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 including the fundraiser’s contact details and how much they’ve raised.

You can filter your data by:

  • Pages created - identify new fundraisers and contact them
  • Pages expiring – time to thank your fundraisers.
  • Pages with an event date – view all pages created for specific events and find out the total raised for an event.

How to download a fundraising page report 

  1. Log in to your charity account.
  2. Click on the Reports tab and click Fundraising page reports.
  3. Click Download to view one of your charity’s saved report templates. Click the icon for a summary of what’s included in the report. 

How to create and save your own report template

  1. Click 
  2. You can also click the  icon to edit an existing template or the icon to copy an existing template which you can then make changes to.
  3. Choose the data you want to include in your report, start with a timeframe.
  4. Choose a report filter. For example, you may want to run a report on pages created for the charity in the last 7 days.
  5. Select Add or remove columns to choose what information is contained in your report.
  6. Put a tick next to the column title that you want to see in your report
  7. Click the  icon for a column definition
  8. Select continue once you are happy with the columns you have chosen.
  9. If you want to rename a column click the icon
  10. Click and drag the  icon to change a column position
  11. Click Generate report or Save template for future use
  12. You can then download your fundraising page report in either Excel or CSV format

You can view a full fundraising page report at any time by clicking Reset report to return all original columns.

To delete a saved report template click the  icon.

How can I see how much a fundraiser’s raised, whether we have received their donations and what their contact details are?

  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 and the fee’s deducted.
  6. Each donation will have a payment reference number next to it if it has been paid to the charity. You can match this reference number with a payment report to identify when the donation was paid. It will say awaiting payment if the donation is yet to be paid to the charity.

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 the column titled Fundraiser further contact. A Yes will be populated here if the fundraiser has chosen to keep in touch with the charity.

Please note that you can always contact your fundraiser about their JustGiving page. This opt in relates to other contact not in conjunction with their fundraising.

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.
  1. Click 
  2. You can also click the  icon to edit an existing template or the  icon to copy an existing template which you can then make changes to.
  3. Filter your data by Pages with event date
  4. Enter the date of the event in the date fields.
  5. Select Add or remove columns to choose what information is contained in your report.
  6. Put a tick next to the column title that you want to see in your report
  7. Click the icon for a column definition
  8. Select continue once you are happy with the columns you have chosen.
  9. If you want to rename a column click the  icon
  10. Click and drag the icon to change a column position
  11. Click Generate report or Save template for future use
  12. You can then download your fundraising page report in either Excel or CSV format
  13. Use the filter function in Excel to remove pages created for other events which take place on the same date. You do this by clicking on the column Event nameand choosing your filters.
  14. For the fundraising total you just need to sum the Total donations 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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