There are two reports available for each fundraising round.
1. The Fundraising Round Reconciliation Report PDF is a printable document that includes:
Fundraising round details
Subscription offer details (Paid, unpaid and cancelled)
Totals of all offer types
Remittance details including fees and amounts paid
2. The Fundraising Reconciliation Report CSV downloads a CSV file that contains:
Paid subscription offer details
Totals of all paid offers, fees and remittances
To access the fundraising reports:
Click on the Fundraising link in the left sidebar.
Select the fundraising round from the list (Image 1)
Image 1 - Fundraising Rounds list
2. Click on the 'Reports' button in the Fundraising round panel (Image 2):
Image 2 - Fundraising Round Reports button
a. To view the Fundraising Reconciliation Report PDF, select the 'View PDF' option.
The PDF report will open in a new window. You can download or print the report from your browser (Image 3).
b. To download the Fundraising Reconciliation Report CSV, select the 'Download CSV' option.
The CSV file will download directly to you computer (Image 4).
Image 3 - Fundraising Round Reconciliation PDF Report
Image 4 - Fundraising Reconciliation Report CSV
