Making Sense of the Donations Spreadsheet

Quick Answer

The Donations Spreadsheet gives transactional and Gift Aid data pertaining to your organisation’s donations collected via campaigns on Donr’s Text Giving service.

Want to know a little more?

Where Do I Find the Donations Spreadsheet?

In the Donations section of your Donr Dashboard, you can find information on the donations that have been made to your organisation via Donr. This data is sorted by campaign and by month and is downloadable as a ‘donations spreadsheet.’

The blue ‘CSV’ button allows you to download a spreadsheet of the information you’ve currently called up on your screen. For instance, if you have 25 active campaigns with Donr and want to see all of the donations they received for the calendar month of May 2020, simply click ‘Select all’ in the ‘Sort by Campaign’ drop-down menu, select ‘May 2020’ from the ‘Sort by Month’ drop-down menu and click ‘Filter.’

This will display the information you’re looking for on-screen then, when you click the blue ‘CSV’ button, the same information will be downloaded to your computer in the form of a CSV spreadsheet (you can export this into an MS Excel spreadsheet by clicking ‘save as’ and changing the file type).

What am I looking at?

The data in the spreadsheet will be sorted into various columns. Please see below to understand the information contained in the spreadsheet further:

Transaction ID: this is the individual reference number generated by each donation your organisation receives. This can be useful in helping you match up transactions from this spreadsheet with those listed on the Gift Aid data spreadsheet.

Campaign: this will show the Text Giving campaign that your supporter made the donation via.

MSISDN: this is the technical term for mobile phone number.

Email: if your organisation makes use of one of our Donr Appeal Pages (from 2019 or earlier) or completes their donation via credit/debit card if their Text Giving donation has failed, their email address may appear here.

Payment type: if the donation was made via Text Giving, the mobile network the donation came via will appear here. If it was made via card (if the Text Giving donation failed or using one of our Appeal Pages from 2019 or earlier), their card type will appear here.

Bill status: whether or not the donation was processed successfully.

Bill frequency: whether the donation is a one-off or a monthly gift.

Payment date: the date and time on which the donation was made.

Amount: this will show the amount that a supporter donated to your charity.

Fee: The fees (including VAT) that are payable on this donation.

Payable: The amount your charity will receive after fees are taken into account.

If a Gift Aid declaration has been made in association with the donation, the Gift Aid information will also appear on this spreadsheet so you can correctly log the information in your CRM system. A separate Gift Aid spreadsheet is available from the Gift Aid section of the Donr Dashboard for submission to HMRC to make a Gift Aid claim.

Please note, some Gift Aid data may be redacted, if you do not have permission to view it. Please click here to find out about making a Gift Aid Data Request.

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