Currently, the ability to generate a report of the charities included in the matching bucket on CSR Connect sits only with the Customer Success/Account Manager. We would like this functionality to be enabled directly for us as clients/admin users.

We fully understand that adding or removing charities from the bucket, or making any changes to it, is not within our remit. However, at a minimum, we would expect “view-only” access so that we can see and extract details of the bucket list when required.

Specifically, we need:

• Access to a complete list of all charities within our matching bucket

• The ability to download or extract this data on demand

• Automated report generation on a regular basis (daily or monthly)

Ideally, this could be set up via an SFTP feed to enable secure and automated data transfer.