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Quick Exporting ​

Quick Export lets you download data directly from any resource table with customizable columns. It's a fast way to get your data into a spreadsheet for simple reporting or sharing.

Looking for advanced reporting? For complex queries, data joins across resources, and scheduled reports, see the Query Builder in the Reports section.

Export Basics ​

All resource types can be exported:

  1. Navigate to the resource (Donations, Recurring Profiles, etc.)
  2. Apply any desired filters
  3. Click Export in the upper right
  4. Customize columns and download

Customizing Exports ​

Selecting Columns ​

  1. Click Export to open the export dialog
  2. View Available Columns on the left
  3. Add columns to Selected Columns on the right
  4. Drag to reorder columns
  5. Remove columns you don't need

Saving Presets ​

Save your column configuration for future use:

  1. Configure your columns
  2. Click Save as Preset
  3. Name your preset
  4. Load presets from the dropdown next time

Save unlimited presets for different reporting needs.

Date Range ​

Choose which records to include:

  • All Records - Export everything
  • Active Filter - Export only filtered records
  • Date Range - Select start and end dates

Note: Dates are in UTC timezone.

File Format ​

Choose your download format:

  • CSV - Comma-separated values (opens in Excel, Google Sheets)
  • Excel - Native Excel format (.xlsx)

Exporting by Resource Type ​

Donations ​

Navigate to Manage > Donations > Export

Key columns:

  • Donation ID, Amount, Status
  • Donor name, email, address
  • Campaign, Site, Personal Page
  • Payment method, Transaction ID
  • Custom field responses
  • Donation Soft Credit Names — everyone soft-credited on the gift, in one cell separated by "; ". Tribute honorees are not listed here; they have their own Donation Tribute Honoree column. For one row per credit, export from Finance > Rev. Credits instead (see Credits).
  • Recurring Profile Fund Names — for a gift made by a recurring profile, the funds that profile is designated to (blank on one-time gifts)

Recurring Profiles ​

Navigate to Manage > Recurring Profiles > Export

Key columns:

  • Profile ID, Status
  • Subscriber name, email
  • Amount, Frequency
  • Total donations, Total raised
  • Created date

Pledges ​

Navigate to Manage > Pledges > Export

Key columns:

  • Pledge ID, Total amount
  • Amount paid, Balance remaining
  • Pledgor name, email
  • Installment schedule
  • Pledge Fund Names — the funds the pledge is designated to
  • Pledge Soft Credit Names — everyone soft-credited on the pledge, separated by "; " (tribute honorees excluded)

Installment Invoices ​

Navigate to Manage > Installment Invoices > Export

Each invoice row can include its pledge's columns, including Pledge Fund Names and Pledge Soft Credit Names.

Installment Payments ​

Navigate to Manage > Installment Payments > Export

Soft credits come in two columns: Installment Soft Credit Names for credits added to the payment itself, and Pledge Soft Credit Names for credits on the pledge it pays.

Installment Transaction CC Fee Est is always "no" (FALSE in Excel, 0 in CSV): an installment's card fee is the actual processor fee, never an estimate.

Personal Pages ​

Navigate to Manage > Personal Pages > Export

Key columns:

  • Page ID, URL stub
  • Fundraiser name, email
  • Goal, Amount raised
  • Number of donations
  • Team assignment

Team Pages ​

Navigate to Manage > Team Pages > Export

Key columns:

  • Team ID, Name
  • Goal, Amount raised
  • Number of members
  • Admin emails

Organization Pages ​

Navigate to Manage > Organization Pages > Export

Ticket Orders ​

Navigate to Manage > Ticket Orders > Export

Key columns:

  • Order ID, Total
  • Buyer name, email
  • Tickets purchased
  • Payment method
  • Ticket Order Soft Credit Names — everyone soft-credited on the order's revenue, separated by "; " (also available on the Tickets export)

Tickets ​

Navigate to Manage > Tickets > Export

Key columns:

  • Ticket ID
  • Attendee name, email
  • Ticket tier
  • Redemption status

Custom Form Submissions ​

Navigate to Campaigns > Forms, open the form, go to Submissions, and click the Export button

Key columns:

  • Submission ID, Submitted At, Status
  • First name, last name, email
  • One column for each question on the form, in the form's order
  • For an address question, the whole address in one column, plus optional columns for each part (Line 1, Line 2, City, State, Zipcode, Country)

The export always covers just this form's submissions, so there is no All Records choice. Presets aren't offered here, since each form has its own questions; instead, your column choices are remembered separately for each form. See Custom Forms.

Export by Team ​

Export data grouped by team for P2P campaigns:

Donations by Team ​

  1. Navigate to Manage > Donations
  2. Click Export
  3. Include Team Page columns
  4. Group/filter by team in your spreadsheet

Personal Pages by Team ​

  1. Navigate to Manage > Personal Pages
  2. Include team assignment columns
  3. Export and filter

Accessing Export History ​

View and re-download previous exports:

  1. Click Export
  2. View the Exports tab
  3. See export progress and download completed files

Export files are retained for a limited time.

Opening CSV Files ​

If your CSV file doesn't open correctly:

  1. Open Excel or Google Sheets
  2. Use File > Import instead of double-clicking
  3. Choose UTF-8 encoding
  4. Select comma as delimiter

This ensures special characters and formatting display correctly.

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