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Welcome to Switchboard Automatic Actblue Reporting!
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If you haven't already, make your own copy of this sheet in the File menu above.
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Once you're on that sheet, you'll copy the URL and input it at https://oneswitchboard.com/reporting_sheet (if you haven't already) so we know where to send your real data to.
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Your report is exactly that--yours! Feel free to share with your team.
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You are free to change, hide, or remove any sheets (including this one) or add sheets or breakdowns that you may find helpful.
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The one sheet to be careful with is "Individual Donation Data"--this is the sheet that gets data from our system, and powers the rest of the dashboard (and it's hidden by default).
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Anything you do to individual data there (like sorting) will go away with the next automatic data update, and if you rename or delete that sheet you'll break the automatic updating.
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But if you want to make new sheets/charts/etc using data directly from there, you can.
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And if you do end up breaking something, don't worry about it! The data is safely stored outside of Google Sheets and it takes just a couple of minutes to make a new dashboard if we need to.
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Enjoy! And if you have any questions or problems, or there's something we can do to make this more useful for you, just let us know at support@oneswitchboard.com.
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Some other notes about the data:
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--This data comes directly from ActBlue. Fundraising you collect on other platforms won't be represented here.
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--Refunds are not reflected in this data.
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--Once the initial connection with ActBlue is established, this data is close-to-real-time: currently that means delayed by at most 10-15 minutes.
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--The information about unique donors and new donors is based on the email they provide ActBlue, and thus may be slightly different than your other methods of tracking new/different people.
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--Note that this dashboard does not contain email or any other perseonally identifiable information.
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Email information is converted to an encrypted code--so we know if two donations are from the same email or not, but not what that email address is. We do also store zip code here.
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--This sheet is in Eastern Time by default (for measuring Today vs Yesterday and that kind of thing).
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