To track the progress of your campaign, go to Campaigns → Overview and click on the campaign that is 'Live.'
A new page will open up containing all details on the campaign, as well as a list of returned fees and donations logged so far. You may also refer to the terms of the SOW agreement associated with the campaign by clicking on the contract on the top of the page.
Campaign details include:
Status: Scheduled, Live, Needs Reconciliation, Ended
Campaign type: Gross, Net (OCF), or Net (PF)
Launch / Close Date: date range of campaign
Description: the title of the campaign
Total amount: the total funds processed for the given campaign
Returned fees: total expenses reconciled after the campaign has ended. This only applies to the Net campaign types.
Additionally, you have the ability to add custom metadata to share with nonprofits. Under Details, just click "View" next to Shared Metadata and then "Edit." Use this space for any extra campaign context or data points you want the nonprofit to see.
Lastly, you can monitor campaign activity, including when a new campaign is created or when details are updated.
If you'd like to download a full CSV report of all of your campaigns, click on "Export"
For guidance on how to manage donations for your professional fundraiser, refer to this help article.