Client report and export | ZO-Donations guide

The client report is a view-only page, with a link and a code. The client sees the donations, the total and the breakdown by fundraiser, and can export. The report uses the event's audience language and currency.

The Client report area: what the client sees, admin export, and a Create link and code button — Client report on the dashboard

Creating and sharing it

Client report → "Create link and code".
Give the client the link (or QR code) and the code, separately.
You can choose your own code, set an expiry, and choose whether to show the names on hidden donations.

The report sign-in screen on the client's side, with a code field — Signing in to the report on the client's side

Managing it

Change code or Change link: the previous ones stop working.
Revoke: the report is closed.
The report updates in real time, during the event too.

Export

CSV, Excel, PDF and print, from the Donations area or from the report. In a demo event or without a license, exports are marked as a sample.