How to Export Data

Exporting data from WeGive is a simple process. Follow the steps below to download the information you need:

Steps to Export Data

  1. Navigate to the Data Table

    • Go to the table of data you want to export (e.g., Supporters, Payments, Payouts, etc.).

  2. Select the Data for Export

    • From the table, choose the specific data you want to export.

    • Use selection options such as: 

      • Apply Filters

      • Select All

      • Select by Page

    • Ensure that the checkboxes next to the selected data are clicked.

  1. Initiate the Export

    • Click on the export icon located in the top right corner.

  2. Access the Exported Data

    • Navigate to the Exports table to view your exported data.

    • Click the provided link to download a CSV file of the exported data.

Understanding the Exports Table

  • The table displays:

    • The total number of rows to be exported.

    • The number of rows processed.

  • Spreadsheets will appear in the download popup as they become available.

  • Exports are now divided into chunks of 100,000 rows, improving efficiency.

  • No more waiting for an email to track export completion; real-time updates are available within the table.

By following these steps, you can efficiently export and access your data as needed.