Master List Of Giver Accounts
Once a Giver digitally creates their account, or you manually create an account for a donor, you will be able to access a master list of all Giver Accounts in your Givers Panel.
Here, you can manually add Giver Accounts, search for Givers, rearrange and clarify which information you desire to display, and download a report where each line item shows each Giver and their information. Let's take a look at each feature below.
View master list
From the onset without changing any settings, you'll be able to see a master list of all your Givers.
The default columns that will display are:
- Phone Number
- Account ID
Let's look at how to view additional information and as well as how to rearrange that information.
Clicking on Columns, you can select which columns you want to appear in your Givers Panel. Additionally, you can rearrange the order the columns appear. The columns appear left to right in the same order they appear here top to bottom. To change the order of the columns, click on the Columns button.
To view a specific piece of information, click the toggle switch to the on position. To remove the visibility of a certain column, click he toggle switch to the off position.
To rearrange the order of the columns, click the two lines beside the toggle switch, drag it to the desired position, and release your cursor.
How to download a report of Givers
To download a report of Giver profile information, first ensure you have all the columns in your desired order. When you download any report, the columns as you see it in your Control Center will be in the same order that you download your report.
Next, click the Columns button and check off whether to include all available columns or only those toggled on to download in the report.
Exit the Columns options and scroll down to the bottom of your master list. There, you can click Download All Givers. This will download a .csv file of all the information you've set to include in the report, which you can open in any major spreadsheet program/platform.
Keep in mind...
- This will not download individual Giver transaction information. For that, you'll need to view an individual Giver Account. To learn how to do that, click here.
- A manually added Giver Account will download all the information you input.
- While you can provide additional information to a digitally created Giver Account (more on that here), downloaded reports favor Giver-added information rather than admin-added information. This means in digitally created accounts, the information downloaded will not show any information you have added.