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’

Screenshot 2022-10-14 at 11.54.07Then you need to navigate to ‘Reports’ and select ‘Add New Report’

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Here you can create your custom report, once you're happy with the selected column's, add in your email address and click ''Export Report''. When the report is ready, you will be sent an email notification confirming it is ready for download. The report can be downloading by clicking the timestamp located at the bottom of the report (below ''Past Reports'')

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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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