👩💻 At a Glance
Turn your Social Sync data into downloadable CSV files that you can manipulate offline or upload to other platforms.
In the Reports are, you can choose between the new export version (V3) or the legacy export version (V2). However, the campaign filter is only available for new export version (V3).
The new export version (V3) is currently only available in the Reports area in the Data Centre. Exports created via campaign dashboards will continue to use the legacy version (V2).
To create a report using the new version (V3), select the report type, specify a date range and apply a campaign filter.
The report types are broken down by:
Registrations – Supporter registrations, tickets, teams, and consent.
Fundraisers – Fundraiser page performance across all platforms.
Teams – Team pages, member totals and captain details.
Transactions – Donations, ticket sales, refunds and recurring donations.
Report Builder
To create a report:
Select report type – Select the relevant report type from the five available.
Select report builder version – Choose V3 (latest version) or V2 (legacy version). Please note that the campaign filter is only available for V3.
Select date range – Manually select the date range or click a predetermined date range offered by Social Sync.
Add campaign filter (optional) – If using report builder V3, you have the option to apply a campaign filter to help refine your data.
Export status – If the CSV has been exported successfully, the a success screen will display and you'll be prompted to exit. You can then download the report via the Report History table. If the CSV export is unsuccessful, an error screen will display and you'll be prompted to retry. If the error persists, please contact support.
Report History
The report history provides a record of the reports that have been exported from your Social Sync account.
The table contains five columns:
Title – The name of the CSV file.
Date – The date the CSV file was downloaded.
Type – The type of report: Registrations, Fundraisers, Teams or Transactions.
Created by – The user who created the report.
Status – The export status: Exporting, Ready or Errored.
Click on a column heading to sort by ascending or descending order.
To download or delete a report, click on the three vertical dots next to a report.