The Supporters report contains data on supporters in the platform and how much they have raised.


In this article, you will learn how to:



Find a supporter


To find a supporter:


  1. Select Accounts > Supporters in the Charity Checkout menu.

  2. If you want to filter the supporters that appear in the list, use the filters at the top to filter the list by join date and user type, and then click Search.

  3. Find the supporter in the list.




Download a Supporters report


To download a Supporters report:


  1. Select Accounts > Supporters in the Charity Checkout menu.

  2. If you want to filter the supporters that appear in the report, use the filters at the top to filter the list by join date and user type, and then click Search.

  3. Click Export.


Note: If the Marketing Opt-In field is blank, this means the supporter has not opted in to your marketing.




Add a custom code to a Supporters report


Custom codes are codes that you can add to reports to aid you in integrating our reports with your databases.


Note: You can add a maximum of four custom codes to each report.


To add a custom code to a Supporters report:


  1. Select Accounts > Supporters in the Charity Checkout menu.

  2. If you want to filter the supporters that you wish to add the code to, use the filters at the top to filter the list by join date and user type, and then click Search.

  3. To select all of the supporters in the list, click the tickbox in the top row. To select individual supporters, click the tickbox on the corresponding rows.

  4. Click Edit custom codes.

  5. Select the custom code row you wish to add to from the dropdown.

  6. Enter the custom code in the field.

  7. Click Update.