Using the Export Tool

In this course, you’ll learn how to use WeGive’s Export Tool to download filtered and customized data from your dashboard tables.

We’ll cover:

• Locating the export button on tables like Supporters, Payments, and more
• Applying filters to narrow down the data you want to export
• Selecting which columns or fields to include in your export
• Confirming and generating your export file
• Accessing and downloading your export from the Data > Exports tab

By the end, you’ll know how to create clean, filtered CSV exports of any dataset in WeGive for reporting, analysis, or backup.