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Help guides

Introduction to reporting

We’ve created a range of easy-to-use reports to help you analyse all the fundraising activity that’s happening for your charity.

There’s standard reporting that gives you the key information you need, and more flexible reporting, where you can tailor the format and even create your own reports from scratch.

We’ve made it as user-friendly as we can, but you’ll find help guides covering most of the things you’ll want to do as well. And if you get stuck, or you’ve got a more technical question, you can call our help desk team on 03456 01 10 45, we're here Monday to Friday, 9am - 5.30pm or email

Getting started

It’s best to start by looking through the report folders and getting familiar with the templates and reports available within each of them.

To see the reports and templates available in a folder, just click on the ‘+’ sign next to the folder name.

The reports are grouped into subfolders by report type (e.g. standard or flexible) and then by content (e.g. donations, fundraising pages, events). Again, just use the ‘+’ sign to drill down to the next level.

Once you’ve been through the report folders, have a look at the other help guides – these cover the main things you may want to do. Or you can just have a play around with the functionality and start running your own reports.

Our reporting tool works best with Internet Explorer 7 or higher, or Firefox 3 or higher. You can find out which browser version you are using by clicking 'Help' on the toolbar at the top of your browser and then 'About Internet Explorer' or 'About Firefox'.

To upgrade your browser use the links below or speak to your IT department.
Update Internet Explorer
Update Firefox