Change's Dashboard allows users to track, filter and export donation data. It simplifies donation management with clear insights and bulk upload options to streamline fundraising efforts.
Viewing/Exporting Donation Activity
To export donation records, go to the Donations tab on the dashboard.
There are several ways you can filter and view the donations: Status, Grantee, Date and External ID
The statuses included are:
Pledged - Donations will be collected on next invoice
Invoice sent - The invoice has been sent for this donation
Invoice pending - The invoice has been paid for this donation, and Change is waiting to receive the funds
Payout Scheduled - Donations will be sent out on nonprofit's next scheduled payout date
Sent via bank transfer - This donation has been sent to the nonprofit by bank transfer
Sent via check - This donation has been sent to the nonprofit by check
Check cashed - This donation has been received and cashed by the nonprofit
Nonprofit notified - Nonprofit has been notified of payout and will need to add a payout method to accept funds
Canceled - Donations were manually canceled
Blocked - Nonprofit went out of compliance
The Grantee will be the nonprofit that you have issued donations to
The date would be the date when the donation was issued
External IDs are unique identifiers used by merchants on their end
Uploading batch donations
To manually upload donations in batches, go to the Donations tab on the dashboard and click on + Bulk upload.
From there, click on Open CSV template to create a file via Google Sheets to include all the donations you would like to upload.
Once you have filled out the template, save the file and upload onto the dashboard.
