How to customise the data in your payment reports

You can add, remove, rename and change the order of columns to make your payment reports easier to read and manage.

Customising columns in reports

1. Log into your charity account
2. Select the Reports tab
3. Click on Payment reports
4. Select Donation report preferences to make changes to your donation payment reports.
5. Select Gift Aid report preferences to make changes to your Gift Aid payment reports (UK charities only).                                                                

 

5. Select Add or remove columns
6. Put a tick next to the column title that you want to see in your report
7. Click the  icon for a column definition
8. Select continue once you are happy with the columns you have chosen.
9. Click the  icon to rename a column
10. Click and drag the icon to change a column position
11. Click Save changes

Next time you Generate and download a payment report it will reflect your chosen preferences.

Changing date format between DD/MM/YYYY and MM/DD/YYYY

1. Log into your charity account
2. Select the Reports tab
3. Click on Payment reports
4. Select either Donation report preferences or Gift Aid report preferences
5. Select the box that contains that date formatting you want

     6. Click Save Changes 

Resetting report back to original settings

1. Scroll to the bottom of either the Donation report preferences or Gift Aid report preferences 
2. Select either Reset report to return all original columns or Reset all to original column names to return the report back to the original settings.