Reporting & Compliance

In order to be compliant with federal, state, and local laws, your team will need to file reports that provide information about your donors. ActBlue makes that process really simple -- the contribution data you’ll need to complete accurate compliance reports can be found in the “Reporting” and “Downloads” tabs of your Dashboard.

Reporting and Downloads

Before you get started, you’ll want to read through our compliance guidelines. We’re happy to offer helpful information, but this is not legal advice, so you should consult with your counsel and compliance team when filing reports. You can find our guidelines in the “Reporting” tab, as shown below.

instructions

After you’ve read the guidelines, you can download a CSV for a specific check or disbursement of funds in the “Disbursements” tab. Just find the check you’re looking for and click the CSV button at the right of that row.

CSV

You can also head to the “Downloads” tab of your Dashboard, where you’ll be able to export more of your CSV data. You can download contribution data for a specific time frame, as well as a report for all of your ActBlue contributions. Your data will download in CSV format, which should work with all types of donor tracking software, including Excel and Numbers.

If you’re going to upload the CSV into your state’s reporting software and you need it be in a different format, you can easily convert a CSV file into the format you need.

CSV Reports

You can also download data for a specific contribution form by choosing the form and navigating to its Statistics page.

stats

The Statistics page will show you a table of the contributions received on the form, broken down by refcode. Below the table, you will see an option to click “Additional tools.” Open the menu, and you will be able to download CSVs with data for that form. You can also view this data on a webpage by clicking “View detailed contribution list.”

additional tools

If you’re a federal campaign using NGP for your compliance software, you will see an option to download NGP data in addition to the CSV option, which makes reporting even easier.

NGP


Additional Reading

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Downloading Your Data for Compliance

In this article: 1. Your Reporting center 2. Downloads 3. Contribution form data 4. NGP data In order for your campaign to be compliant with federal, state, and local…

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Data Integration

Does ActBlue integrate with Salsa, Blue State Digital, NGPVAN, Trilogy and ActionKit? Yes, we integrate with all of the above! We’ll push all your donor and fundraising tracking information…

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Refunds & Recurring Cancellations

ActBlue gives your team the ability to process refunds or cancel recurring contributions, ensuring that you can handle simple donor relations issues right away. Keep reading for everything you…

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