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Through Peer to Peer events, you have three reports available to you; Participants Report, Donations Report, and Teams Report. You can access your Peer to Peer event reporting by selecting your event from the Active or Past Projects list and choosing the report you want to view from the menu on the left side.
Helpful Tip! If you are looking to view detailed donor information for a disbursement received for funds raised through Panorama, click here for more information.
How to View & Manage Participants using the Participants Report
The Participants Report is where you can view a list of those that have registered for your event and do all of your participant management. This report will provide you with your participant's name, email address, the total amount they have raised, whether or not they have met the fundraising minimum, their registration date, and participant type.
Use the Team drop-down and select a specific team to view all participants associated with that team.
If there is a particular participant you want to work with, use the Search bar to search for that participant.
Export the report into excel to view even more details about your participants such as their fundraising page link, discount code information, whether or not they accepted the waiver (if applicable), team affiliation, full address information, and answers to any custom questions asked during registration.
Managing Your Participants
To view, a specific participant's details use the search bar and select their participant listing to pull up their Participant Details page.
To edit a participant's contact information, team affiliation, answers to custom questions, contact permissions, and to resend their confirmation email select the Edit button in the upper right corner of the Participant Details page. Be sure to select Save after making your changes.
How to View & Manage Donations using the Donations Report
The Donations Report is where you can view event specific donations and perform any event donation management such as adding an offline donation, editing online and offline donations, and reallocating funds to a different participant or team. This report will provide you with your donor's first and last name, email address, donation date, and donation status.
Use the Team or Participant drop-downs to see donations associated with a specific Team or Participant. Use the Status drop-down to view donations of a certain status, such as online - not authorized or offline- pending.
If there is a specific donor you would like to work with use the Search bar to search for that donor.
Export the report into excel to view even more details about your donors such as the fundraiser or team they donated to, donor listing (whether or not they gave permission to be listed in the donor listing), address, display name, matching gift information, whether or not their donation has been disbursed to your organization, and fee information.
Quick Tip!
By exporting your Donation Report you will be able to see what donors chose to Pay the Fee.
Adding Offline Donations
Depending on your event settings, your participants have the ability to enter offline donations through their Fundraising Hub. As an Admin, you also have the ability to add offline donations by selecting Add Offline Donation from the Donations Report.
A pop-up form will display on your screen and prompt you to fill out the information about your offline donor such as:
- Donor First and Last Name
- Enter the Donation Details
- Donation Amount
- Donation Date
- Status
- Credit the donation to a Participant or Team
- Helpful Tip! By leaving both of these fields listed as "Do Not Credit" the donation will be applied directly to the Event and not be associated with a specific participant or team page
- Enter the Event Page Display Information
- Donors Name (how it will be displayed publicly on the page in the donor listing)
- Donor's Comment (if applicable)
- If you would like the donor to display as anonymous check the box next to This donation is anonymous
- Please Note! If you enter a Donor Name and then check the box to list the donation as anonymous, the donation will be displayed as anonymous.
- Enter the Donor's Contact Details
- Email Address
- Phone Number
- Address
- Contact Permissions
Once you have filled out the form select Save.
Managing Online and Offline Donations
To view, a specific donation's details use the search bar to search for the donor and select their donor listing to pull up their Donation Details page.
Quick Tip! If you are working with an Online Donation, you will have the option to Resend Receipt on this page.
As an Admin you have the ability to edit online and offline donations. To edit a donation select the Edit button in the upper right corner of the Donation Details page. Be sure to select Save after making your changes.
For an Online Donation, you will have the ability to:
- Reallocate the donation to be associated with another Participant or Team page
- Helpful Tip! By leaving both of these fields listed as "Do Not Credit" the donation will be applied directly to the Event and not be associated with a specific participant or team page
- Edit Donor's Name (how it will be displayed publicly on the page in the donor listing)
- Edit Donor's Comment
- List the donation as Anonymous
- Edit Donor's Email Address
- Edit Donor's Contact Permissions
Helpful Information! If you need to issue a refund to one of your supporters' please submit a refund request HERE. Be sure to provide us with the email address of the individual who made the transaction, the transaction amount, and the transaction date. This article outlines our refund policy and procedures for transactions made via PGF.
For an Offline Donation, you will have the ability to edit:
- Donor First and Last Name
- Donation Amount
- Donation Date
- Donation Status (pending, received, or rejected)
- Helpful Tip! By setting the donation Status to Rejected the donation will no longer be included in your event's total amount raised and will no longer display in the donor listing.
- Reallocate the donation to be associated with another Participant or Team page
- Helpful Tip! By leaving both of these fields listed as "Do Not Credit" the donation will be applied directly to the Event and not be associated with a specific participant or team page
- Donor's Name (how it will be displayed publicly on the page in the donor listing)
- Donor's Comment
- List the donation as Anonymous
- Donor's Email Address
- Donor's Phone Number
- Donor's Address
- Donor's Contact Permissions
How to View & Manage Teams using the Teams Report
The Teams Report is where you can view team stats, move participants from one team to another, update team captains, create teams, and do all of your team management. This report will provide you with the teams associated with your event, their team captain's first and last name, total team donations, and the number of participants associated with each team.
If there is a particular team you want to work with, use the Search bar to search for that team.
Export the report into excel to view even more details about your teams such as the team captain's email address, the total number of fundraising pages associated with each team, breakdown of online donations made to individuals and the team directly, breakdown of offline donations associated with individuals and the team directly, team page URL, and team fundraising goal.
Helpful Information! Depending on your event settings you may see a team listed as No Team, this is going to include all of the participants associated with your event that have no team affiliation.
How to Create Teams
Depending on your event settings, your participants have the ability to Create A Team during registration. As an Admin, you also have the ability to Create Teams. From the Teams Report select Create Team.
A pop-up box will display on your screen and prompt you to fill out the information about your team such as Team Name, Team Fundraising Goal, and Team Captain. After entering all of the required information select Create Team to save your changes.
Managing Teams
To view, a specific team's details use the search bar to search for the team and select their team listing to pull up their Team Details page.
As an Admin you have the ability to edit the Team Name, Team Captain, and Fundraising Goal. To edit team information select the Edit button in the upper right corner of the Team Details page. Be sure to select Save after making your changes.
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