Before you start
- Sign in with an account that has organization administrator access.
Step 1
Open Analytics & Reports
Choose the analytics area in the organization sidebar.
Step 2
Set the reporting scope
Use date ranges or other available filters before comparing metrics.
Step 3
Review summary and trends
Read donations, donor activity, drive comparisons, and shipment breakdowns with their labels.
Step 4
Export the relevant data
Choose the supported export type and download the report.
Step 5
Check the export
Verify the date range, organization, and columns before sharing or using the file.
What happens next
You have a report scoped to the intended organization and reporting period.
Troubleshooting
- Metrics may use different definitions or exclude particular order statuses.
- A chart total and an exported row count are not automatically the same measure.