Help guides

Creating your own reports

You can use the data available to build your own reports from scratch. This also allows you to display the information you need as a table, as a chart or as cross-tabs.

As with editing flexible reports, it’s worth having a play around. Try a few things and see what works for you. Don’t worry, you can’t break it or delete any data. And if you really get stuck, you can call our help desk team on 03456 01 10 45 or email theteam@virginmoneygiving.com.

If you can’t see a blue ‘Create reports’ tab next to the red ‘View reports’ tab, you aren’t currently set up to create your own reports. Speak to the person in your charity who gave you access to the Virgin Money Giving site and ask them to change your permissions to include ‘report creation’.

If you can see the blue ‘Create reports’ tab, here’s how to get started:

Step 1
Click on the blue ‘Create reports’ tab, which will launch a pop-up window.
Step 2
On the left hand side, you’ll see the folders of data available to you (e.g. donations).
Step 3
Choose the type of report you want to build. You can create a table, a chart or a cross-tab – you’ll see thumbnails of what each looks like next to the options.

For more on each type of report, check out the links below.