Downloading Designation Reports

quick answer

• Designation reports can be downloaded as CSV files from the admin interface.

• Navigate to Content and Settings > Designations to export the report.

• The export includes designation name, backend identifier, GiveCampus ID, visibility status, and write-in status.

what this article covers

This article explains how to download a complete list of your school's funds (designations) and provides guidance on obtaining reports for designation groups.

downloading designation reports

1. Go to Content and Settings > Designations

2. Scroll down to the "Existing Designations" section

3. Click the Export CSV button at the top right

4. The CSV file will be automatically downloaded to your computer

what's included in the export

The CSV file contains the following columns:

• name — The designation or fund name

• backend_identifier — Your internal identifier

• givecampus_id — GiveCampus's internal ID number

• hide — Indicates if the designation is hidden (Yes/No)

• write_in — Indicates if write-in amounts are accepted (Yes/No)

filtering before export

To export a subset of designations:

1. Use the search box to filter by name or backend identifier

2. Click Export CSV to download only the filtered results

3. Clear the search and click Export CSV to download all designations

Finding which forms and campaigns use a designation

If you need to know where a particular designation is used, note that there is no single school-wide export that shows designations by form or campaign. Use the following methods to locate usage:

• Search for the designation: In Content and Settings > Designations, use the search filter to locate the fund by name or backend identifier. This shows the designation record so you can check details.

• Check per form: Open a giving form that might use the designation, then go to Giving Experience > Form Settings & Display and select the Designation Configuration tab. This view shows which designations are available on that form.

• Check per campaign: In a campaign’s Designation Management view, use the Uses lookup to see its references. This lookup identifies campaign-specific usage such as matches, challenges, leaderboards, tiered campaign pages, and conditional email templates. Remember, it is limited to the active campaign only.

• Review export limitations: The CSV file from Content and Settings > Designations includes standard attributes (name, backend identifier, GiveCampus ID, visibility status, and write‑in status) but does not list the forms or campaigns where the designation is used.

• Audit gifts: To determine actual usage, build a custom report via Online Giving > Reporting > Custom Reports. Add the designation (and optionally campaign_name) column, then filter or group by the designation. This report shows which forms or campaigns have processed gifts for that designation.

For a comprehensive audit, combine these approaches: use the designation search first, then check form and campaign configurations, and finally review gift data in a custom report.

If a designation appears on a form but no gifts are recorded, the designation is set up but not actively used. Likewise, if you see gifts but cannot find the designation on an active form, consider checking archived forms and historical campaign views.

working with the exported file

• Open the CSV file in Excel, Google Sheets, or another spreadsheet application

• The file is named "GiveCampus-Designations.csv"

• You can sort, filter, or analyze the data as required

How write‑in designation text appears in deposit‑based reports

Donor-entered write‑in fund names are stored separately from the standard designation field. To capture the exact text a donor types, add the write‑in columns to your deposit‑based reports.

Fields to include:

• designation_writein — the donor's write‑in text for a single-designation gift or the first split line
• designation_writein2 — additional write‑in text for multi‑split gifts

Note that write‑in text does not appear in the standard designation column. That column only shows the selected predefined fund. If a donor uses a write‑in box, their custom text appears solely in the write‑in columns.

For multi‑split gifts, if a donor provides write‑in text on more than one split, the additional text appears in designation_writein2. Be sure to include both columns when expecting split gifts with donor-entered funds.

Quick checklist for reconciliation and exports:

1. Build or edit your deposit‑based report and add the columns designation_writein and designation_writein2.
2. Export the report to CSV and review the write‑in columns to see the donor-entered text.
3. Do not rely on the standard designation column when you need donor‑provided fund names.

Example use cases:

• Reconciling deposit lines that reference an "Other" or ad‑hoc fund: check the write‑in columns for the donor’s input.
• Reporting on one‑off fund names: export and filter the write‑in columns to identify these entries.

This section ensures your deposit‑based reports capture the exact text donors provide for fund designations.