CrowdChange has a report for each question you might ask about your fundraising. Use this page to find the right one. Every report has a dashed-underline label on each number; hover over it (or tap it) to see exactly what it counts.
Before you start
-
You need Admin access to see the admin reports. Your role decides which reports and organizations you can see, so two admins can see different numbers for the same filters.
-
Fundraiser owners and fundraiser admins can see the Fundraiser report for their own fundraiser.
How to open a report
-
Go to your CrowdChange site and Log In.
-
Click your name in the top-right corner, then click Admin.
-
In the menu on the left, click Reports, then click the report you want.
The Summary report also links to every detailed report under Detailed reports at the bottom of the page.
Which report should I use?
|
If you want to know… |
Use |
Where |
|---|---|---|
|
How your whole program is doing, in one place |
Summary |
Reports › Summary |
|
How much you raised, how it was paid, and where it came from (payment methods, location, devices, campaign links) |
Revenue |
Reports › Revenue |
|
The details of one transaction, or a list of every charge and refund |
Transactions (formerly the Donations report) |
Reports › Transactions |
|
Who gives, who is new and who came back |
Constituents |
Reports › Constituents |
|
How your monthly and yearly donors are doing, and which plans need attention |
Recurring donations |
Reports › Recurring donations |
|
What donors pledged to pay in installments, and what is left to collect |
Installment pledges |
Reports › Installment pledges |
|
Which fundraisers were created, and how much they have raised |
Fundraisers |
Reports › Fundraisers |
|
How teams and personal pages are doing |
Teams and Personal pages |
Reports › Teams; Reports › Personal pages |
|
Who registered, and for which fundraiser and team |
Registration |
Reports › Registration |
|
How registrants are fundraising after they register |
Registration fundraising report |
Reports › Registration fundraising report |
|
Which registrants have a minimum fundraising commitment, and who is still short |
Registration commitment report |
Reports › Registration commitment report |
|
How your auction items, bids and payments are doing |
Auction report |
Reports › Auction report |
|
How much stock of tickets and apparel is left |
Inventory report |
Reports › Inventory report |
|
Whether your emails were delivered, opened and clicked |
Transactional email report, Milestone email report, Email Center report |
Reports › (the email report you need) |
|
Which Email Center campaigns are waiting for approval |
Email center approval |
Reports › Email center approval |
|
Which tax receipts were issued, voided or reissued |
Tax receipts |
Reports › Tax receipts |
|
What was paid out to your bank account |
Payouts |
Reports › Payouts |
|
How participants are doing in an activity tracker |
Activity tracker report |
Reports › Activity tracker report |
|
Who changed what in your admin settings |
Activity log |
Reports › Activity log |
|
How one fundraiser is doing (for fundraiser owners and admins) |
Fundraiser report |
Fundraiser Dashboard › Reports › Fundraiser report |
|
The tickets, registrants, stock, auction items or activity tracker participants of one fundraiser |
Tickets Report, Registrations Report, Inventory report, Auction report, Activity tracker report |
Fundraiser Dashboard › Reports |
Tips
-
Start with the Summary report, then click View report on any section to open the matching detailed report.
-
If two reports show different numbers, read Why don't my report numbers match? before contacting support. Most differences are by design.
-
To see which links, emails and campaigns drive your donations, filter any report by campaign link (UTM) and use the Revenue report's Campaign links (UTM) section. See Donation Widget Links & UTM Tracking.
-
Reports update within a minute or two of new activity.