How To: Download Employee Giving Data

If you're interested in getting a more detailed look into your employees' giving data, there are 4 downloadable CSV reports available from the dashboard. 

1. Enrollment report
2. Impact report
3. Donations report
4. Contributions report

Each report can be downloaded by selecting the  "Report download" button found above each dashboard section. 

Enrollment report

The enrollment report provides data surrounding each employee's invite and enrollment dates (all time), as well as insight into each employees' participation in Groundswell via contributions or donations. Admins can promote employee engagement by curating email lists from this data to encourage participation.

*The "date invited" data is only available from 3/15/2023 and onward.

*Terminated employee data is excluded from this report.

Impact report

The impact report gives admins a closer look into which causes and charities their employees care about most. For each donation (all time), this report includes: donation date, donation amount, charity name, DBA (“doing business as” name, if the charity has one), charity EIN (employer identification number), Groundswell issue area, NTEE Code (National Taxonomy of Exempt Entities), and NTEE definition.

These insights into employee values can help admins align CSR initiatives and create a healthy, engaged company culture. 

Donation report

The donation report provides a holistic look at employee donation behavior over time. For each month, this report includes: total enrolled employees, total employee donations, total employees who have donated, total number of recurring donations, total individual employees who have made a recurring donation, total dollar amount donated, average number of donations per employee, and average amount donated.

Admins can use this data to track trends in employee participation and assess the effects of seasonal events or engagement initiatives. 

Contribution report

The contribution report provides a wholistic look at employee contribution behavior over time. For each month, this report includes: total enrolled employees, total employee contributions, total employees who have contributed, total number of recurring contributions, total individual employees who have made a recurring contribution, total dollar amount contributed, average number of contributions per employee, and average amount contributed.

Admins can use this data to track trends in employee participation and assess the effects of seasonal events or engagement initiatives. 

What is an NTEE code?