How do I download reports?

This article goes through how to download reports from the GWD customer portal

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🔶 1. Reports Overview

All Donation Station Portal users have the ability to download transaction reports. Some accounts also have the ability to download Gift aid or Marketing reports as well. This option is available in the dropdown menu if your permissions allow this.

🔶 2. Donation Reports

You can download two types of donation reports:

1. Approved Transactions Only

Displays only donations that have been approved by the bank.

These transactions are confirmed and will be settled to your account.

2. All Transactions

Includes all donation activity recorded on the Donation Station.

These covers approved, declined, and offline donations.

🔶 3. Transaction Statuses Explained

1. Approved Donations

Successfully processed by the bank and will be settled to your account.

2. Declined Donations

Rejected by the bank and will not be settled.

3. Offline Donations

These donations are processed in stages and can have one of the following statuses:

Pending: Uploaded to GWD's server, awaiting submission to the bank.

Submitted: Sent to the bank and awaiting a response.

Approved: Successfully approved by the bank.

Declined: Rejected by the bank.

🔶 4. Gift Aid Reports

If you have Gift Aid enabled, you can download a report of all the Donations that have been Gift Aided

The report will contain

The amount donated

The net value of the donation plus the value of the Gift Aid

The Donors details that are required to complete a gift aid submission to HMRC

🔶 5. Marketing Report

If you have Conversation Starter enabled, you can download all the contact details from Donors who would like to keep in touch

The report will contain

Information about the transaction

The email address of the Donor

Title and name of the Donor

Whether or not the Donor agreed to the additional question if active

🔶 6. Download Reports

🔸Select “Download Reports” from the navigation bar at the top of the page.

🔸Select “Donation Report”, “Gift-Aid Report” or “Marketing Report” drop-down box under “Select Report Type”.

🔸Select the date range for your report.

🔸Select to report on all transaction or just approved transactions

🔸OPTIONAL STEP:

If your user account has access to a hierarchy of kiosks within your organisation, use the tick boxes in the folder structure to select which organisations you’d like to report on. If you do not see a folder structure to select from, move on to step 5.

🔸Click “Download Report”.