Ambassadors puts a Download CSV button in several places across the admin. This page covers where each one lives, what it’s useful for, and a full column dictionary for every export so you know exactly what you’re working with.

Whether you’re pulling data for a board report, importing ambassador records into a CRM, or just keeping a paper trail of your moderation decisions, this is your reference.

Requires: Charitable Pro 1.8.16+
Charitable Ambassadors 3.0.0+

How to Export Your Data

Every CSV export in Ambassadors works the same way: find the section you want, click the Download CSV button, and the file downloads immediately. There’s no separate export screen or queue to wait for. Here’s where each button lives and what you’d use it for.

Overview Dashboard exports

Go to Charitable » Ambassadors » Overview. Several sections on this screen have their own Download CSV button, and each one exports data for the date range you currently have selected. Adjust the date range first, then click export, and the file will reflect exactly what you see on screen.

• KPI Summary: The six headline numbers (Raised, Donations, Donors, etc.) plus trend percentages compared to the previous period. Useful for board reports or monthly snapshots.
• Donations Over Time: The same data behind the hero chart, broken into date buckets. Good for charting trends in a spreadsheet.
• Top Fundraisers: A ranked list of your best-performing fundraisers with goal progress and donor counts.
• Top Ambassadors: Per-person rollup of raised totals and fundraiser counts. Useful for recognizing top performers.
• Top Parents: Which parent campaigns are driving the most activity. Useful for deciding where to focus.
• Recruitment Log / Top Recruiters: Only available when Invitations is enabled. Shows who recruited whom and how your top inviters are performing.

Moderation export

Go to Charitable » Ambassadors » Moderation and select the view you want to export (Pending, Action Required, Rejected, or Approved). The Download CSV button exports whatever view is currently active. This is useful for audits, handoffs between moderators, or keeping a record of rejected applications.

Directory exports

Go to Charitable » Ambassadors » Directory. The list-level export downloads every ambassador in your current filtered view, including their lifetime stats, verification status, and who recruited them. You can also open an individual ambassador’s profile and export just their donation history from the Donations tab on that profile page.

Invitations exports

Go to Charitable » Ambassadors » Invitations. You’ll find two exports here: a chronological activity log of every invite-related event, and a leaderboard of your top recruiters. Both reflect the currently selected date range.

Per-ambassador donation export

This one is for your ambassadors themselves, not for admins. When you enable the Allow Export of Donation History setting, each ambassador sees a Donations export option on their My Campaigns page. They can download the donation history for their own fundraisers only. Donor email addresses are excluded by default unless you specifically turn that on.

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What Every Export Has in Common

Before you dig into the column details, a few things are true of every CSV export Ambassadors produces:

Guarantee	Notes
Formula-injection safe	Every cell that starts with =, +, -, @, tab, or CR is prefixed with a single quote so Excel doesn’t interpret it as a formula. Standard OWASP defense.
Row cap of 10,000	Default per-export. Filterable via charitable_ambassadors_<surface>_csv_max_rows. Larger exports should be split by date range.
UTF-8 encoded	Includes the BOM so Excel renders accented characters correctly on Windows.
First row is the header	Column names in plain English.
No PII unless you opt in	Anonymous donor names appear as “Anonymous” by default. The Directory’s export-anonymous-donor-details setting changes that, and exports tagged as “owner” surfaces show full names.

Overview Exports

The Overview Dashboard has Download CSV buttons on multiple sections. Each one exports data for the date range currently selected at the top of the screen.

KPI Summary CSV

This export gives you the six headline numbers from the top of the dashboard, along with how each metric trended compared to the previous period of equal length. Good for dropping into a monthly report or board slide.

Column	Type	Notes
Metric	string	“Raised”, “Donations”, “Donors”, etc.
Value	float	Numeric value for the current period.
Previous Value	float	Value for the equal-length previous period.
Trend %	float	Percent change. Empty if either value is zero.
Trend Direction	string	“up”, “down”, “flat”, or empty.

Donations Over Time CSV

This export contains the same bucketed data behind the hero chart on the Overview screen. Each row is a date bucket, making it easy to build your own charts or trend analysis in a spreadsheet.

Column	Type	Notes
Bucket Start	date	First day of the bucket (YYYY-MM-DD).
Bucket End	date	Last day of the bucket.
Parent Campaigns	float	Dollar total to parent campaigns in this bucket.
Fundraisers	float	Dollar total to fundraisers in this bucket.
Total	float	Sum of the two.

Top Fundraisers CSV

A ranked list of your best-performing fundraisers for the selected date range, with full goal progress and donor counts included. Useful for recognizing top performers or sharing results with campaign organizers.

Column	Type	Notes
Rank	int	1-based position in the top list.
Fundraiser Title	string	The campaign title.
Ambassador Name	string	The author.
Parent Title	string	The parent campaign this rolls up to.
Raised	float	In the active date range.
Goal	float	Static target.
Percent of Goal	float	Raised / Goal.
Donor Count	int	Unique donors in the range.

Top Ambassadors CSV

A per-person rollup showing how much each ambassador raised across all their fundraisers in the selected range. Good for leaderboard recognition emails or CRM imports.

Column	Type	Notes
Rank	int	1-based.
Ambassador Name	string	Display name.
Email	string	Email address.
Fundraisers Count	int	Number of fundraisers in the range.
Raised	float	Total across all their fundraisers in the range.
Donor Count	int	Unique donors in the range.

Top Parents CSV

The data behind the donut chart on the Overview screen, showing which parent campaigns are driving the most fundraising activity. Useful for deciding where to focus recruitment or promotion efforts.

Column	Type	Notes
Rank	int	1-based.
Parent Title	string	Parent campaign title.
Raised	float	In the range.
Donor Count	int	Unique donors in the range.
Share of Total	float	This parent’s raised divided by site total.

Recruitment Log CSV

Only available when Invitations is enabled. This export gives you a chronological record of every recruit, who brought them in, and what their current status is.

Column	Type	Notes
Recruit Name	string	The recruited ambassador.
Recruit Email	string	Email.
Inviter Name	string	The recruiter.
Inviter Email	string	Email.
Status	string	“Approved”, “Pending”, “Rejected”.
Recruited At	datetime	When attribution stamped (YYYY-MM-DD HH:MM:SS).
Token	string	The token they came in through.

Recruitment Top Recruiters CSV

A leaderboard of your most active inviters, showing total recruits alongside approved recruits so you can separate activity from results.

Column	Type	Notes
Rank	int	1-based.
Inviter Name	string	The recruiter.
Inviter Email	string	Email.
Total Recruits	int	All-status.
Approved Recruits	int	Status = Approved only.

Moderation Export

Available from the Moderation tab. The export always reflects the view you’re currently on, so switch to the view you need (Pending, Action Required, Rejected, or Approved) before clicking Download CSV.

Moderation Queue Export

Column	Type	Notes
Fundraiser ID	int	Campaign post ID.
Title	string	Fundraiser title.
Ambassador Name	string	Author display name.
Ambassador Email	string	Author email.
Parent Title	string	Parent campaign.
Status	string	Pending / Action Required / Rejected / Approved.
Submitted	datetime	First submission.
Last Action	datetime	Most recent audit-log entry timestamp.
Reason / Notes	string	Most recent reject reason or change-request notes.

Directory Exports

The Directory offers two levels of export: a list-level export for your entire ambassador roster, and a profile-level export for an individual ambassador’s donation history.

Directory List CSV

This exports every ambassador in the view you’re currently looking at, including any filters you’ve applied. If you’ve filtered to Verified ambassadors only, that’s what gets exported. All the columns visible in the list table are included, plus a few extras.

Column	Type	Notes
User ID	int	WP user ID.
Display Name	string
Email	string
Roles	string	Comma-separated WP roles.
Verified	bool	“1” or “0”.
Fundraisers Total	int	All-status count.
Fundraisers Published	int
Fundraisers Pending	int
Fundraisers Rejected	int
Lifetime Raised	float	Across all their fundraisers.
YTD Raised	float	Current year.
Donor Count	int	Unique donors.
Donation Count	int	Donations received.
Last Activity	datetime
Joined	datetime	WP user_registered.
Recruited By	string	Inviter display name, or “” if self-signup.

Directory Profile Donations CSV

Available from the Donations tab inside a single ambassador’s profile page. This lists every donation that ambassador’s fundraisers have received, which is useful for giving an ambassador a full picture of their impact or for compliance record-keeping.

Column	Type	Notes
Date	datetime
Donor Name	string	“Anonymous” unless the override setting is on.
Donor Email	string	“” if anonymous.
Amount	float
Currency	string	ISO code.
Fundraiser Title	string	Which fundraiser received the donation.
Status	string	Completed / Refunded / Failed.

Invitations Exports

Available from the Invitations tab when Invitations is enabled.

Recent Activity CSV

A chronological log of every invite-related event in the active date range, including clicks that didn’t result in a signup. Useful for understanding where your invite links are getting traction and where they’re going cold.

Column	Type	Notes
Timestamp	datetime
Event	string	“Clicked”, “Claimed”, “Self-recruit skipped”, etc.
Inviter Name	string
Inviter Email	string
Recruit Name	string	“” for click events without a claim.
Recruit Email	string	“”.
Token	string
Parent Campaign	string	Campaign scoped to (if any).

Top Recruiters CSV

This export has the same columns as the Overview’s Recruitment Top Recruiters CSV. It’s surfaced here on the Invitations tab so you can pull recruiter data without having to navigate back to the Overview screen. If you’re already working in Invitations, this saves you the trip.

Per-Ambassador Donation Report

Ambassadors can export their own donation history from the My Campaigns page using the Donations action on each fundraiser card. This is governed by the Allow Export of Donation History setting, so you stay in control of whether it’s available.

The columns match the Directory Profile Donations CSV, with three differences:

• “Donor Email” is omitted by default. Toggle Include personal details for anonymous donors under My Campaigns settings to include it.
• “Currency” is omitted since this is always a single-currency export.
• “Fundraiser Title” is omitted since the export is already scoped to a single fundraiser.

Filename Pattern

Every Ambassadors CSV follows the same naming convention, which makes it easy to find the right file later:

ambassadors-<section>-<start-date>-to-<end-date>.csv

For example:

ambassadors-kpi-summary-2026-01-01-to-2026-12-31.csv
ambassadors-top-fundraisers-2026-05-01-to-2026-05-31.csv
ambassadors-directory-2026-05-30.csv

The dates in the filename are the export’s window, so you can use the filename itself as your archive key without having to open the file.

Row Cap

The default cap is 10,000 rows per export. If you regularly hit that limit, you have two options: narrow your date range to split the export into smaller chunks, or raise the cap using the filter for that surface:

add_filter( 'charitable_ambassadors_overview_csv_max_rows', function () {
    return 50000;
} );

add_filter( 'charitable_ambassadors_directory_csv_max_rows', function () {
    return 50000;
} );

add_filter( 'charitable_ambassadors_invitations_csv_max_rows', function () {
    return 50000;
} );

A Few Things Worth Knowing Before You Open That CSV

Most of these only come up once, but they’re the kind of thing that saves you 20 minutes of frustration when they do.

• Use Google Sheets if Excel is acting up. Sheets handles the UTF-8 BOM correctly on Mac and Linux. Excel on Windows can mangle accented characters even when the BOM is present, so if names or addresses look garbled, try Sheets first.
• Save the file before opening it in Excel. Some versions of Excel on Windows will auto-convert columns the moment you open them, which can turn numeric IDs into dates or strip leading zeros. Saving the raw file first gives you a fallback.
• Only enable anonymous donor details if you actually need them. Most programs don’t need to expose anonymized PII in their exports, and keeping that setting off means less data to manage and secure.
• Use the filename as your archive key. The date range is baked into every filename, so you’ll always know what window a given file covers without having to open it.

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Developer Reference

CSV Handler Classes

Class	Handles
Charitable_Ambassadors_Overview_CSV	Overview Dashboard exports.
Charitable_Ambassadors_Directory_CSV	Directory list + profile exports.
Charitable_Ambassadors_Invitations_CSV	Invitations tab exports.

Each handler is invoked via admin-post.php?action=charitable_ambassadors_<surface>_csv with a section query arg and nonce.

Formula-Injection Neutralization

Every cell value passes through:

$value = Charitable_Ambassadors_Overview_CSV::neutralize_csv_cell( $value );

This prefixes a single quote to any string that starts with =, +, -, @, a tab, or a carriage return, following OWASP’s recommended defense against CSV injection and Excel formula injection.

Filters

Filter	Default	Purpose
charitable_ambassadors_overview_csv_max_rows	10000	Cap on Overview exports.
charitable_ambassadors_directory_csv_max_rows	10000	Cap on Directory exports.
charitable_ambassadors_invitations_csv_max_rows	10000	Cap on Invitations exports.
charitable_ambassadors_directory_csv_cell	''	Override the value for a custom column. Receives ('', $col, $user).
charitable_ambassadors_overview_csv_header_<section>	computed	Modify the header row for a given section.
charitable_ambassadors_overview_csv_row_<section>	computed	Modify the data rows for a given section.

Capabilities

All admin-side exports require manage_charitable_settings. The per-ambassador donation report on My Campaigns requires the user to be the post_author of the campaign being exported.

You May Also Want to Read

These are the Ambassadors docs most closely related to this one. Bookmark the ones that match how you use your data and come back to them when you need a refresher.

• Overview Dashboard – where most of these exports live and where your date range selection happens.
• Directory – the full ambassador roster, with its own list and profile-level exports.
• Moderation – the queue where you review and approve fundraiser submissions, with its own export per view.
• Invitations – the recruitment system behind the Recruitment Log and Top Recruiters exports.
• Hooks & filters in Ambassadors – the developer reference for customizing export behavior.