What Will We Learn Here?
Want to know how much your ambassadors have raised, who reached their goal, and get a complete picture of your campaign? In this guide, we will learn how to view general statistics and how to download a detailed Excel report with all your ambassador data.
Before We Start
Make sure you are logged into the Charity Area.
Steps
1. Accessing Ambassador Management
Access to the data is done directly through the Fundraising screen.
Click on the "Fundraising" tab in the side menu.
Locate the relevant campaign in the table.
Click on the Actions button (three dots) on the campaign row.
Select "Manage Ambassadors" from the menu.
2. Viewing General Statistics (Overview)
To get a bird's-eye view of your campaign performance:
On the "Ambassadors Campaign" screen, click on the "Statistics" tab located at the top.
Here you can see graphs and summary data: how many active ambassadors you have, how much money was raised through them, and their goal progress.
3. Downloading the Ambassador Report (Excel)
Do you want to process the data on your computer or see a concentrated list?
On the same screen (under the "Participants" tab), look for the "Download" button on the right side.
Clicking this button will download an Excel file to your computer.
What's in the file? The report contains a list of ambassadors, their email addresses, the amount each one raised, and the number of donations they brought in.
Summary
To view the data, go to "Fundraising", select "Manage Ambassadors" for the desired campaign, and from there you can switch to the "Statistics" tab or click "Download" to get a detailed Excel report.