Understanding your fundraising page reports

What’s a fundraising page report?

A fundraising page report shows you all the information you need to know about the fundraising pages connected to your charity. This includes the fundraiser’s contact details and how much they’ve raised.

There are three types of fundraising page reports:

  • Pages created - so you can identify new fundraisers and contact them.
  • Pages expiring - so you know when to thank your fundraisers.
  • Pages with an event date – so you can see all the pages created for specific events and the total raised for the event.

What data can I access in the report?

This spreadsheet explains what's included in each column of the fundraising page report.

How do I create a fundraising page report? 

  1. Log in to your charity account.
  2. Click on the 'Reports' tab and click on 'Fundraising page reports.'
  3. Enter a date range and choose whether to include fundraising pages 'created', 'expiring' or 'with an event date'. 
  4. Choose the format of your report.
  5. Click 'Create report'.
  6. Click 'Download report'.

How can I see how much a fundraiser’s raised and find their contact details?

  1. Log in to your charity account.  
  2. Go to the Quick search box and choose to search for a 'Fundraiser name'
  3. Enter the fundraiser’s name and click 'Search'.
  4. Click 'View summary' next to the fundraiser’s name (common names may show more than one entry). You’ll see a summary of the fundraising page including the fundraiser’s contact details and how much they’ve raised.
  5. Click 'View donations' for a breakdown of all the donations made to the page.

How do I know if a fundraiser is happy to be contacted by us?

You can check a fundraiser's contact preference in your fundraising page report. Just head to column 'M' titled Fundraiser further contact. 

How do I make sure we’ve been paid the money raised through a fundraising page?

  1. Log in to your charity account.
  2. Click on the 'Reports' tab and click on 'Fundraising page reports'.
  3. Enter a date range and choose whether to include fundraising pages 'created', 'expiring' or 'with an event date'.
  4. Choose the format of your report and click 'Create report'.
  5. You’ll find the payment reference number on your report. This reference number will match one of your payment reports. If you see 'Awaiting payment' instead of a payment reference number, this means we haven’t paid you the money yet. But don’t worry, it will be in one of your next payments.

How can I find out how much an event has raised?

  1. Log in to your charity account.
  2. Click on the 'Reports' tab and click on 'Fundraising page reports'.
  3. Enter a date range and choose whether to include fundraising pages 'created', 'expiring' or 'with an event date'.
  4. Choose the format of your report and click 'Create report'.
  5. Once you've opened the report you could use the filter function in Excel to easily remove pages created for events which you're not interested in but that take place on the same date. You do this by clicking on the column 'Event name' and choosing your filters.
  6. For the fundraising total you just need to sum up the 'Total donations' column. If you're in the UK, you can also choose to include Gift Aid, which is the next column on the right.

 

 

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