Downloading Sponsorship Reports

Created by Get Chatty, Modified on Fri, 21 Jan, 2022 at 10:48 PM by Get Chatty


Downloading Sponsorship Reports (PDF / CSV)


1. Navigate to a Sponsor by clicking on it from the Leaderboard; or

Navigate to a Sponsor by clicking on it from the Leaderboard; or



2. Navigate to a sponsor by clicking Sponsorship > Manage Sponsors; then

Navigate to a sponsor by clicking Sponsorship > Manage Sponsors; then



3. Click on View for the appropriate Sponsor.

Click on View for the appropriate Sponsor.



4. Modify the Date Range for the Report you wish to export.

Quick dates can be chosen:
Y - Past Year
3 - Last 3 Months
1 - Last Month
W - Last week
Or;

Modify the Date Range for the Report you wish to export.



5. Click on Open calendar to select a custom date range.

Click on Open calendar to select a custom date range.



6. Select your date range.

Select your date range.



7. Click on the Download icon

Click on the Download icon



8. To export a PDF report of all transactions in the date range click "export pdf"

To export a PDF report of all transactions in the date range click "export pdf"



9. To export a csv report of all transactions in the date range click "export csv"

To export a csv report of all transactions in the date range click "export csv"




This workflow was created with Tango. 

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