What each report contains
- Donations received: gross gifts, fees and the net amount credited to your balance, per campaign and in total.
- Donor count: unique givers, first-time versus returning, and your repeat-giving rate for the period.
- Payout history: every request, its status, settlement date and destination account.
- Campaign progress: funds raised against target, active campaigns and days remaining.
- Update engagement: views, click-throughs and gifts attributed to each published update.
Formats, sharing and delivery
Reports export as CSV for your accountant or audit file and as PDF for board packs, each carrying your organization name, the reporting period and amounts in Naira. Create a share link for trustees who need read-only access, or schedule delivery so the report reaches named board members each month without anyone having to remember to log in and download it.
- Monthly reports close on the first working day of the following month.
- Quarterly reports add trend comparisons against the previous quarter.
- Scheduled email delivery weekly, monthly or quarterly, to as many addresses as your board needs.
- Reports remain available for 24 months, so a past period can be reopened at any time.
Generate a report
- 1Open Reports in your organization dashboard and choose Monthly or Quarterly.
- 2Select the period, the campaigns to include, and whether fees are shown as a separate line.
- 3Choose a format, CSV for spreadsheets or PDF for trustees, and preview the figures.
- 4Download it, create a read-only share link, or save the selection as a scheduled email.
- 5Re-run the same selection next period, or let the saved schedule send it automatically.
When is a period's data final?
Data closes on the first working day of the following month, after the last payout of that period has settled. Figures are locked when the report is generated, so a PDF you share with trustees will not change later.
Can trustees get their own access?
Yes. Create a read-only share link or add their email to a scheduled delivery. Trustees see the report only; they cannot request payouts or edit campaigns unless you also give them that role in your team settings.
Do reports include giver identities?
Reports show donor counts and segments, plus first names where a giver has consented to be identified. Full contact details are never exported, in line with Nigerian data protection expectations and our privacy policy.
Can we compare campaigns side by side?
Yes. When generating a report, select multiple campaigns and the CSV exports one row set per campaign, while the PDF shows a comparison table with funds raised, donor count and update engagement for each.