Help guides

Managing your reports

Creating your own folders

You can create your own folders within 'My charity’s reports'. The 'Standard reports' and 'Flexible reports' folders are set up by Virgin Money Giving and can’t be amended.

Here’s how to create folders within 'My charity’s reports':

Screenshot - Creating a folder
Step 1
Left click on the 'My charity’s reports' folder – this changes the 'Add folder' icon so it can be selected.
Step 2
Click the ‘Add folder’ icon. When the pop-up appears, enter the folder name and click the 'save' button.

Alternatively, you can right-click on the folder name to display a menu which includes an option to 'Add folder'.

Your new folder will now appear within 'My charity’s reports'



Renaming folders or reports

You can rename any folders or reports in ‘My charity’s reports’ – this is your own space within the reporting section.

As the folders and reports under ‘Standard reports’ and ‘Flexible reports’ are set up by Virgin Money Giving, you won’t be able to edit any of these names.

Here’s how to rename folders and reports under ‘My charity’s reports’:

Step 1
To change a folder name, click on it and then click the ‘rename’ icon. To change a report name, tick the box to select the report and then click the ‘rename ’ icon.
Step 2
When the pop-up appears, change the name and add a description if you like (for example, if you want to add extra information for a colleague).
Step 3
Click the 'save' button.



Deleting reports

You can delete reports and folders in ‘My charity’s reports’ – this is your own space within the reporting section.

But remember – you’re acting on behalf of all your charity’s registered users, so if you delete a report they won’t be able to see it any more. And if you delete a folder, you’re also deleting the reports and subfolders within it.

To delete a folder:

Step 1
Click on the folder name, then click the ‘delete’ icon. Or right-click on your mouse and select ‘delete’ from the menu.
Step 2
When the pop-up appears, confirm you want to delete the folder.


 

Header - Last updated
10 August 2009