Reporting

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Recurring Donation Reporting
Click on Reporting then select Recurring Donations Select one or more filters and click Search:   Type: Choose Recurring donations generated from Text to Donate or Crowdfunding activities or both. Status: Search for Active re...
Export a Report of Donations and Donor Information
Your organization can access donation and donor information in real-time. You can include multiple types of donations in one report while filtering certain dates, keywords, and even last four digits of the payment method. To export a report of dono...
 Manage recurring donations
While you cannot change a donor's recurring donation for security reasons, you can cancel  it,  update the credit card information or send the supporter a text  to update it themselves.   Click on Reporting , th...
How do I export the results of a Non Payment Form
Non Payment forms may be anything from an RSVP or Reservation to an Event, a Survey, Signup, Petition or many other things. You probably want to view the results of those forms! The process is the same as provided in the document: How do I export a...
Setting Up Google Analytics
You want to know how well your activities are doing. You want to get information on your supporters and donors. You may use Google Analytics with your organization's webpage. You can also use Google Analytics and eCommerce Tracking to get m...
Using Google Analytics
Google Analytics enhances the Reporting numbers you can get from your MobileCause reports. With the Ecommerce turned on allows you to view your donations over time (transactions), the size of the donations, donations on specific keywords, etc. You c...
Pledged, Pending, and Collected Donations
Collected Donations Donations that have been completed and fully processed. Pending Donations Donations that have been completed, but have not yet been fully processed. The funds are in-transit from the donor to your organization. Collected and ...
Insights
This page will provide you with interactive charts to quickly view the health of your campaigns. You can export images suitable for your presentations or reports and view where you are succeeding in different campaigns. Please note that Insights ar...
Email Reporting
To view your email messages that have been sent, you will need to go to Communication & Marketing > Messages And then click on the Outbox . Both email and SMS (text) messages will be listed in the outbox and can be differentiated...
Campaign Metrics
When you click on a Campaign tile from the dashboard to go into the campaign, you will immediately see similar graphic metrics that you see on the dashboard. If you click on the Amount, it will expand to show you details about the Payment Method...
Reporting & Analytics
There are several ways you can collect information from your MobileCause account: Exporting Donations and Donor Info Campaign Metrics Reporting in Crowdfunding and Peer-to-Peer Fundraising Email Reporting Text Message Tracking Recur...
Saved Reports
You can save your various reports and access them from one location under the Saved Reports tab under Reporting > Search Transactions . All filters, such as Date Information, Campaign, or Keyword, and any export fields you select will be sav...
How do I get notified of a failed recurring donation?
You can choose to receive a notification when a recurring donation fails to run. You could then reach out to the donor (aside from the automatic attempts our system makes) to ensure you collect a new payment method for their recurring donation. The ...
How do I delete a keyword or campaign?
Technically speaking a keyword cannot be deleted, but a campaign (and any keywords inside that campaign) can be deleted. This means that you can move your keyword off to a new "dummy" campaign named DELETE ME, so that you can later go and ...
Why is there no mobile number for failed credit card donations?
If there is no mobile number captured for a donation that has failed, this means the donor tried to donate directly through a web form, without sending a text message and without entering a phone number. MobileCause will have no record of a phone nu...
What donor information is exported in a donation report?
Donation forms can be customized with unlimited fields for donor data collection. All donor data can be exported so you can sort it and, if you'd like, upload it to your Customer relationship management (CRM) system. Common required donor data ...
What is an API?
API stands for A pplication P rogramming I nterface. In general terms, it is a set of clearly defined methods of communication between various software systems – in this case, between MobileCause and your organization's Customer Relatio...
 Manage or Move Pledges and Donations
If a donor submitted a pledge or a donation to an incorrect activity, you have the ability to move it to the correct one.   To do so,  Go to Reporting > Manage Pledges and filter as needed, such as date or the originating ke...