Connected accounts: Roll-up reporting

Before you start

Connected Accounts allows 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).

Connected Accounts is in early access and must be added to your subscription plan before you can use it view reporting across multiple GoFundMe Pro accounts. Contact us to start the process.

Filter for organizations

When you access a page in your account, you'll now see an Organization dropdown. This dropdown reflects all of the accounts you have admin roles 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 or organization 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.

FAQ/Tips

Pro tip: Use search

We recommend using search to quickly find transactions, supporters, or other types of data.

My data isn’t adding up. Any advice?

We recommend double-checking your filters. Stray filters are often the cause of muddled data.