Reports and progress
Understand what has actually been raised.
Read confirmed contributions, progress and settlement records in their proper context.
- Read totals in context
- Campaign summaries and transaction reports describe different aspects of activity. Confirmed contribution totals should be distinguished from payment attempts, donor counts and settlement balances.
- Review the campaign over time
- Use the Creator reporting tools to assess the campaign’s activity and identify records that need investigation. Compare like-for-like states when reporting progress to stakeholders.
- Reconcile before publishing outcomes
- Check transaction and withdrawal records before presenting a final financial result. Restrict donor-level information to authorized people and share aggregated information where individual detail is unnecessary.
Donor details remain restricted to authorized people.
