Justgiving payment report manager instructions
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Transcript of Justgiving payment report manager instructions
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.