Reporting And Settlement Features

While on your Insight Dashboard, you will have the option to use our reporting feature to compile data from each fundraiser across your organization. 

The option to view and download these reports will be available by selecting "Reporting" on the left-hand side of your screen.

 

Here, you can create reports across five main categories, some with overlapping information.

Campaigns: Build reports on individual fundraisers/campaigns. Sortable by:

  • Organization
  • Program type
  • Campaign Status
  • Start and end date 

Settlements: View payments sent from fundraisers. Sortable by:

  • Organization
  • Program type
    Status
  • Start and end date. 

School/Affiliates: Sort data by: 

  • School
  • Affiliate
  • Total number of campaigns
  • Total amount raised per entity

Programs: View data by:

  • Program type (e.g., sport or club)
  • Organization
  • Program
  • Start and end date 

Donations: Review all donations, sortable by:

  • Organization or program type
  • Donor name
  • Amount
  • Recipient participant
  • Fundraiser
  • Organization

 

Reports can be exported as PDF or CSV.

 

If you have any questions, please reach out to our support team at support@snapraise.com. We are happy to assist!