Snapshot report

The snapshot report contains registration, team, and donation information in one report that can be downloaded and managed within Excel.

Step 1: Click the Reports Tab

The following page appears:

Step 2: Set Report Criteria

Select the Event: Click the arrow beside Event and choose an event.

• You have the option to select more than one event for this report. Click the arrow beside Event and choose Select Multiple Events.
• Click the box beside Select All to include all events OR click the box beside each event you want to include.
• If you select only one event and it has more than one location, then you can select a location for the report.
• Choose a starting and ending date for the event.

Click Run Report

The report will begin to download and you will be prompted to Save or Open the file.

Note: The URL referrer column reports the referral URL for each donation. The URL referrer is not collected for registrations.

 The following scenarios will display “Direct/None” as the URL referrer:

• The donor accessed the donation form on a mobile device
• The donor pasted the URL directly into the browser address bar

 The following donation types display a blank URL referrer:
- Monthly
- Offline Paid-in
- Data Entry
- Offline (Cash)