Charity Account update: finance reports made easier

Our techies (mostly Derrick) have today made some updates to the charity account that we hope will make it easier to use. The change will primarily effect payment reports, but it also cleans up the column selection screen.

What's new?

Click here to watch the video below in full screen

Now, when you click on the Finance reports tab, you are taken straight to the list of recent payments made to your charity:

On this screen you can now choose whether to download a PDF summary of the payment, or create and download a detailed report in either CSV or Excel.

If you choose to create a detailed report in either format, you're presented with the screen below that gives you the option to select different columns to appear in your report, use a default column selection or use your saved settings:

[Note: this screen has changed for all reports that you can create in the account]

Once you've clicked on "continue", the report is then created in real time, and you can download it (after the Justgiving dog has finished barking at the, er, Dove of Data).

We're confident that these changes make the process easier, so that now it only takes three clicks from logging in to get all the details of the money we've sent to you!

Comments

[brian ball]

Does the data after download come formatted as before

[Jonathan]

Brian, I can confirm that the data comes out as before, it is the process of getting to that data that we've tried to improve and make easier.