Exporting donations by team is available on the Standard plan and above.
To export the donations by team from CauseVox, follow the steps below:
Step 1: Under Manage, select the campaign using the dropdown at the top. Select Team Pages from the left navigation and select the profile you wish to edit.
Step 2: Select Donations at the top and Export on the right.
Step 3: Customize your report by adding Available Columns to the Selected Columns. You can also remove any unnecessary data.
Step 4: Drag and drop the Selected Columns to create a custom order for your spreadsheet.
Step 5: Select Save as Preset to save your column configuration. The next time you run the report, you can select from the preset Dropdown at the top to load your saved column configuration.
Save unlimited presets to run multiple customized reports.
Step 6: Select All Dates, or a custom date range in UTC time, as well as the file format to download as a CSV or Excel file and select Download.
Step 7: Under Exports, view the progress of your exports ready for download, and download any current and historical exports.
This is a great tool to use if your team admins are looking to follow up with the donors to their team.
Learn more about the data included in the donation export.