Accessing your Donor Data
Head to the Reporting tab of your Dashboard, which contains all of the contributor information you’ll need to complete accurate reports.
First, you should read through the compliance and reporting guidelines we’ve laid out for you, so you have a good understanding of the rules and regulations. Just click the link within the Disbursements tab.
Reminder: we’re glad to offer some helpful information, but this is not legal advice. You should consult with your counsel and your compliance team when filing compliance reports.
Once you're up to speed, import your CSV contributor data. CSV, which stands for comma separated values, is a popular and universal format that should work with all types of donor tracking software, including Excel and Access.
Visit the Downloads tab and click the Download button to import your CSV data. You can download contributions for a specific time frame or contribution form, or a report for all contributions.
You can also download a report for a specific contribution form by visiting the Statistics tab on your form.
You’ll find the Statistics tab along the lefthand side of your Dashboard, or directly on your form above your custom blurb.
The Statistics tab will show you a table of the contributions that specific form received, broken down by refcode. Below the table, you should see an “Additional tools” option. Toggle the drop-down menu and you’ll be able to download a CSV of contributions.
If you need to download a CSV for a specific check or disbursement of funds, head to the Disbursements tab underneath the Reporting center heading.
Just scroll to find the date or check number you’re looking for and choose the CSV button all the way to the right.
If you’re a federal campaign using the compliance software NGP, we make it really easy for you. Click the link to download NGP data next to a check disbursement, just like you would if you were downloading a CSV.
visualizing your donor data
Head over to Donors tab in the left menu of your Dashboard.
This visualization tab is a way for campaigns and organizations to analyze contributor data by tracking highest previous contributions (HPCs) and total contribution amounts from individual donors.
You can also select groups of donors based on their donation history and download their email address and contributor information. That means groups can create targeted email lists without needing to know a line of SQL!
Reading The Chart
Navigate to the “Donors” tab of your Dashboard (previously called the “Uniques” tab).
You’ll see a graph that looks something like this, with a visual representation of your donors according to their highest previous contribution amount:
You can also select “Total Contribution Amount” in the “Show your donors by” menu, to view a different set of data.
In which case, you’ll see something like this:
Understanding the Chart
This chart has a log scale for both its x and y axis. A log scale increases by an order of magnitude, rather than a fixed amount, which allows us to present a clearer picture of your data.
If you look at the x-scale, you’ll see there’s more space between 1 contribution and 2 contributions than there is between 8 and 9. There are far more people who gave just 1 contribution, but on a regular graph all those dots would be stacked on top of each other. So, by choosing a log scale, we’re able to show you more of your actual data.
The x-axis shows the total number of contributions a donor has made to your campaign or organization in their lifetime on ActBlue. The y-axis shows the donor’s highest previous contribution, or the total amount that they’ve donated, depending on which view of the chart you’ve chosen.
Values on the y-axis are rounded. For values from $1 to $5, amounts are rounded to the nearest dollar. For $5 to $25, they are rounded to the nearest $5, and from there on, tens are rounded to tens, hundreds to hundreds, and so on.*
For values on the x-axis, contribution numbers above ten are rounded to the nearest ten. It’s unlikely that you’ll have contributions ranging in the hundreds, but in that case they are rounded to the nearest hundred.
You can see highest previous contributions for your entire donor base, along with information on how many individual donations people have made.
Click a dollar value or a number of donations to highlight a row or column. You can switch to the other visualization to see how their total volume corresponds.
Using the chart to target donors
You can download a CSV of the email addresses and the corresponding contribution data from a column, row, or selected range of the graph.
Select a column or row by clicking on the corresponding value. You’ll see the grey box in the corner with a breakdown of the total number of donors represented in the chart as opposed to the amount of donors you’ve selected.
Then simply click “Download selected” in the upper right hand corner, and you’ll have a CSV of those donors you want to target.
To select a custom set of data, drag your mouse to draw a box around your desired values and then download the data.
This allows you to do some pretty sophisticated targeting without needing to do the backend work. You can easily target donors based on their highest previous contribution and frequency of donating without knowing a line of SQL.
You can also toggle the graph to show outliers (people who fall outside the scale of the graph), if you’re interested in targeting those donors.
*We chose this rounding scheme to simultaneously maximize the granularity of useful information and minimize unimportant visual clutter.