Under Export in the main menu of OnlineFundraising, you will find the Export module, where you can access all your data in a structured way. We have organised the export options into different categories, making it easy for you to find the type of data you need.
1. Create New Export
The first thing you need to do is click on New Export in the top right corner.
2. Select Export Type
Next, select the data you wish to export under What would you like to export?
A longer list will then unfold, showing the main categories: Dunning and Maintenance, Transactional, Metadata, SMS, and Onboarding by TM and F2F.
- Dunning and Maintenance – These reports support the fundraiser in their efforts to retain the donor base.
- Transactional – Raw data from OnlineFundraising. Transaction and Accounting Optimise are particularly useful for your bookkeeping.
- Onboarding by TM and F2F – Raw data related to activities in telemarketing and street fundraising.
- SMS – Raw data for incoming and outgoing text messages.
- Metadata – A log of all registrations of both system-defined and optional fields.
3. Give Your Export a Name
Name your export. We recommend giving it a name that makes it easy to identify.
4. Optionally, filter your export
Depending on what you choose to export, an option will unfold allowing you to filter your export to include only the information you need.
5. Select Entities to Include
Since April 2025, you can choose which entities in OnlineFundraising you want to include in the export. Depending on the export type you have selected, one entity will be preselected. From there, you can choose which others you would like to include.
This ensures that personal data is not unnecessarily included in exports where it is not needed, and that the many columns do not become unnecessarily overwhelming.
6. Optionally, Include Data
For certain export types, you can choose to include data.
7. Create Your Export
Finally, click Create in the top right corner, and then you can download your export from the list view.
Frequently Asked Questions
-
Can I save a template so I don’t have to enter the fields again?
No, not at this time. -
Can I schedule an export to run at a fixed time?
No, not at this time.
If you have any further questions, you are always welcome to contact us at support@onlinefundraising.dk