Running Reports on the Online Platform

There are a number of reports that can help you throughout your event to understand how your donors contributed or assist with coordinating item pick-up. All of your online platform reporting will be accessed from the Dashboard using your Admin Login.

1. Contact Information: This report shows you all of your registered guest's contact information, as well as event-specific information, such as table assignment, bid number, golf team or starting hole, etc. If you included any custom questions at registration, this download will include those answers, as well.

To access the report click on Dashboard/Manage Users/All Supporters
On the top Right-Hand side of the list of All Supporters Tab click on the Download Contact Info Button. **Depending on your browser this report download will appear on the top right of your screen or the bottom left of your screen. You can also find it by going to your downloads on your computer.
This will download an Excel spreadsheet of all of your guest's information up to the point you pulled the report.

2. Item Sales: This report shows you all of the guests who have made purchases from the Items Tab using the online platform. Once downloaded you can sort by item type, to separate different item purchase activities. The report will include contact details that you may need for shipping or delivering items.

To access the report click on Dashboard/For Sale/Items Sold/Items Sold tab.
On the top Right-Hand side of the Items Sold page click on the Download Item Sales Report Button. **Depending on your browser this report download will appear on the top right of your screen or the bottom left of your screen. You can also find it by going to your downloads on your computer.
This will download an Excel spreadsheet of all of your guests that have purchased items from the Items Tab including what items they purchased, how many they purchased as well as their information up to the point you pulled the report.

3. Donor Report: This report shows you all of the guests who have made monetary donations (fund-a-need/raise the paddle) using the online platform.

To access the report click on Dashboard/Donations/Donations Pledged.
On the top Right-Hand side of the Donations Pledged page click on the Download Donor Report Button. **Depending on your browser this report download will appear on the top right of your screen or the bottom left of your screen. You can also find it by going to your downloads on your computer.
This will download an Excel spreadsheet of all of your donors up to the point you pulled the report.

4. Winning Bidders: This report shows you all of the guests who successfully won an Auction Item, whether they won with the highest bid at the close of the auction, or purchased the item using Buy Now. **This can be downloaded in either Excel or PDF.

To access the report click on Dashboard/Auction Items/Winning Bidders.
On the top Right-Hand side of the Winning Bidders tab click on the Download Winning Bid Report Button. **Depending on your browser this report download will appear on the top right of your screen or the bottom left of your screen. You can also find it by going to your downloads on your computer.
This will download an Excel spreadsheet of all of your winning bidders and the Items they have won.

Statements: You can choose to download a printable PDF of all guest statements or email your guests their statements from the Statements & Payments section. It is important to wait until payments have been resolved before sending these statements to your supporters.

To access the report click on Dashboard/Statement & Payments/Event Statements.
On the top Right Hand side of the Statements page you will see you have two buttons to choose from:

Email All Statements, clicking on this button will send an email containing their statement to all guests who made a purchase, won an auction item, or made a donation from the online platform. It will open an email that you can customize and send to your guests.
Download All Statements, clicking this button will download a printable PDF of all your guest statements. You can choose what to display on the statement, Bid #, Table Name, or Table #, you can choose what statements you want to print and the order your statements will print.

***From here you can also send one guest their statement by clicking on the envelope to the right-hand side of the guest's name.