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How can I see a complete list of donors?

Last Updated: Jul 27, 2016 02:49PM CDT
Only the WePay account holder (the Funds Manager) will be able to see a complete list and breakdown of the gifts, donor names, and donor emails. This list can be exported into an excel or CSV format for easy reporting. Here's how you can log into your WePay account to retrieve this list. 
 

Step 1: Log into your account on www.wepay.com and click on your account balance on the right side of your welcome screen.

Step 2: Choose the date range you would like to view. To see all of your transactions, choose the date before your start date and then today's date.

Step 3: You can click on any of the individual transactions to see details, which will also provide a preview of what details you will see in the excel/CSV report.

Step 4: Click on the "export" button to download the report for the date range that you chose.



Note: All team members will see a privacy controlled version of the supporters list that will take into account who wished to share their name, amount and contact information, and will also include donation comments, which you can find within your dashboard here.

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