Accessing Your Project Reports

You'll find all the data you need to export in one convenient spot on your project dashboard, under "Reports."

If you're running a "Keep What You Raise" project, you can access your supporter and transaction details while your campaign is still live.

For "All or Nothing" funding, you can access your supporter and transaction details once your project successfully closes.

Important Note on Data Security

These reports contain sensitive personal information, such as email and postal addresses. To download them, you'll need to check the box agreeing to the terms and enter your password before clicking "Generate and download."

You have the flexibility to adjust the date range or filter by a specific timeframe. All files will download in CSV format. 

Available Reports

Marketing Permissions and Opt-Outs Report

If you need a list of your supporters' details for marketing, you can download the marketing permissions report. Use this to contact your supporters for marketing purposes. Please refer to our guide for more information on what you can send to your supporters.

Anyone who has opted out or unsubscribed will be listed in your most recent marketing opt-outs report.

Transaction Report

For a complete list of all transactions made to your project for financial reconciliation, download the transaction report. This report includes:

  • Pledge date and time
  • Project pledged on
  • Supporter name and email
  • Whether the pledge was anonymous
  • Currency
  • Pledge amount
  • Transaction fees and tax
  • Platform fees and tax
  • Payment method
  • Transaction status
  • If the pledge included "+Extra Funding," it will show the fund name.
  • If the funds have been paid out, it will show the payout bank statement reference, the date the payout was processed, and the estimated arrival date of funds in your bank account.

Payout Reporting

  • The payout transactions report includes all the same fields as the transaction report (detailed above) but only shows transactions that have already been paid out to your bank account for financial reconciliation. If your project is still live, this helps you track which donations have been paid out and which are still pending.
  • The payout summary report shows the payouts you've received, the payout date, the net amount and deducted fees, and the statement descriptor that should appear on your bank statement, making it easy to trace the payout.

Need help?

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