Help guides

Getting access to edit and create reports

Named people in your charity can be set up to edit our flexible reports or create their own reports on the Virgin Money Giving site.

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 and edit 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
Tick the box next to the flexible report you want to edit (this highlights the row).
Step 2
Click on the ‘edit’ icon for that report – this opens the ‘Flexible report editor’ screen, where you can edit or customise the report (see ‘Editing our flexible reports’ for more info).