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Last updated: 24-08-2021

Reports

Download CSV reports to access all your data.

We offer a range of different reports for the purpose of importing into your CRM system or for analysis. This guide explains the difference between the reports, and gives examples of why they might be useful to you.

Transactions

Description: Transaction and donor details of all live donations.

This report gives details of every payment transaction made by your donors. Each line on the report represents one payment by the donor - this includes cases where the donor has added multiple objects to their basket (eg. donated £30 for 3 stars at £10 each). The report contains all donor contact information, the total amount that has been donated, Gift Aid declarations, and marketing opt-ins.

Useful For: Uploading all donation data directly into your CRM.

Download example Transactions report (click or right click, save as...)

Messages

Description: A breakdown of individual donated objects including donor message, object donation amount and transaction details.

This report breaks each transaction down into individual objects. Each line on the report represents one object that has been donated - this means that if a donor has added more than one object to their basket, the transaction will be shown across multiple lines. The report contains details of the message that the donor has left on each object, the amount they gave for each object, and a summary of the total transaction, including donor contact details.

Useful For: Ensuring that message content is appropriate (if necessary, you can moderate messages in Messages via your Page Settings) or for recording full message details separately into your CRM.

Download example Message report (click or right click, save as...)

Gift Aid Schedule

Description: A list of all donations eligible for claiming Gift Aid, in the format of HMRC's schedule spreadsheet (UK only).

This report contains all the data required for your charity to submit a Gift Aid claim for donations received via Visufund. The columns match HMRC's Gift Aid schedule spreadsheet, and the data includes all donations where a Gift Aid declaration has been made.

Useful For: Preparing Gift Aid submissions.

Read more about accessing Gift Aid data.

Page View Tracking

Description: Track sources of page visitors by referral or UTM query parameters.

This report collates all website referrals or UTM query parameters that have linked to your pages. For each unique combination of this data, the number of page views or hits is defined.

Useful For: Analysing success of various marketing channels encouraging people to visit your pages.

Donation Tracking

Description: Track sources of donations by referral or UTM query parameters.

This report collates all website referrals or UTM query parameters that have linked to your pages. For each unique combination of this data, the number of donation transactions and the amount donated is defined.

Useful For: Analysing success of donation conversion from various marketing channels.

Supporter Fundraising Pages

Description: A summary of all pages published by your supporters, including contact information.

This report gives contact information for all your supporters who have published a page for your charity within the date range you have specified. You may wish to contact these supporters to thank them for creating a page for your charity.

Useful For: Developing relationships with your supporters.

Transactions (Test data only)

If you have added any test data to your pages prior to publishing, you can download test reports. These are in the same format as the live reports, to allow you to see how your data will be presented prior to launching a campaign.

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