Below are instructions to access the Accounting Report after logging into ACTIVE Giving and selecting a campaign from the drop-down - doing so brings you to the My ActiveGiving HQ tab.
  1. Click View Reports
  2. Select Accounting Report
  3. Within Filter Report box (on right), apply an option:
a. Select period from Payment Period drop-down
  • Note: Refers to periods that ACTIVE Network issues payments to your organization
b. Enter start date and end date if you prefer to review a particular period of time
c. Check Use All Dates box
  1. Apply other filters as needed
  2. Click Get Report
AG-View-Reports--Accounting-Report--Filter-Report
  1. The page will refresh and you should see updated details within Donation Summary box and Report Details box
AG-View-Reports--Accounting-Report--Report-Output
  1. Click Download Data to export report (in .csv format) to Excel