Last week, we mentioned commissioning an external Excel developer to replicate the column selection and renaming features we no longer support in the Charity Account.
We're pleased to say that our payment report manager is now fully tested and ready for you to use. It’ll help you rename and select the columns you need from the new-style payment reports.
Here's what Maria from Connect - the communication disability network, www.ukconnect.org, had to say:
The charity report manager tool is great. You can simply select the different columns you would like to appear in your own unique report, and then it will automatically add all the donations for you!
It’s fast and easy to use. Thanks Justgiving for making the process easier.
And here’s how to use it:
1) Download or watch our PowerPoint presentation for an easy step-by-step guide to using the files in Excel 2003:
Download justgiving_payment_report_manager_instructions.ppt
2) As per the instructions, check your macro security setting is at 'medium' and download either the Gift Aid payment report manager file or donation payment report manager file, depending on the type of report you’re working on:
Download Justgiving donation payment report manager 2009
Download Justgiving Gift Aid payment report manager 2009
3) Once you’ve downloaded the file and followed our instructions, open a payment report and you'll see a new menu item appears called 'Justgiving' and if you click there, you get an option called 'Format Report':
When you click on that item, the macro in the report manager will reformat your report to include only the columns and new headings you need!
And you'll also get a small calculation in the bottom left-hand corner, showing the total paid to your charity:
For donation payments:
For Gift Aid payments:
As this is a file to help you once our data is with you, we might not be able to give you much support once you have downloaded the report manager (the success of it depends a lot on what version of Excel you use and how your machine is set up) so it's important to follow the instructions exactly and bear in mind that:
- you must have the report formatter open before opening the file you've downloaded/saved
- if you change your macro settings, you'll need to close and re-open the file and enable macros
- you’ll need to save a different version of the report manager for different settings
- the donation payment report manager will only work with donation payment reports
- the Gift Aid payment report manager will only work with Gift Aid payment reports
- once you’ve formatted a report, you won't be able to format it again or undo the formatting
...so always save your file first before formatting!
We’ve tested this in Excel 2003 and 2007 and in Mac Office 2004 - it works in all of them, but for each different version you’ll have to access macro settings and new menu items in a different way. The MS website has great online help resources for all versions of Excel.
If you do have any major issues or feedback, please email charities@justgiving.com.
Lastly, we send some big kudos to Tim from fruitful training, because he built the very easy-to-use Excel file for us, and recently trained a lot of us at Justgiving in how to be much better on Excel - we can't recommend him enough!
Has the payment manager been updated to take into account transitional relief? I've just downloaded the gift aid file for transitional relief and when I ran the format previously saved all the transitional relief details disappeared as I couldn't select to show those columns.
Posted by: Jenny Hubbard | October 17, 2008 at 01:13 PM