Use Peer-to-Peer reports to organize your records and identify effective fundraising methods.
When running a Peer-to-Peer fundraiser, you can access and export several reports to help you stay organized. You can also use the data to analyze your fundraising methods, pinpoint which strategies were most successful, and create even more successful Peer-to-Peer fundraisers in the future.
Access Peer-to-Peer Reports
- Select Experiences from the left menu.
- If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image.
- Scroll down to PARTICIPANT AND TEAM* MANAGEMENT and select the information you want to view:
View Participants
Selecting this option generates information about every Participant:
- Participant Name
- Team (if applicable)
- Raised (how much the individual raised)
- Checked In (Yes or No)
You can export two reports from this screen:
Participants Report
This report gives you information about each registered Participant, including:
- ID Number (unique number assigned to each Participant)
- Participant Name
- Team Name (if applicable)
- Phone Number
- Amount Raised
- Ranking
- Registration Date
- Fundraising Goal (if applicable)
- Registered By Name (name of person who registered the Participant, if applicable)
- Registered By Email (email of person who registered the Participant, if applicable)
- Registration Title (name of registration type, if applicable)
- Registration Price (if applicable)
- Discount Price (if applicable)
- Payment Method (if applicable)
- Payment Status (Paid or Pending, if applicable)
- Checked In (Yes or No)
- Address Line 1
- Address Line 2
- Address Line 3
- Country
- City
- State
- Zip Code
- Team Member Sharing Link (link to Participant's Fundraising Page)
- Team Sharing Link (link to Team's Fundraising Page, if applicable)
You can use this report to access contact information or run analytics like which Participants raised the most, which registration types were most popular, and more.
Donations Report
This report gives you information about each donation credited to a Participant, including:
- Payment ID (unique number assigned to each donation)
- Supporter Full Name (person who gave the donation)
- Supporter First Name
- Supporter Last Name
- Supporter Email
- Contribution Date (when supporter first completed checkout)
- Last Updated Date (when most recent changes were made to payment amount, if any)
- Paid Date (when the donation was received)
- Amount (total amount paid, including flat donations and item purchases)
- Flat Amount (flat donation amount, not including any purchases)
- Item Amount (amount paid for purchases, not including flat donations)
- Platform Fee
- Processing Fee (fee charged by payment processor)
- Payment Processor (Stripe)
- Fees Paid by Supporter (total amount of fees paid, including platform fee and processing fee)
- After Fees (how much of the donation your organization receives after fees are subtracted)
- Status (Paid or Pending)
- Team Name (if applicable)
- Participant ID (unique number assigned to each Participant)
- Participant Name
- Payment Type
- Processing Type (Direct Funds or Managed Funds)
- Source (Automatic or Manual)
- Fund Code (if applicable)
- Item(s) Purchased (if applicable)
- Anonymous Donation? (Yes or No)
- In Name Of (only applicable if donation was dedicated to someone)
- Delivered? (Yes or No, only applicable if donor purchased items that need to be delivered)
- Comment (only applicable if donor left a comment when they checked out)
- Cancellation Reason (only applicable if donation was canceled)
- Donor ID (unique number assigned to each donor)
You can use this report to run analytics like which Participants received the most donations, which items or Activities were most popular, and more.
View Teams
Selecting this option generates information about every Team:
- Team Name
- Amount Raised
- Ranking
- Email (of the person who created the Team)
You can export two reports from this screen:
Teams Report
This report gives you information about each Team, including:
- Team Name
- Amount Raised
- Ranking
- Team Description
- Registration Date
- Fundraising Goal
- Registered By Name (name of person who registered the Team, if applicable)
- Registered By Email (email of person who registered the Team, if applicable)
- Registration Title (name of registration type, if applicable)
- Registration Price (if applicable)
- Team Sharing Link (link to Team's Fundraising Page, if applicable)
You can use this report to access contact information or run analytics like which Teams raised the most, which registration types were most popular, and more.
Donations Report
Like the Donations Report on the View Participants page, this report gives you information about each donation credited to a Participant, including:
- Payment ID (unique number assigned to each donation)
- Supporter Full Name (person who gave the donation)
- Supporter First Name
- Supporter Last Name
- Supporter Email
- Contribution Date (when supporter first completed checkout)
- Last Updated Date (when most recent changes were made to payment amount, if any)
- Paid Date (when the donation was received)
- Amount (total amount paid, including flat donations and item purchases)
- Flat Amount (flat donation amount, not including any purchases)
- Item Amount (amount paid for purchases, not including flat donations)
- Platform Fee
- Processing Fee (fee charged by payment processor)
- Payment Processor (Stripe)
- Fees Paid by Supporter (total amount of fees paid, including platform fee and processing fee)
- After Fees (how much of the donation your organization receives after fees are subtracted)
- Status (Paid or Pending)
- Team Name (if applicable)
- Participant ID (unique number assigned to each Participant)
- Participant Name
- Payment Type
- Processing Type (Direct Funds or Managed Funds)
- Source (Automatic or Manual)
- Fund Code (if applicable)
- Item(s) Purchased (if applicable)
- Anonymous Donation? (Yes or No)
- In Name Of (only applicable if donation was dedicated to someone)
- Delivered? (Yes or No, only applicable if donor purchased items that need to be delivered)
- Comment (only applicable if donor left a comment when they checked out)
- Cancellation Reason (only applicable if donation was canceled)
- Donor ID (unique number assigned to each donor)
You can use this report to run analytics like which Participants received the most donations, which items or Activities were most popular, and more.
View prize winners
Selecting this option generates information about every Participant who won a prize:
- Name
- Team (if applicable)
- Prize Won
You can export one report from this screen:
Prize Winners Report
This report gives you information about each Participant who won a prize, including:
- Name
- Team (if applicable)
- Prize Won
- Amount Raised
- Unique Donors
- Units Completed (only applicable if your Peer-to-Peer fundraiser is also an A-Thon)
You can use this report to access contact information and coordinate prize fulfillment.
Questions? Contact Givebacks Support.
Comments
0 comments