Downloading Your Data for Compliance

In this article:

  1. Your Reporting center
  2. Downloads
  3. Report Builder
  4. Contribution form data
  5. NGP data

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 data you will want to report in the Reporting center in your Dashboard. Find the “Reporting” tab under “Tools” in the Dashboard menu.

If you’re new to reporting your ActBlue data, read our brief instructions. You’ll find them linked directly under the “Disbursements” tab.

instructions

In the “Disbursements” tab in the Reporting center, you can download a CSV of all pending contributions that have not yet been disbursed. CSVs are a popular and universal document format that should work with all types of donor tracking software. If you want to see this information on a webpage instead of in a CSV, click “Details.”

undisbursed

You can also download CSVs that 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.

disbursed

Downloads

If you are interested in downloading more contribution data, go to the “Downloads” tab in the Dashboard menu under “Tools.”

You can download other reports here! You can customize the timeline of most of these reports, for either compliance or fundraising strategy. If you’re downloading a report, and it 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.

recently requested reports

Report Builder

You can also download reports with information you may need to report in your Dashboard’s “Report Builder” tab

The report builder allows you to build and download fully customizable data reports, with adjustable date ranges and only the columns you want to include! The tool also gives you the option to save templates for reports you want to download regularly. For step-by-step instructions on using the report builder, click here.


Contribution form data

You can download contribution data for a particular contribution form outside of the “Reporting,” “Downloads,” and “Report Builder” tabs. When 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 are also options to download the statistics table or a list of all contributions made on that form. 

additional tools

The statistics table lists the contributions for that specific form by refcode. Click on the refcode to see more details about those contributions.

refcode table

NGP data

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.

NGP data

Additionally, ActBlue’s CSV API lets users automate their processes and download donor data via CSVs without having to log in to the entity Dashboard every time. To access the CSV API for the first time, navigate to the “Admin” section of your Dashboard toolbar and select the API Credentials tab. To get step-by-step instructions for using the CSV API, you can view our technical documentation here


Additional Reading

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Creating & Customizing Contribution Forms

<br /> In this article: Your default contribution form Getting around the form editor Customizing your contribution form Creating a new contribution form Your Default Contribution Form Contribution forms…

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Sending & Evaluating Contribution Forms

In this article: Using your form to fundraise Creating refcodes to track where donations come from Finding out how your form performed Using your form to fundraise You’ve created…

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Getting to Know Your ActBlue Account

In this article: Setting up an account Logging into your account Navigating your account Finding your fundraising tools in the Dashboard Before you begin fundraising Setting up an account…