Making the switch from old reporting
Three ways you can get ready to make the switch
From September we’ll start removing access to old reporting, and you’ll need to use reporting going forwards. We’ll be making changes to reporting before then to give you the data insights you need, and we’ll be adding new features and reports over the summer.
Here’s a few of the new features we’ll be adding:
- Event and Campaign reporting
- Additional data items
- Introduce sorting and additional filtering options
- Provide a payment summary
- Introduce spacer columns into templating
Before then, there’s a few things you can do to get ready to switch.
Do some housekeeping
We’ll be moving over your old templates to reporting, so have a look over your current report templates. Delete any you no longer need, or rename the ones you use to make them easier to identify.
Check who has access
Have a look over the charity users on your account. Delete any old team members so they can no longer log into your charity account, or add new ones to make sure the right people have the access they need.
Get going easily
Use our templating tool to get access to the data you’re interested in. Choose and filter the data items to get the insights you need. If you haven’t already taken a look, here’s some of your favourite reports and the report you need to recreate them in reporting.
|Donations: Direct donations||One off and regular donations made to your charity||Donations|
|Payments: Payments donations||Breakdown of the donations paid to your charity||Payments|
|Fundraising pages: New fundraising pages||Provides details on pages created during the period selected||Fundraising|