In the "Export" section of OnlineFundraising's main menu, you'll find the Export module, where you can access all your data in a structured manner. We've organized the export options into different categories, making it easy for you to find the type of data you need.
1. Create a new Export
The first step is to click on New Export in the top right corner.
2. Choose export type
Next, select which data you'd like to export under What would you like to export?
Here, a longer list will unfold with the main areas: Dunning and maintenance, Transactional, Metadata, SMS, and Onboarding by TM and F2F.
Dunning and maintenance: These reports assist fundraisers in retaining their donor base.
Transactional: Raw data from OnlineFundraising, Transaction, and Accounting optimise, tailored for your accounting needs.
Onboarding by TM and F2F: Raw data for telemarketing and face-to-face recruitment activities.
SMS: Raw data for incoming and outgoing text messages.
- Metadata: Log of all registrations of systemic 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. Filter your export (for some export types)
Depending on what you choose to export, there will be an option to filter your export to include the information you need.
5. Include data (for some export types)
For some export types, you can choose to include additional data.
6. 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 you save a template so that fields don't need to be entered again?
- No, not at this time.
Can you schedule an export to run at a specific time?
No, not at this time.
If you have further questions, feel free to contact us at email@example.com