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How to Share a Post/Content from the Public Page on Social MediaWhat are Neki's transaction fees?How to reset my password on Neki?Sending funds to a non-profitHow can a charity partner with Neki? How to register a non-profit?How do I get a copy of my donation receipt?How does that charity receive the donations from the employees/company?How does Neki work?What does "Neki" mean?How to Connect with a company on Neki?How to Enhance your Brand through the Neki PlatformHow to link Neki Notifications to Microsoft TeamsHow to change Privacy Settings for your Profile?What is Individual ProfileHow to Create Fundraiser with Friends as Company UserHow to integrate Slack with NekiHow to integrate Stripe with your Neki account as a Nonprofit Admin?What is Open and Gated Community?How to set Social Impact Statistics?Fundraising and Volunteering Opportunity Template What is Giving Opportunity?How to Configure Donation Matching as a Company Admin for Your Organization?How to Invite Users to Your CommunityHow to Track Your Donations
Nonprofit Admins
How to celebrate your supporters as a Nonprofit Administrator?Managing Your Nonprofit’s Public Page on NekiHow to create content and publish on your page as a Nonprofit AdministratorHow to edit or delete a public post as a Nonprofit AdministratorHow to update your logo, banner, slogan, vision, mission, etc. as a nonprofit admin?How to create Project as an NPO Admin?How to create Volunteering Opportunity as an NPO AdminHow to manage Volunteering Opportunity as an NPO adminHow to create Razorpay Donation Page as a Nonprofit?Analytics on NekiHow to Send Automated Donation Receipt to donorsWhat are the features available for non-profits on Neki?Manage your public content as an Administrator of a Non-Profit
Supporters and Employees
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Company Admins
How to celebrate an employee as a Company AdministratorHow to Create a Public Page for your CompanyHow to create content and publish on your public page as a Company AdministratorHow to edit or delete a public post as a Company AdministratorWhat is Gift of Giving?How to Configure Donation Matching as a Company Admin for Your Organization?How to integrate Stripe with your Neki account as a Company Admin?Connecting Your Neki Public Page to Your Marketing WebsiteHow to Customize the Platform's Colors to Match Your Brand's PaletteHow to Download Donation Data as a CSV File on NekiHow to use Neki's platform to generate leadsIs the employee/company donation tax deductible?Rewarding your employees on Neki as a Company AdministratorManage your content as an Administrator of a CompanyHow to Create an Engaging Challenge for Your Teams?

How to Download Donation Data as a CSV File on Neki

As the financial year draws to a close, having well-organized records is essential. Neki makes it simple for administrators to download donation data for year-end reports, tax purposes, or general tracking. Follow the steps below to download CSV files for your donations, including Gift of Giving programs.

Why Downloading CSV Files is Helpful
 
Downloading donation data as a CSV file makes tracking and reporting easy. Here are the key benefits:

       1. Streamlined Year-End Accounting: Quickly access the data you need for 
           tax purposes or annual reports.  

       2. Flexible Filtering Options: Customize the data you download, whether it’s 
           for the last 30 days, quarterly reviews, or the entire year.

       3. Detailed Insights: View data for total donations, employee contributions, or 
            employer matches, giving you a clear breakdown.

       4. Simplified Gift of Giving Tracking: Easily filter and download data for 
            specific Gift of Giving programs. 


Follow these steps to download CSV files for your donation data.

Step 1: Log in to Your Account



Step 2: Navigate to the Administration Section



Step 3: Open the Dashboard

Within the Administration section, click on the Dashboard tab to access your organization’s donation data.




Step 4: Access the Donations Tab

In the Dashboard, click on the Donations tab. This is where you’ll find all donation records.

Step 5: Filter Your Data

Use the filters provided to customize the data you want to download. You can filter by


Date: View donations for the last 30 days, specific quarterly periods, or the entire year.



Type of Donation: Choose from:

      Total Donations

       Employee Donations

       Employer Match


Step 6: Download the CSV File

After applying your desired filters, click on the CSV icon to download the data in a CSV file format.

For Gift of Giving Donations:

Follow the same steps above but select the Gift of Giving donations section under the Dashboard.



Once filters are applied, click the CSV icon to download the data.

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