Donation/Gift Aid payment report manager

Instructions

Step 1 – Download file from the charities blog

Justgiving donation/Gift Aid payment report manager instructions

Select the file for the type of payment report you want

To reformat donation payment reports

To reformat Gift Aid payment reports

Step 2 – Enable macros for Excel

Justgiving donation/Gift Aid payment report manager instructions

Do this by going to Tools>Options…

Instructions continue on next slide…

Step 2 – Enable macros for Excel (continued)

Justgiving donation/Gift Aid payment report manager instructions

Then click on the Security tab and then the Macro Security button in the bottom right

Check your macro settings are at medium and save and re-open the file – you will then be prompted to enable macros every time you open the report manager

Step 3 – Select which columns you'd like to appear by typing ‘Y’ or ‘N’ next to them

Step 4 – Rename any columns that need to have different names to match your own database

Justgiving donation/Gift Aid payment report manager instructions

Step 3Step 4

Step 5 – Save the file, giving it a memorable name for the settings used (e.g. Finance selections, Jon's selections, etc.)

Justgiving donation/Gift Aid payment report manager instructions

Step 6 – Download a donation (or Gift Aid) payment report from the Justgiving website or open a saved report

Step 7 – In the open payment report, click on the new 'Justgiving' menu item and select 'Format Report'

Justgiving donation/Gift Aid payment report manager instructions

Justgiving donation/Gift Aid payment report manager instructions

Your report should now be formatted with the columns and column names that you need.