UWATX Agency Reporting Portal

United Way for Greater Austin honors designations made through its campaign to any non-profit classified under Section 501(c)(3) of the Internal Revenue Code. The United Way for Greater Austin Agency Portal gives you access to the information you need about donor-designated gifts and payments to your organization.

 

To access the Agency Portal, log in to www.uwatx.org/agencyreports. If you are a first time user or have forgotten your login information, send the following information from your workplace email to agencyportal@uwatx.org to gain access:

  • First and Last Name
  • Title
  • Organizations Name & EIN
  • Organization’s Mailing Address

 

What reports/information can be generated from UWATX Agency Portal?

You will also be able to pull reporting about your donors including contact information to thank them if they have released their information to you.

 

The most common reports that can be run from our Agency Portal include the Acknowledgment Report and DCP Payee Report by Organization (Payout Report).

 

  • The Acknowledgment Report, if available, will provide you a list of donor names, pledge/payment amounts, and contact information for those who have designated to your agency as well as the total amount given from anonymous donors.
  • If you have recently received a payment or want to view previous payout reports you can use the Payout Report to view which organizations and individual gifts associated with the check you received.
    • If you are accessing our portal on behalf of a federation, your payout details will be accessible via the Remittance Report rather than the Payout Report. This will show your results broken down by member agency.

 

If you have any questions or need any assistance email agencyportal@uwatx.org.

 

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