Note: This article is written for Giving Day hosts. If you are a participant or supporter of a Giving Day, this article may not pertain to your efforts.
Step 1: Navigate to your Partner Dashboard
Log in to www.givegab.com and navigate to your Partner Dashboard from your Personal Dashboard by clicking on your current or upcoming Giving Day. Below that, you can also find dashboards for previous Giving Days that you have access to.
Step 2: Navigate to the Donations tab
Select "Donations" then "Donation Report" from the sidebar to be taken to your Giving Day's donation report.
Step 3: Filter Donations (Optional)
Depending on your reporting needs, you can set different filters to only download a file of donations that match the specific parameters. For example, if you wanted to download a report of online gifts paid by credit card only, select, "Online - Credit Card". Please refer to the available filters below:
Donor Search: Search by the donor's first and/or last name, or email address.
Filter by Donation Type: Filter donations by the payment method used.
Filter by Organization: Filter donations by specific organizations. Search results will populate as you type.
Filter Donations by Date: Filter by specific time range.
Simply select the filters you'd like applied and wait for the dashboard to update before you move to Step 4 to download.
If you are using Donor Advised Funds and need to download a report of donations with a specific status, you'll want to select "Offline - Donor Advised Funds" first, then use the additional, "Filter by Release Status" field.
Step 4: Download your report
From there, click on the blue "Actions" button, and select "Export CSV" from the dropdown that appears.
Select your time zone in the popup that appears, then click the blue "Export" button. This will send you an email from "notifications@givegab.com" with a secure link to download your donations from. Be sure to download the donations soon after receiving the email, as the link expires within 24 hours.