Skip to main content

How can I download a comprehensive summary of all my incoming donations?

Whether for reporting purposes or just for your records, Effi makes it easy to access your donation info and download it.

Daniella Bondar avatar
Written by Daniella Bondar
Updated over 5 months ago

You can easily download a complete summary of all donations as well as more detailed information on your donors through your Streamocracy dashboard. The downloadable report includes comprehensive information about your donations and donors.

Downloading your donation summary

Navigate to your Streamocracy dashboard and click the download button.

This will generate a CSV file containing all your donation data.

Downloading donor information

You'll notice that next too each event there's an option to view more details. Clicking this will open a dashboard that displays all the donation information for that specific event.
​

To get a more detailed look at all of the donors that contributed to the event, you can click the download button on the event page to download a CSV file of all your donor information.
​

What's included in the report

The CSV file contains more detailed information than what's visible on the dashboard, including:

  • Email addresses

  • Phone numbers

  • Addresses

  • Payment methods

  • Employer information

  • Transactions details

  • Donor eligibility

This comprehensive report helps you better understand your donor base and maintain accurate records of all contributions.

Did this answer your question?