Run, export, and schedule reports
Every report lives under Reporting. You can run a report for a date range and for one form or all forms, export it, or schedule it to run again.
Run a report
- Click Reporting in the left menu.
- Choose a report from the list.
- Set the date range.
- Use the All forms filter to pick one form, or keep all forms.
- Click Generate.
- Click Export report to download it.
Each report page explains What the file contains and lists the columns under What the export contains. It also shows the timezone and suggests Related reports.
Schedule a report
Open the report and click Schedule to have it run again without you.
See past files
The History log tab is a record of every file anyone in your organization has generated.
Which report to use
- Money in: Payments, Revenue summary, Recurring revenue, Subscriptions, Spare changes, Organization donations, Refunds, Fee cover. Fee cover shows the fees contributors chose to cover. Not every contributor covers the fee, so what you receive can be less than what was given.
- Payouts: Payouts, Payout detail, Payout reconciliation.
- Contributors: Contributors, Contributor list, Retention and lapse, How they found you, Bundler performance.
- Events, memberships, and store: Tickets, Event tickets, Memberships, Store orders.
- Slates and connected organizations: Slate recipients, Slate organizer, Connected-org allocations.
The Raw exports group holds flat files for your accountant, your CRM, or a spreadsheet.
SmartChange prepares these reports. Your organization is responsible for any filing.
Ask the Agent for a report
- Click Agent in the top bar.
- Under Start something, choose Create a report, or describe the report you want.
- The Agent builds a downloadable CSV. Ask it to add or remove columns, change the dates, or narrow it down, then download it.
Export one form's payments
Open the form, click Actions, then Export payments. You get a CSV of that form's payments.
Questions? Email us at support@smartchange.app.
Updated on: 25/09/2026
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