Drawing detailed reports

Select the "Reports" tab of your charity account. The following reports can be generated:

Draw a donation report (Reports > Donations)

For any donations received for any period. Filter by frequency, transferred status, time period and/or by beneficiary campaign, fundraiser or donor, then click on "Confirm" and click "Apply" to view the results.

Note: Export a report

If you have a Premium account you can export your search results. First enter a name for your results (and view) in the "Give a name to this view" field and click on "Save View", then click on "Export". A notification will be sent via email, with a link to start the download.

Draw a transfer report (Reports > Transfers)

For all donations already transferred to your charity bank account, per currency and per transfer event.

Draw a charity campaign report (Reports > Campaigns)

For the status of your charity campaigns, their fundraising goals and amounts raised, for any time period, then click on "Apply" to view the results.

Draw a fundraiser project report (Reports > Fundraiser projects)

For the status of your fundraiser projects, their fundraising goals and amounts raised, for any time period, then click on "Apply" to view the results.

*For UK charities:

Draw a GiftAid report (Reports > GiftAid)

For all donations received by UK donors who have selected GiftAid to be included in their donation. View the list of donors and export the GiftAid schedules and declarations, to claim GiftAid from HM Revenue and Customs (HMRC).

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