Collect your contributor (donor) information through your Transactions tab in the campaign (or organization) menu.
Suppose you’re offering Rewards on your campaign. In that case, you’ll eventually need to know how to retrieve your contributors’ names and addresses collected by our data collection feature so you can mail the Incentives to your contributors.
Even if you’re not offering Rewards, you may eventually need to download a list of your contributors for income tax or other purposes.
Either way, here is how to reach that info:
STEP 1 – Click ‘Transactions’ in the sidebar menu of your campaign OR organization profile.
On your Transactions page, if you’re using a desktop computer, you can expand the list by clicking Expand in the top right corner so the list will take up the whole width of the page. This is especially useful for campaigns offering Rewards.
If you just need to look at a specific contribution but don’t need to download the whole list right now, just click the name of that contributor, and the details of their contribution will appear in an info box.
To download the information shown on the Transactions page, click the blue Download button to reveal CSV and XLS drop-down options.
Note: The default date range is from your campaign’s launch until today’s date. If you want a full report, you don’t need to select any dates here – they’ve already been selected for you. The time of day of each transaction on the Transactions page and in the download will be shown in UTC (Coordinated Universal Time).
Note #2: The information in the spreadsheet will be everything you see online when you click your contributors’ names on the Transactions page.
For each contribution listed, it will show the contributor’s email address, the date/time/amount of the contribution, the PayPal or Stripe Transaction ID, and any information the contributor submitted into the Data Collection form on your campaign (if applicable).
If you created rewards for your campaign are need to review your Order items or Tickets purchased, you can do this under the Transaction report. On the left-hand side of the screen, you will see both tabs, Order items and Tickets.