Reports and Bulk Exports
The platform has two ways of running reports and exporting political contribution data. When you go to your account name in the upper right hand menu, you’ll be able to access Reports and Bulk Exports.
In Reports, you’ll be able to export contribution records that were detected within a particular date range. Select your Start Date and End Date to assign the desired time period for your report and then select Export. Reports are formatted to make it easy to show regulators how you’ve been monitoring specific people over a given period of time. Previous reports will appear and be available for download at the bottom under Past Reports.
In Reports, you’ll also be able to set up an automatically recurring report (sent monthly or quarterly) to pull all new records detected. Select the Frequency using the drop-down menu, and enter the email address you’d like the report sent to. You can Add Additional Email addresses if you’d like the report sent to multiple people.
Bulk Exports, also under account name in the top right, you’ll set specific parameters for your export, by choosing individuals or entities to include in your export. Select people and entities from the left hand menu whose contributions you wish to include in your export. Select Add All to quickly add everyone available (including entities). You can also filter by record date by heading to Select Record Dates and specifying a date range. Note that contributions from Bulk Exports are organized by “date of contribution” rather than date detected as with Reports. Previous exports will appear and be available for download at the bottom under Past Reports.