Can I Modify Columns on the Dashboard?

Fundraise Up provides a wealth of data when recording donation information, including payment type, tribute information, and many other details. While not all of these data points are available as columns on your donation dashboard, you can easily export all of these fields for reporting and analysis.

Although modifying the columns directly on the dashboard is not possible, there are alternative methods to access and customize your donation data. The Quick Export option is available on the Donations, Recurring Plans, and Supporters tabs of your Fundraise Up dashboard, allowing you to export data from each of these sections.

Long-term Reporting Solutions

For long-term reporting needs, we recommend using one of the following methods:

1. Exports Tab: Set up scheduled or ad-hoc exports using the Exports tab in your Fundraise Up dashboard.
2. Integrations: Use an integration to automatically transfer data from Fundraise Up into your CRM system.

Quick Export Option

If you need to export data quickly, follow these simple steps:

1. In the top navigation of your Fundraise Up dashboard, navigate to the desired tab (Donations, Recurring, or Supporters).
2. Click the Quick export button.
3. Select your preferred file format: .xls (Excel) or .csv (Comma-Separated Values).
4. Check the boxes next to the fields you would like to include in the export.
5. Click Export donations to generate the file with your selected data.