Company Reporting

How do I use the reporting tool?

The reporting tool allows admins to collate information necessary for a detailed analysis on company fundraising. 

In order to run a report:

  1. Click on the yellow Admin tab in the upper right hand corner.
  2. Click on the Fundraising reports tab
  3. You will be prompted to create a report. Select to include either 'created' or 'expiring' fundraising pages from the drop-down bar and enter in the dates that you would like to include in the report. 
  4. Select the format for your report. You can choose from a snapshot, an xls file, or a csv file.
  5. If you select report snapshot, your information will appear on the fundraising report tab. If you choose to download a full report, it will download to your computer.

What is included in my company fundraising page report?

Your full report includes:

  • fundraiser's title, first name and last name
  • page created date
  • page expiry date
  • fundraiser page title
  • in memory page (yes/no) - was this page set up to raise money in memory of someone?
  • page status (active/cancelled/expired) - is the page still accepting donations, cancelled, or closed?
  • page URL
  • referral site - the website on which the fundraising page was created
  • offline total - the amount raised through offline donations
  • target amount - the donations target the fundraiser has set
  • event name
  • event category
  • overseas event (yes/no)
  • user created event (yes/no)
  • event date
  • total value of donations
  • number of donations
  • total including Gift Aid
  • charity name
  • charity registration number.

 

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