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.

1. Getting started with JustGiving
Step 5: Track success
for causes

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. 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. 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. 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.
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• Select Payment reports.
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• If you’re a UK charity, you can also view
payment reports split by currency.
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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.
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Getting started with JustGiving
5. Track success
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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.
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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. 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. 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. How to create a fundraising page report
• Log in to your account and click on the Reports
tab.
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• Select Fundraising page reports.
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Getting started with JustGiving
5. Track success
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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.
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• Click Create report.
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• Click Download report.
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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. 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. Getting started with JustGiving
5. Track success
How to create a donation report
• Log in to your account and go to the
Reports tab.
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• Click on Donation reports.
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• 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.

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. 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. 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