How to export data from GivePanel

There are two ways to export data from GivePanel. 

  1. A custom export using Report Builder
  2. Using the "Export to CSV" button on Fundraisers, Donate Button Posts and Donation

1.Custom export using report builder

To export data using the report builder, first you need you need to head to your ‘Account Settings’

Then you need to navigate to ‘Reports’ and select ‘Add New Report’

Here you can create your custom report, this will be sent to an email address of your choice. 

2. Using the "Export to CSV" button on Fundraisers, Donate Button Posts and Donation

To use the Export to CSV button, firstly you need to navigate to the relevant page. e.g. if you wanted to export data on fundraisers you would head to the 'Fundraisers' section in GivePanel. The same for exporting data on donations, you would just need to head to the 'Donations' section in GivePanel.

Then all you need to do is click on the button 'Export to CSV'

These direct exports will export data for the date range you have set in the top right.

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