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🏷️ Totals by Tag Report

The Totals by Tag report helps you see how much was raised based on tags you’ve applied to bidders or items. It’s especially helpful for peer-to-peer fundraising or when tracking donations to different causes or groups.


⚙️ How to Access the Report

  1. Go to Reports in your admin menu.

  2. Click Totals by Tag from the bottom of the list.


📝 Set Up Your Report Filters

Before generating your report, choose the filters you want to apply:

  1. Select a Tag Type:

    • From the dropdown, choose Item or Bidder tags


  2. Select a Date Range (optional).

  3. Choose the Tags to Include:

    • All Tags Created

    • Specific Tags (select only the ones you want to see)


  4. Select Categories to Display:

    • Silent Items

    • Live Items

    • Donation Items

    • Quantity Items

    • Combined Totals

Tags must be created in advance under Items or Bidders before they appear in this report.


📊 View or Share the Report

Once you’ve chosen your filters:

  1. Click Filter Results to view the report with your selected criteria.

  2. Click Display Chart to open a live chart view in a new browser tab.

    • The chart updates automatically every 15 seconds with any new data.

  3. Click Create Chart Share Link to generate a link you can send to others.

This live chart is great for donor walls, campaign progress meters, or team competitions in peer-to-peer events.


📥 Download a Spreadsheet Report

Prefer a downloadable file? You can export your data as a spreadsheet:

           

  1. Click CSV to download a full report.

    • Includes all selected item categories

    • Includes both paid and unpaid sales


✅ Use Cases for This Report

  • Tracking team fundraising totals in peer-to-peer campaigns

  • Measuring donor impact by category or cause

  • Visualizing real-time fundraising progress

  • Comparing item performance by tag