater than the total you see on the statistics page. On the statistics page, if one person makes a donation that gives $5 each to two recipients, that's counted as one donation. On the recipient's page, as donations are broken out by recipient, that's counted as two.
Generating a new report
You can download a spreadsheet of all information about each donation from the Donor Information tab. The download will give you name, email address, mobile number, address, city, state or province, ZIP/postal code, recipient, amount (plus WePay or Stripe fees and net amount), donation status (success, failed, refunded), recurring options, referrer, source code, timestamp, WePay or Stripe transaction ID, and any custom fields on each donation. Optionally you can choose a start or end date and only download donations in that range, and you can also add additional custom field columns that are not present on the fundraising page itself, to pull additional data into the download.
If you are collecting recurring donations, each time the donation recurs a new donation will be created by that donor, making another line in the spreadsheet. The first donation will have the recurring period, the rest will not. If the donor's credit card fails for whatever reason in the future, the donation will be marked as failing. If you or the donor cancel the recurring donation, it will be marked as cancelled.
Downloading a previously generated report
If a report has previously been generated you can directly download that report again, instead of waiting for a new one to generate. The date and time when it was generated will be listed, so you can understand how fresh or stale the data in that report will be. Click "Download" to download it directly, or click "Generate" to generate a new report, with fresh data, and be emailed when it's ready for download.
Viewing latest 100 activists
You are able to preview the latest 100 action takers and their data in a table above the reporting buttons. This table will show all the data that would be downloaded by the report buttons, so you may not even need to generate or download at all!
Giving report access
You can choose who can download donor information in the ‘Report Access’ section. Any administrator of your group will have access to this section. But you can give additional people access to the donor information by typing in their email address and sending them an invitation. They will not be able to edit the action, only access the ‘Donor Information’ tab. This is useful if you want to give someone like the treasurer or a fiscal sponsor access to the donation data, but not to your group on Action Network
When you send the invitation for someone to access the donor information, they will receive an email with a link to create an account (if they don’t have one already), a link to view the report, and instructions not to delete that email. As the administrator, your email address will be in the reply-to, so they can contact you with any questions. You’ll receive an email when they’ve accepted the invitation. They will have limited view of the action manage page, and only be able to view the donor information, the last 100 action takers, generate a new report, or download the last generated report.
As the administrator, you can scroll down on the ‘Report Access’ tab to see the ‘People with Access’ section. Here, you can see who still has not accepted access and created an account — they will have two buttons next to their email address that allow you to ‘resend invite’ or ‘cancel invite’.
You can also see who currently has access to the report. You’ll see a red ‘remove’ button next to their name, which will remove access from the report. If you remove them from report access, if they try to access the report again they will be redirected to their dashboard.