Viewing donor participation rate

Viewing current participation

  1. Sign in to the platform
  2. You'll be presented with the Dashboard - the current donor participation rate is shown here

This is a dynamic number and reflects the current live pledges in the platform.

Viewing historical participation

  1. Click on Reports
  2. You'll land on the Workplace Giving Donations Summary report, which is the report you're looking for!
  3. Set the date range as required
  4. You can also filter on location, pledge type and payroll name
  5. Click Update Report
  6. If needed, you can then click Export to get this data downloaded in a CSV

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