How to Export Bidder and Payment Reports
This is how you export bidder and payment reports.
In the left sidebar, under CAMPAIGN, click Activity Feed. There is no sidebar item named Post Event Tasks. There is no sidebar item named Download Reports.
The page URL may still include /post-event-tasks/reports.
File exports are on Downloads. Each listed export shows Excel and a Download button.
For the full reports page, see Auction Reports and Data Exports.
Open Downloads
- Go to your dashboard.
- Click Manage auction on the auction card. That opens Campaign Hub.
- In the left sidebar, under CAMPAIGN, click Activity Feed.
- Click Downloads.
The heading is Custom or additional reports.
If you need a report that is not listed, email support@charityauctions.com and describe what you need.
The tabs on Activity Feed are Live Visitors, Live Analytics, Financial Summary, Item Performance, Bidder Activity, Bid History, and Downloads. This article is the file export path. It is not a walkthrough of every tab.
Bidder exports
Bidders. Helper text is Registered bidders and contact information.
- Bidder List. Helper text is All registered bidders with contact information. Excel. Download.
- Recent Activity. Helper text is All auction activity including bids, tickets, invoices, and donations. Excel. Download.
Payment exports
Financial. Helper text is Invoices, donations, and payment-related exports.
- Invoice Export. Helper text is All invoices with payment status and details. Excel. Download.
- Donations Export. Helper text is All donations (Direct, Paddle Raise, Fund a Need). The dropdown on that card is All Donations. Excel. Download.
Other exports on Downloads
Auction items. Helper text is Catalog, sales, and unsold inventory.
- Item Catalog. Helper text is Complete catalog of all auction items with details. Excel. Download.
- Sold Items. Helper text is Items sold with winner and donor information. Excel. Download.
- Unsold Items. Helper text is Items that did not receive winning bids. Excel. Download.
Tickets. Helper text is Ticket sales.
- Sold Tickets. Helper text is All sold tickets information. Excel. Download.
Each export is Excel. There is no PDF button on Downloads.
Related invoice list export
Invoice files also exist on the invoice list. That is not the Activity Feed reports page.
In the left sidebar, under TOOLS, click Invoices & Payouts. You land on Invoices. On that list you may see Export All. That exports the invoice list. It is not the bidder and payment reports path.
Need help with bidder or payment exports? See How to Contact CharityAuctions Support. Email support@charityauctions.com.
Frequently asked questions
Where do I download auction reports?
From the dashboard, click Manage auction. In the left sidebar, under CAMPAIGN, click Activity Feed. Open the Downloads tab. There is no sidebar item named Post Event Tasks. There is no sidebar item named Download Reports. The page URL may still include /post-event-tasks/reports.
Can I export reports more than once?
Yes. On Downloads, click Download on the export you need. You can do this as many times as you need.
What format are reports in?
On Downloads, each listed export shows Excel and a Download button. There is no PDF button on this tab.
Are payment and bidder reports separate?
Yes. Under Financial, use Invoice Export and Donations Export. Under Bidders, use Bidder List. Each card shows Excel and Download.
Where is Post Event Tasks or Download Reports?
Neither is in the left sidebar. In the left sidebar, under CAMPAIGN, click Activity Feed. File exports are on the Downloads tab. The page URL may still include /post-event-tasks/reports.
Related articles
- Auction Reports and Data Exports
From the dashboard, click Manage auction. In the left sidebar, under CAMPAIGN, click Activity Feed. There is no sidebar item named Post Event Tasks. The tabs are Live Visitors, Live Analytics, Financial Summary, Item Performance, Bidder Activity, Bid History, and Downloads. File exports are on Downloads. Each listed export shows Excel and a Download button.
- How to See Bids (Bid History)
To see bids, open Activity Feed, then Bid History. From Campaign Hub, in the left sidebar, under CAMPAIGN, click Activity Feed. Open the Bid History tab. Expand an item to see each bidder, amount, and date and time.