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State-level grants and reporting

Uploading donations by region and pulling state metadata reporting

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.


Downloading per-state reports

  • Navigate to Campaigns → Reports

  • Under State metadata report, click Download report

  • Select your desired date range, and click Download

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