Our early-access beta program of upgrades to the donor data reporting system in our Nonprofit Admin Portal has begun.
If your nonprofit is interested in the beta program, it’s not too late to join (see the final paragraph below). The beta program offers our member nonprofits a sneak peek of the newest features in return for constructive feedback that will help us refine functionality before its full release.Our upgraded reporting system includes:
On-Screen Line Item Report
This is a report of donations/purchases across all fundraising products – Core Profile, Campaign Pages, Peer-to-Peer Fundraising and Team Fundraising pages, Event Ticketing pages and donations received through Charity Navigator’s Giving Basket.
- The report can be filtered by date and searched by Order ID, Donor Name and Donor Email.
- Clicking on an individual line item provides expanded payment information, eliminating the need to download a CSV every time.
Updated Donor Data CSV
This is a new and enhanced CSV export of donor data. Anyone who has received donations through Charity Navigator’s Giving Basket will be familiar with the data format of this new CSV. We are eager to expand it platform-wide.
- During the beta period, we will support both old and new versions of the CSV export, but we will sunset the old CSV by June 2024.
- The new CSV has all historical data, but is reframed with new data columns and new column headers. An online guide is available to assist mapping from the old CSV columns to the new ones.
- We provide new information, such as much-requested Transaction Fee Amount(charged by PayPal and Stripe) andNet Amountcolumns.
- We address date-column issues (they were not Excel-friendly) and other quality-of-life updates.
We anticipate that participants in this beta program will help shape our efforts with these new reports. If you are interested in joining, please email beta@givelively.org with your nonprofit’s name and the subject “Upgraded Reports Beta Signup”. Participation in this beta will not affect your current Give Lively experience, but it will hopefully give you early access to a better one!