Justgiving payment report manager instructions
Download as PPT, PDF•0 likes•1,199 views
This document provides step-by-step instructions for using the JustGiving donation/gift aid payment report manager. It includes guidance on downloading files, enabling macros in Excel, selecting and renaming columns, saving settings, and formatting reports. Following these steps will result in properly formatted reports tailored to specific database needs.
Justgiving payment report manager instructions
- 1. Donation/Gift Aid payment report manager Instructions
- 2. Step 1 – Download file from the charities blog Select the file for the type of payment report you want To reformat donation payment reports To reformat Gift Aid payment reports Justgiving donation/Gift Aid payment report manager instructions
- 3. Step 2 – Enable macros for Excel Do this by going to Tools > Options … Instructions continue on next slide… Justgiving donation/Gift Aid payment report manager instructions
- 4. Step 2 – Enable macros for Excel (continued) Then click on the Security tab and then the Macro Security button in the bottom right Justgiving donation/Gift Aid payment report manager instructions 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
- 5. 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 Step 3 Step 4 Justgiving donation/Gift Aid payment report manager instructions
- 6. Step 5 – Save the file, giving it a memorable name for the settings used (e.g. Finance selections, Jon's selections, etc.) Step 6 – Download a donation (or Gift Aid ) payment report from the Justgiving website or open a saved report Justgiving donation/Gift Aid payment report manager instructions
- 7. 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
- 8. Your report should now be formatted with the columns and column names that you need. Justgiving donation/Gift Aid payment report manager instructions