Intro to reports
See our other article for more instructions.
Accessing reports
The pages in your account menu have summary lists of information. These lists also function as reports you can view, edit, and save. These core reports help many nonprofits with their everyday needs.
You can also access reports through Reporting in your account menu. Select General Reports to see some recommended templates. To see any reports you saved, select My Reports. Read on to find descriptions of the core reports and recommended reports.
Core reports
The core reports appear on their respective menu pages. Look below for a list of the pages with reports and the descriptions.
Campaigns
- View the Campaign page to see a full list of your campaigns
- Use the list as a report of past and current campaign performance
- See which campaigns are the most successful and which might need more attention
- Select a campaign to open an overview page and access editing tools
Supporters
- View the Supporters page to see a full list of supporters who interact with you through GoFundMe Pro
- Use the list as a report of supporter information (names, the amount they donate or fundraise, and more)
- Select the Supporter ID number to see more details about a specific supporter
Transaction History
- View the Transaction History page to see a full list of transactions processed through GoFundMe Pro
- Use the list as a report for tracking donations as well as ticket and registration purchases
- Select a Transaction ID number to see more details about a specific transaction
Note: With Giving Cart, the Transaction ID column is renamed to Order ID. This helps to accommodate transactions with multiple items and does not change existing Transaction IDs.
Order Items
- This report only shows transactions made from campaigns using Giving Cart
- Select an Order ID number be taken to the transaction record and see individual contributions that were a part of the transaction
Recurring Giving Plans
- View the Recurring Giving Plans page to see a full list of your recurring donors
- Use the list to check on the status of recurring donations
- Select a Recurring Giving Plan ID number to see more details about the recurring donation
Attendees
- Use this report to see your past and current event attendees
- Select a row to see more details about a specific attendee
Note: Attendee reports only collect data from Ticketed Events and Registration With Fundraising events.
Fundraising Pages
- View the page to see a list of supporters who created fundraising pages
- Use this report to check on the past and current fundraiser performance
- Identify which fundraisers need celebration or coaching
- Select a Fundraising Page ID number to see more details about a specific fundraiser
Fundraising Teams
- View the page to see a full list of fundraising teams created by supporters
- Use this report to check on the past and current team performance
- See which teams are the most successful and which might need some help
- Select a Fundraising Team ID number to see more details about a specific fundraising team
Note: Fundraising teams and pages are only available in Peer-to-Peer campaigns and Registration With Fundraising events.
Recommended reports
The Recommended Reports are templates with information that many nonprofits find helpful. You can access them by selecting General Reports > Recommended Reports in your account's menu. For descriptions of the templates:
Upcoming Expiring Recurring Plans
- See recurring donations with upcoming credit or debit card expirations
- Reach out to supporters to update the payment information
Returning 1-time Donors
- See donors who gave more than one donation to your organization
- Use this report to see supporters who are ready to become recurring donors
Recurring Plans Over 1 Year
- See recurring donations that have been active for at least a year
- Use this report to evaluate how well you retain recurring donors
Inactive Top Donors
- See donors who have been inactive for over a year
- Reach out to them to remind them of your mission
International Transactions
- See fundraisers who gave with a foreign currency
- Use the report to build a donor base in other countries
Recently Refunded Transactions
- See recently refunded transactions
- Use the report to ensure your transaction records are up to date
GoFundMe Transactions
- See donors that gave to your Nonprofit Page on GoFundMe
- Use the report to track donations that came from your Nonprofit Page or fundraisers of your page on GoFundMe
My reports
You can also access any of your saved reports at any time. Select Reporting > My Reports in your account menu to do so.
Reading reports
There are two ways to create reports on GoFundMe Pro. You can create reports directly from menu pages, or you can select templates from General Reports > Recommended Reports. Once you create and save a report, you can select Reporting > My Reports to view any reports you saved.
Roll-up boxes
Reports comprise two parts. The first part includes the roll-up boxes that appear at the top of a report. These boxes roll-up or summarize a report and its key information.
The roll-up boxes that display depend on the report type. For example, the information in a campaign report and a supporters report differs. So, the roll-up boxes and their summaries differ.
Note: Filters also affect roll-up boxes. We recommend checking your filters to ensure they do not muddle the data in your roll-up boxes.
List view
The second part of a report is the list view. This view contains the actual rows and columns of information in a report.
Sort rows
To sort the rows, select a column header. For example, selecting a column with text like campaign names would sort by A-Z and then Z-A order. Selecting a column with numbers would sort from lowest-highest and then highest-lowest.
Rearrange columns
To rearrange the columns, drag and drop the column header to the desired location.
Access more details
Select the ID number in a list to see more details. The details that appear depend on the type of report you’re viewing. For example, selecting a Transaction ID number in a Transaction History report would open that transaction’s details.
Filters and columns
To see the filters applied to a report, or to apply more filters, select Advanced.
Additionally, selecting Columns allows you to add or remove columns to the report and reposition existing columns.
Reports share many filters and columns, but they also have a few unique ones. Reviewing the definitions for filters and columns can help you as you read reports.
Learn more about report's fields and columns
Connected accounts: roll-up reporting
Connected Accounts allow you to see data and perform actions across multiple GoFundMe Pro accounts. This is a good option if your organization operates multiple GoFundMe Pro accounts (example: having various accounts for different chapters in your organization).
Filter for Accounts
When you access a report, the Account filter shows all accounts you have an admin role for.
Select the dropdown to see a list of the accounts. Then select the checkboxes for the accounts that have the data you want to view.
View the data
Roll-up Reporting
When you mark a checkbox, the data for that account will appear in the roll-up boxes at the top of your data. These boxes roll-up or summarize your data and its key information.
Note: Filters also affect roll-up boxes. We recommend checking your filters to ensure they do not muddle the data in your roll-up boxes. To learn more about using filters, view our guide on creating reports.
Record Details
The data for any selected accounts will also appear in the record or list of information on the page. If you select an individual record in the list, you can see its details. Example: on the Campaigns page, you can see a list of campaigns from multiple accounts. Selecting a campaign will display its details.
Note: When you select an individual record or item in a list, you'll be taken to the account that it belongs to.
Common reports
There are a lot of possibilities when it comes to building reports. To help you get started, here are some reports that are used often: