The reports tab is designed for you to view key information regarding your outstanding pledges, contributions, and contact history. It also allows you to easily export this information to excel so you may manipulate it and use it in whatever form you need outside of FundHero. FundHero currently has five basic reports.
- Donation Report: The donation report contains the name, date, amount and contact details of every contribution you’ve received.
- Pledge Report: The pledge report contains the name, date, amount and contact details of every contribution you’ve received.
- Contact History Report: The contact history report contains all name, date, result, and any notes of any contact history you have logged.
- Contact Report: The contact report contains all of your organizations contacts and their contact information.
- Payout Report: This report contains the name, donated date, payout arrival date, amount paid, transferred amount, and Status for any donation that has come online through FundHero. This report information is pulled directly from Stripe (our payment processor), so you know all the information here is accurate and can be used for balancing accounts. (Click here to learn about the payout schedule)
To download a report:
- Click Report in the main navigation bar
- Choose Report Type
- Optional: Select groups or date range
- Click Run Report
- Click Download to open the report in excel or other spreadsheet program