ChangeUp
News & UpdatesCompany
  • ChangeUp DMS
    • Platform Overview
      • Setup a ChangeUp DMS account
    • Implementation Overview
    • Widget Setup
      • Create a widget
      • Configure Donate-at-Checkout
      • Install widget
      • Implement the post-checkout webhook
      • Test and Live Environments
      • Deactivating a widget
      • Promoting a widget
      • Checkout Preview
    • Reporting
      • Viewing Reports
      • Download Data
      • Embed Reports
      • Using Report Filters
      • Canceling a Transaction
      • View transactions details
    • Donation Invoicing
  • Account Settings
    • Edit Company
    • Manage Users
      • Invite Users
      • Two-factor Authentication
      • Reset MFA
      • Forgot Password
      • Invite users to my account
      • Resending a user invitation
      • Deleting a user
    • View Activity Logs
    • API Key
    • Billing Information
    • Create API Keys
  • RESOURCES
    • APIs
    • Security Practices
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  1. ChangeUp DMS
  2. Reporting

Embed Reports

The following is example code for generating an embeddable URL for a report. Your account manager can assist with the dashboard, necessary filters, and the reporting API key. Custom reporting dashboards can be tailored to client specifications.

const {createHmac} = require("crypto");

const key = 'Your ChangeUp Reporting Secret API Key';

// the dashboard you want to embed
const dashboard = 'dsh_01GRS8C4BVZ8X9N7E86Z82DQG9'

// compose the data object with filters and dashboard
const data = encodeURIComponent(
  JSON.stringify({
    dashboard,
    filters: {
      "Date Range": "last_month",
      "Aggregation": "day",
      "ClientId": "YourClientId",
      // more filters can be added based on dashboard design
    }
  })
);

// create the encrypted signature
const signature = createHmac("sha256", key).update(data).digest("hex");

// compose the embed url
const embedUrl = `https://reporting.changeup.com/embed/dashboard/${dashboard}?data=${data}&signature=${signature}`
java

Sample Reports

PreviousDownload DataNextUsing Report Filters

Last updated 1 year ago

Sample donation activity report
Sample transaction level report
Sample changeup donations report