Using CSV Download

This article explains how you can export the information from the donations table using the CSV download feature.

Exporting Donation Records

Exporting Records Using Filters

1. Log into 360MatchPro account ---> Donations

To export donation data from your 360MatchPro account, you can set filters for the records you need including date, status, and particular campaigns, and then export a CSV file of all the records within the filters. Below is an example of filtering entries by date. In the date range, simply input the timeframe you would like to filter donations from. Once the date range has been determined, click the "CSV Download" button to export the file. 

The CSV export feature also supports filtering by donor status and eligibility. To use these filters, only check the boxes you wish to include in your filter. Once checked, you can click the "CSV Download" button to export the entries you've filtered. Below is an example of filtering by the "Match Initiated" donor status. 

View this article to learn more about sorting and filtering donation records.