Getting started with JustGiving

Step 5: Track success

for causes

Getting started with JustGiving5. Track success

Track success

Your reports allow you to view supporter data and analyse how much you’ve raised at a click of a button.

In them you’ll get a breakdown of the payments you’ve received from JustGiving, as well as the details of the people supporting your cause.

In this short presentation we’ll introduce you to:

• your payment report• your fundraising page report• your donation report.

Your payment reportWhen you receive a payment from us we’ll also provide a report. In it you’ll find information about all the donations that make up the total you see in your bank account.

Let’s take a look at your payment report in more detail.

Getting started with JustGiving5. Track success

Getting started with JustGiving5. Track success

What’s a payment report?

Your payment report gives you a detailed breakdown of the donation payments we make to your organisation.

If you’re a UK charity, the report also includes details about your monthly Gift Aid payments.

Each report includes:

• the amount we’ve paid to you and our fees• the donor (unless they’ve asked to remain

anonymous)• the fundraiser whose page received the

donation (this will be left blank for donations made straight to your organisation).

Getting started with JustGiving5. Track success

How to download your payment report

It’s easy to see the payments your charity has received and to access the reports corresponding to these payments.

Just follow these simple steps:

• Log in to your account and select the Reports tab.

• Select Payment reports.

• If you’re a UK charity, you can also view payment reports split by currency.

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How to download your payment report (cont.)

• Select the date range you want to look at or select one of our shortcuts:

• show last 30 days• show year to date• show all.

• All the payments made in your selected timeframe will appear.

• Click on the icon in the Invoice column to view and print the appropriate payment invoice.

• Click on the icon in the Report column for a full breakdown of the individual donations that make up a particular payment you have received.

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Getting started with JustGiving5. Track success

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How to get payment report alerts

Don’t forget, if you’re a UK charity you can get an email alert whenever a payment report is available to download in your account.

• Log in and click on Branding & settings.

• Select Your email preferences.

• Tick New payment report reminder and click Save.

Getting started with JustGiving4. Connect with givers

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Getting started with JustGiving5. Track success

Simplifying your payment reports

If you’re a charity based in the UK, we’ve got a tool to help you manage your data more easily – we call it the ‘payment report manager’.

It will set up your donation and Gift Aid reports so that you only see the information you’re interested in.

You’ll also get a calculation in the bottom left-hand corner, showing the total amount paid to your charity.

Learn how to use the payment report manager by following our step-by-step guide.

Your fundraising page reportCreate a fundraising page report to find the information you need to know about the pages linked to your cause. It includes the fundraiser’s contact details and how much they’ve raised. Use these to thank your fundraisers and help them reach their targets.

Let’s take a look at your fundraising page report in more detail.

Getting started with JustGiving5. Track success

Getting started with JustGiving5. Track success

What’s a fundraising page report?

Your fundraising page report shows you all the information you need to know about the fundraising pages connected to your organisation. This includes the contact details of the people who have created pages 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.

How to create a fundraising page report

• Log in to your account and click on the Reports tab.

• Select Fundraising page reports.

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How to create a fundraising page report (cont.)

Select your date range, the type of fundraising pages you’re looking for and the format you’d like to download your report in.

• Click Create report.

• Click Download report.

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Your donation reportKeep an eye on who’s giving to your organisation with a donation report. Use this information to thank your donors and make sure they know how much their support means to you.

Let’s take a look at your donation report in more detail.

Getting started with JustGiving5. Track success

Getting started with JustGiving5. Track success

What’s a donation report?

Your donation report shows you all the information you need to know about donations made to your organisation – whether they’re made directly to you or via a fundraising page. 

You’ll also find contact details for the donors that have opted in to receive communications from you.

How to create a donation report

• Log in to your account and go to the Reports tab.

• Click on Donation reports.

• Select your date range and the format you’d like to download your report in.

• Click Create report.

• Click Download report.

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TOP TIP Download this list to find out the data included in each column of the donation report.

Get help and supportWhen you need a helping hand or a little bit of advice, we’re here to support you.

Here’s how you can find answers to your questions and contact us.

Getting started with JustGiving5. Track success

Help and support for you

Need a little reminder of how to do something on JustGiving? No problem. Visit our online support area and you’ll find lots of helpful Q&As.

But don’t worry, if you can’t find the right answer to your question, you can send us an email or give us a call:

• 0345 078 2063 for UK• (02) 8417 3025 for Australia• 015530176 for Ireland• 05808 5289 for Hong Kong

justgiving-charity-support.zendesk.com

Getting started with JustGiving5. Track success

Congratulations!

You’ve completed the ‘Getting started’ course:

- Step 1: Take the tour

- Step 2: Build your profile

- Step 3: Spread the word

- Step 4: Connect with givers

- Step 5: Track success

Getting started with JustGiving5. Track success