Organisation reports are now live in your dashboard, meaning these powerful insights and metrics are now available 24/7.
With the organisation reports you can:
🎉 View your top fundraisers and steppers
👉 Gently nudge anyone who hasn't started fundraising yet
⚡ Get inspiring stats to share on Slack, Teams or email to keep everyone motivated.
STEP by STEP instructions on how to download an Organisation report in Steptember.
1. Open the Organisation Report
As the organisation coordinator sign in, and click on your dashboard.
Click My Organisation tab.
Select Organisation Report.
Wait a few seconds for the report to load, then review the Summary page.
2. Choose the date range
In the top-left of the report, select the date range you want to export.
Make sure the report is showing the correct time period before downloading.
3. Export the main participant data
In the top-right, click Participants.
Click the grey sidebar or anywhere on the table so the action icons stay visible.
Click the three dots menu, hiding in the right corner of the table.
Select Export Data.
Confirm the layout is correct — choose the option "data with current layout"
Click Export.
The file will download as an Excel spreadsheet.
4. Export specific leaderboard or department data
You can also export data for specific sections, such as leaderboards or departments.
Select the date range
For a leaderboard, click the relevant blue header or anywhere on the table.
Click the three dots menu and choose Export Data.
For departments, open the Departments tab.
Select the date range
Click the relevant blue heading or anywhere on the table, then the three dots menu.
Select Export Data, then click Export.
Key Points:
➡️Reports are synced and updated every hour.
➡️Only the Organisation coordinator can view and download a report from their dashboard. If you wish more people to view reports the coordinator must request this through customer service.
➡️ Watch our helpful video on how to pull an organisation report!