The Reports available to charities registered on JustGiving have a lot of valuable information in them that can help you nurture your supporters more effectively, track your online income accurately and spot trends to help you raise more money. Lauren Warner, charity data manager at JustGiving, is an expert in all things data. In this post she shares a whopping 23 tips to help you get the most out of your JustGiving Reports and manage your data more effectively.
- To get a Quick Breakdown of the donations which we have paid to your charity, download a Payment Report. Simply log in to your charity account, click on the Reports tab and select Payment Reports.
- If you’re a UK charity, make sure that you are checking your International Payment Report, which gives you a breakdown of all the donations paid to you from people giving in the following currencies: US dollars, euros, Hong Kong dollars, Singapore dollars, Canadian dollars, United Arab Emirates dirham, Australian dollars and South African Rand. These are paid to you on a monthly basis. Log in to your charity account, click on the Reports tab and select Payment reports – donations made in other currencies.
- If you are looking for information on a donation which is yet to be paid to you, we recommend looking at your Donation Report. Where your Payment reports show you a breakdown of what you’ve been paid, your Donation Report shows you all donations made within a specified time period. Log in to your charity account, click on Reports and select Donation Reports.
- Your Fundraising Page Report is perfect for identifying the people fundraising for your charity on JustGiving. It includes all the information you need to thank them, congratulate them when they achieve certain milestones and send them a ‘well done’ when they’ve completed their fundraising. You can familiarise yourself with all the data available to you in this report by checking out this FAQ and downloading the spreadsheet that explains what’s included in each column.
- You can also use the Fundraising Page report to measure the performance of your fundraising events. To make a report of the Fundraising Pages for a particular event, such as Great North Run or Moontrekker, you can enter the date and select ‘With an event date’ when downloading the report.
- When looking at a Donation Report, or a Payment Report, the columns A – AP contain fundraiser information. If there is no information or ‘0’ under these columns this means the donation has come directly to the charity, and not via a Fundraising Page. You can use this to work out the proportion of donations you receive through each method. For example, if you have added a Donate Button to your charity’s website you should notice a spike in direct donations in this Report.
- Another way to analyse the money you have raised through JustGiving is to look at the Product Source column (column BI) in your Payment Reports. This column identifies if the donation was made directly through the JustGiving website, through a mobile view of the JustGiving website, through Facebook or Donate Box (a social plugin that allows you to receive donations on your website).
- If you’re a UK charity, you can also identify what proportion of your donations are coming from JustTextGiving using both your Payment Reports and Donation Reports. Text donations will be marked as ‘SMS’ in the Payment Source column – this is where you would usually see a MasterCard, Visa or PayPal reference as well.
- To understand how much was raised for a particular text campaign, you can look for the text code you used in your Payment Report. Look at column BL called Appeal Name. For example, if your code was CODE11 then the Appeal Name would be ‘SMS Appeal: URN: CODE11’
- When looking at your Donation Report, if the payment hasn’t been paid yet then its Transaction Status will be Pending, as shown in the image below.
- To find information more quickly in your reports, we recommend you apply a filter. When you have a report open in Excel, select the top row that has the names of each column in it, click on the Data tab and then select the Filter button. You’ll then be able to sort your data in to ascending or descending order.
- For other filtering options, select a column and click on the arrow next to the column header. This will show a drop down of ways you can filter the data in the particular column. For example, in the image below we are able to tick the fundraiser names we want to see data on.
- You can also apply your own Custom Codes to your data and pull them through to your reports to make it easier to import and match data in your fundraising database. Custom Codes can be added to Events, Fundraising Pages and Campaign Pages. The Custom Code area can be found in your charity account under the Reports tab, as show in the image below.
- Before assigning codes you will need to choose your Custom Code Headers. These are decided by you and refer to whatever will make your reporting easier! For example, you might want to add Budget Code as a header if you have Fundraising Pages being created for different parts of the organisation. To add a header click the link under Event, Campaign or Fundraising page as highlighted in the image below.
- If you have some events coming up this year, and you import JustGiving data into your fundraising database, we recommend adding Custom Codes to your events. This means that any Fundraising Page created for a particular event will then be assigned to these codes in your reports, making it easy to track how many people are fundraising for a specific event. This codes appear at the end of your Excel reports, as shown in the image below.
- There’s a lot of data included in your reports, so you can always be sure you have the information you need, but if you do want to make it a bit less detailed we’ve got a free, handy tool to help. Check out our Payment Report Manager and use it to only see the data you’re interested in each time you open a JustGiving Report.
- If a donor ever requests a refund from JustGiving we do all of the processing and mark it on your reports. A refunded donation would appear with a minus sign at the top of your reports. The donation reference number (in column BP) will match the original donation so that you can reconcile the account easily!
- Microsoft Excel can be really helpful if you need to quickly add up your donations or page totals. For example if you need to know the total of the donations which you have received in the last week, you can download a Donation Report, select the Donation Auth Amount column (AA) and then click AutoSum, which you can find under the formulas tab, the total of the column will appear in the bottom cell as shown in the images below.
- You can also hide columns and rows in your reports to help you see the information you need quickly. To hide a column, right click on the column header and select hide or press Ctrl 0, and to hide a row right click and select hide or press Ctrl 9 as show in the image below.
- It might be useful for you to view a number of reports in one workbook. You can copy and paste each report onto a new sheet to allow you to access this information easily. To name or change a sheet name double click on the tab and then type in the name, as demonstrated in the image below .
- If you’re looking for a quick and easy way to track your charity’s impact on JustGiving, visit your Insights Dashboard. It gives you a snapshot of how many supporters you have reached, how many actions they have been inspired to take and the money you have raised. Learn more about your Insights dashboard.
- Your Insights dashboard will show you if there is a spike or a dip in donations in a certain month. Use your Donation reports to dig deeper into these differences or trends.
- All information in your reports updates at midnight every night. For example, if a donation is made to your charity today, it would appear in your Donation Report from midnight. Likewise, if a Fundraising Page is created today, it would appear in your Fundraising Page Report tomorrow.Charites registered on JustGiving have access to lots of helpful data via their Reports and using these tips should help you to really maximise this information and the impact of your JustGiving activity!
If you would like to learn more about managing your data better then sign up for our next webinar on ‘Understanding your JustGiving reports and Insights’.
This session will help you to:
- Find out what data is available to you and how to access it
- Understand and utilise your Insights Dashboard
- Manage your data and save time by using custom codes