If you're running a Keep What You Raise (Flexible Funding) project, you can access your supporter and transaction details while your campaign is still live. However, we recommend that you wait until your project has closed successfully and you've received your funds before sending out rewards (as anyone can refund their own pledge before the project is closed).

If your funding type is set to All or Nothing you can access your supporter and transaction details once your project closes successfully.

If you are running a Charity Profile you can find all of your reporting by navigating to the 'My charity' overview page and going to the 'Reports' tab.

💡 Please note: These reports contain GDPR sensitive information, such as email addresses and postal addresses, so you'll need to tick the box agreeing to the terms and input your password before clicking 'Generate and download'.

You have the ability to change the date range or filter by a set timeframe and if you have multiple projects sitting under the parent project you can select which ones to include.

All files will download in CSV format.

If you need a list of your supporters' details for marketing, you can download the marketing permissions report and use this to contact your supporters for marketing purposes. Please see this guide for further information on what you can send to your supporters.

Anyone who has opted out or unsubscribed will be in your most recent marketing opt-outs report.

If you need a list of your supporters' details for sending out your rewards, you can download the rewards report which will show you the supporter details, which reward they pledged on, any reward options if applicable and a postal address if you selected that the reward needed to be sent by post.

This report contains the names and postal addresses of supporters who selected to provide a Gift Aid declaration when pledging to your project. You will need this when claiming Gift Aid from HMRC and it is in an HMRC compatible format to make your claim easier.

If you need a list of all transactions made to your project for financial reconciliation, you can download a transaction report. This report contains:

The payout transactions report will show all of the same fields as the transaction report (detailed above) but will only show the transactions that have already been paid out to your bank account for financial reconciliation. If your project is still live this allows you to keep a track of which donations have been paid out already and which are yet to be paid.

The payout summary report shows the payouts you have received, the date of the payout, the net amount and fees that have been deducted and the statement descriptor that should appear on your bank statement allowing you to trace the payout.

If you are running a Prize Draw you will be able to download a list of entrants to make it easy to select a winner at random.

This will download as a CSV and contain the following:

• Entry ID

• Supporter name

• Supporter email

• Entry date

There will be one row per entry, i.e. if a supporter buys 5 entries, there will be 5 rows with that supporter’s information on them.

If you are running a Community Shares project or a Political Fundraiser you will have another separate tailored report relevant to your project type in the reports section.

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