Log in and select the "Reports" tab of your charity account to generate the following reports:
A: Draw a donation report (Reports > Donations)
For any donations received over any period.
Filter by frequency, status, transferred status, source, time period and any or all of the following: beneficiary campaign, fundraiser or donor. (Off-platform donations can be displayed and exported as part of your donation reports – read more.) Then click Apply to view the results.
To export a donation report, enter a name for your results (and view) in the Give a name to this view field and then click on Save View and Export. A notification will be sent via email, with a link to start the download.
- UK charities only: The report will also include Gift Aid information. The column Gift Aid Transferred will be pending if the Gift Aid payment by HMRC has not yet been done and added to your Balances/transfer report, and Gift Aid Amount will indicate the expected future payment amount from HMRC.
B: Draw a transfer report (Reports > Transfers)
For all donations already transferred to your charity bank account.
Filter by time period and currency (optional). Then click click Apply to view the results.
To export a transfer report, enter a name for your results (and view) in the Give a name to this view field and then click on Save View and Export. A notification will be sent via email, with a link to start the download.
- UK charities only: In order to view Gift Aid information, select a specific transfer report under the Transfers > Transfer date section, then export that date's report. The Type column will indicate a Gift Aid payment by HMRC and Gift Aid Original Donation ID will indicate the ID of the original donation, to enable you to locate the original donation if needed.
C: Draw a fundraiser project report (Reports > Fundraiser projects)
For the status of your fundraiser projects, their fundraising goals and amounts raised.
Filter by project status and type and time period. Then click click Apply to view the results.
To export a fundraiser project report, enter a name for your results (and view) in the Give a name to this view field and then click on Save View and Export. A notification will be sent via email, with a link to start the download.
E: Draw a charity campaign report (Reports > Campaigns)
For the status of your charity campaigns, their fundraising goals and amounts raised.
Filter by time period and campaign status. Then click click Apply to view the results.
To export a charity campaign report, click on Export. A download will start immediately.
F: Draw a recurring donations report (Reports > Recurring donations)
For all new recurring donations set up or stopped in a specific time period.
Filter by time period and status. Then click click Apply to view the results.
To export a recurring donations report, enter a name for your results (and view) in the Give a name to this view field and then click on Save View and Export. A notification will be sent via email, with a link to start the download.
G: Draw an event report (Reports > Events)
For all events that have linked your campaigns to their event page.
Filter by time period and status. Then click click Apply to view the results.