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  • WELCOME
  • Welcome
  • Why Open Collective?
    • Why Open Collective?
    • How Open Collective Works
    • Features
    • Pricing
    • Fiscal Host Documentation
  • Getting Started
    • Getting Started
    • Explore
    • Setting up your Account
    • Editing your Profile Page
    • Customizing your Page Layout
    • Adding and Removing Team Members
    • Security For Accounts
      • Logging into your Account
      • Two Factor Authentication
    • Your Dashboard
    • Notifications
    • Preview Features
    • Verification
    • Understanding Contributions
    • Understanding Expenses
    • Tracking an Expense
    • Creating an Organization
    • Keeping your Community Updated
      • Updates and Contact
      • Conversations
    • Exporting Your Data
    • Deleting your Account
  • Contributing
  • COLLECTIVES
    • Collectives
    • Creating a Collective
      • Creating Your Policies
      • Security for Collectives
      • Linking Connected Collectives
    • Choosing a Fiscal Host
    • Raising Money
      • Setting Goals and Tiers
      • Customising Thank You Emails
      • Adding Donation Buttons, Badges and Banners
      • Adding Embeds to your Website
      • Creating Custom Fundraising URLs
      • Rejecting and Refunding Financial Contributions
    • Managing Money
      • Budgets
      • Projects
      • Moving money
      • Tagging expenses
    • Spending Money
      • Inviting a Third Party to Submit an Expense
    • Events
    • Changing Fiscal Host
    • Closing a Collective
      • Zero Collective Balance
  • Collective Settings
    • Integrations
  • GIVING TO COLLECTIVES
    • Giving to Collectives
    • Contributing
    • Contributing as a Guest
    • Payment Methods
    • Platform Tips
    • Sharing your Support
    • Making a Recurring Contribution
    • Managing Receipts
    • Giving to Other Collectives
    • Giving as a Company
      • Creating a Fund
      • Bulk Transfers
      • Gift Cards
    • Requesting Refunds
      • Refund Policy
  • EXPENSES AND GETTING PAID
    • Expenses and Getting Paid
    • Submitting Expenses
      • Submitting a Reimbursement
      • Recurring Expenses
      • Multi-Currency Expenses
    • Editing an Expense
    • Payment Processor Fees
    • Getting Paid through Wise
    • Understanding Tax Requirements
  • FISCAL HOSTS
    • Fiscal Hosts
    • Why Become a Fiscal Host?
    • Setting up a Fiscal Host
      • Creating a Fiscal Host
      • Setting your Fiscal Host Fees
      • Fiscal Host Security
      • Fiscal Host Policies
    • Managing your Collectives
      • Hosted Collectives
      • Collective Applications
      • Collecting Local Taxes
      • Vendors
      • Viewing your Host Reports
      • Freezing a Collective
      • Unhosting a Collective
    • Receiving Money as a Host
      • Bank Transfers
      • Stripe
      • Adding Funds Manually
      • Pending Contributions
    • Expense Payment
      • Paying Expenses as a Fiscal Host
      • Understanding Security Checks
      • Asking for Information about Expenses
      • Paying Expenses with Wise
      • Handling Payment Errors Through Wise
    • Processing Refunds
    • Platform Settlements
    • Certified Member
  • INDEPENDENT COLLECTIVES
    • Independent Collectives
    • Creating an Independent Collective
      • Launching an Independent Collective
      • Migrating from Fiscal Host to Independent Collective
      • Migrating from Self-Hosted to Independent Collective
    • Managing Independent Collective Finances
    • Closing an Independent Collective
  • Development
    • API
  • Our Organization
    • About Open Collective
    • Mission And Values
    • Our Team
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  1. FISCAL HOSTS
  2. Managing your Collectives

Viewing your Host Reports

Fiscal Hosts can view their financial activity at a glance through our reports page, and keep track of their progress over time

It's important to have a good sense of how your Fiscal Host is performing over time.

This is why we offer a Reports page that gives you a clear picture and helps you plan ahead.

To find your host's Reports page:

  1. Make sure you are switched to your Fiscal Host Admin account

  2. Go to your Fiscal Host Dashboard > Reports

Your Reports page will allow you to keep track of:

  • Your Total Money Managed (ie. The full amount held in your bank account)

  • Money raised from Host Fees

  • How much has been raised in contributions, and paid in expenses

You can also filter by date, or by Collective.

Exporting your reports

If you wish to export your data for use elsewhere, you can do so by clicking the "Export CSV" button to the right of the search bar at the top of the page.

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Last updated 4 months ago

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