Region codes are now supported for donations and grants on Change to allow your campaign data to be included in per-state reporting.
Adding Donations by Region
One-time payment entry: When adding a payment from the dashboard, you'll now see an optional "Region" dropdown.
Bulk uploads: The bulk campaign donation upload template now includes a "Region" column. Simply enter the appropriate two-letter U.S. state, U.S. territory, or Canadian province code for each grant or donation (ie - CA for California).
Note: The Region field is optional and only applies to grants/donations—it does not apply to expenses. If the state/region field is left blank, that specific item won’t be included in the reporting.
Downloading Per-State Reports
Navigate to Campaigns → Reports
Under State metadata report, click Download report
Select your desired date range, and click Download




