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Getting started with JustGiving 
Step 5: Track success 
for causes
Getting started with JustGiving 
5. Track success 
Track success 
Your reports allow you to view supporter 
data and analy...
Getting started with JustGiving 
5. Track success 
Your payment report 
When you receive a payment from us we’ll also 
pro...
Getting started with JustGiving 
5. Track success 
What’s a payment report? 
Your payment report gives you a detailed 
bre...
Getting started with JustGiving 
5. Track success 
How to download your payment 
report 
It’s easy to see the payments you...
How to download your payment 
report (cont.) 
• Select the date range you want to look 
at or select one of our shortcuts:...
Getting started with JustGiving 
4. Connect with givers 
How to get payment report alerts 
Don’t forget, if you’re a UK ch...
Getting started with JustGiving 
5. Track success 
Simplifying your payment reports 
If you’re a charity based in the UK, ...
Getting started with JustGiving 
5. Track success 
Your fundraising page report 
Create a fundraising page report to find ...
Getting started with JustGiving 
5. Track success 
What’s a fundraising page report? 
Your fundraising page report shows y...
How to create a fundraising page report 
• Log in to your account and click on the Reports 
tab. 
1 
• Select Fundraising ...
Getting started with JustGiving 
5. Track success 
How to create a fundraising page 
report (cont.) 
Select your date rang...
Getting started with JustGiving 
5. Track success 
Your donation report 
Keep an eye on who’s giving to your organisation ...
Getting started with JustGiving 
5. Track success 
What’s a donation report? 
Your donation report shows you all the 
info...
Getting started with JustGiving 
5. Track success 
How to create a donation report 
• Log in to your account and go to the...
Getting started with JustGiving 
5. Track success 
Get help and support 
When you need a helping hand or a little bit of a...
Help and support for you 
Need a little reminder of how to do 
something on JustGiving? No problem. 
Visit our online supp...
Getting started with JustGiving 
5. Track success 
Congratulations! 
You’ve completed the ‘Getting started’ course: 
- Ste...
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5) Track success in your JustGiving reports

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Your JustGiving 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.

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Transcript of "5) Track success in your JustGiving reports"

  1. 1. Getting started with JustGiving Step 5: Track success for causes
  2. 2. Getting started with JustGiving 5. 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.
  3. 3. Getting started with JustGiving 5. Track success Your payment report When 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.
  4. 4. Getting started with JustGiving 5. 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).
  5. 5. Getting started with JustGiving 5. 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. 1 • Select Payment reports. 2 • If you’re a UK charity, you can also view payment reports split by currency. 3 1 2 3
  6. 6. 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. 4 5 6 Getting started with JustGiving 5. Track success 7 4 5 6 7
  7. 7. Getting started with JustGiving 4. Connect with givers 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. 1 2 3 1 2 3
  8. 8. Getting started with JustGiving 5. 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.
  9. 9. Getting started with JustGiving 5. Track success Your fundraising page report Create 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.
  10. 10. Getting started with JustGiving 5. 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.
  11. 11. How to create a fundraising page report • Log in to your account and click on the Reports tab. 1 • Select Fundraising page reports. 2 Getting started with JustGiving 5. Track success 2 1
  12. 12. Getting started with JustGiving 5. Track success 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. 3 4 • Click Create report. 5 • Click Download report. 3 4 5
  13. 13. Getting started with JustGiving 5. Track success Your donation report Keep 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.
  14. 14. Getting started with JustGiving 5. 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.
  15. 15. Getting started with JustGiving 5. Track success How to create a donation report • Log in to your account and go to the Reports tab. 1 • Click on Donation reports. 2 • Select your date range and the format you’d like to download your report in. • Click Create report. • Click Download report. 2 1 3 4 5 3 4 5 TOP TIP Download this list to find out the data included in each column of the donation report.
  16. 16. Getting started with JustGiving 5. Track success Get help and support When 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.
  17. 17. 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 JustGiving 5. Track success
  18. 18. Getting started with JustGiving 5. 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
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