Downloading Your Data for Compliance
In order for your campaign to be compliant with federal, state, and local laws, your team may need to file reports with government agencies that provide information about your donors. We’re happy to walk you through where this data lives in your ActBlue Dashboard, but this is not legal advice.
If you have specific questions about filing reports, you should consult with your legal counsel and compliance team! You can direct questions about reporting to the government agency that oversees your activity and ask how to report contributions that you’ve received from ActBlue. This support article explains why we’re considered a PAC and how we function as a conduit for individual political contributions made through our platform.
Your Reporting center
You can find the majority of data you will want to report in the Reporting center in your Dashboard. Find the “Reporting” tab under “Tools” in the Dashboard menu.
In the Reporting center, you’ll be able to download CSVs of your contribution and donor data. CSVs are a popular and universal document format that should work with all types of donor tracking software. The two most important tabs in the Reporting center for downloading CSVs are “Disbursements” and “Downloads,” which you’ll see at the top of the page.
If you’re new to reporting your ActBlue data, read our brief instructions. You’ll find them linked directly under the “Disbursements” tab.
In the “Disbursements” tab, you can download a CSV of all pending contributions that have not yet been disbursed. If you want to see this information on a webpage instead of in a CSV, click “Details.”
You can also download CSVs which list the contributions from each of your disbursed checks. If you want to see more information about a check, including the total money refunded and the processing fee, click “Details.” If you use a merchant account, you will see your donations grouped by month.
In the “Downloads” tab, you can download other CSV reports. You can customize the timeline of most of these reports, for either compliance or fundraising strategy. If a large CSV takes significant time to load, we can send the report to your email.
If you’ve recently requested a report, it will also appear at the bottom of this page.
Contribution form data
You can download donor data for a particular contribution form outside of the “Reporting” tab. When you are looking at a contribution form, you will see a “Stats” tab in the form navigation bar (form navbar).
In the Stats tab, you will see an “Additional tools” option at the bottom of the page. Click the dropdown menu, and there is an option to download the statistics table as a CSV. You can also download a CSV listing all contributions made on that form.
The statistics table lists the contributions for that specific form by refcode. Click on the refcode to see more details about those contributions.
Are you working for a federal campaign that uses NGP for your compliance software? Whenever you see a CSV button, you will also have an option to download NGP data.