Download your donor list, roster, or orders

You can pull your drive's records into a spreadsheet for the treasurer, thank you notes, or your books.

Steps

1. Go to Fundraising and open the drive.
2. Under Gifts, click Download donations (CSV). Each row has the donor, email, who it was for, the gift, the total charged, whether they covered the fee, the platform fee, net to you, refunds, and whether it was a monthly gift.
3. Under People raising, click Download roster (CSV) for each student's team, goal, amount raised, donors, and store orders.
4. For store orders, click Shop & items, then Download orders (CSV). It works as a pickup list.
5. For everything across all your tools, go to Money and click Download CSV.

Good to know

• The download links show once there is something to download.
• There is no separate tax receipt export. Every donor gets an emailed receipt when they give. If your organization is marked as a 501(c)(3), the receipt says so, with your EIN if it is on file. An owner or admin sets this under Settings, Tax status, then clicks Save tax status.
• Each download is recorded in your audit log.