DonationsLast modified: 20-01-2023
This page shows an overview of all donations (including manual and matchfunding) that fall under the level you are currently working on. You can look up specific donations here, see more information about a particular donation and move donations around. You can also make a download of all donations.
In the search bar (top right), you can search by a name, e-mail address or transaction id. The transaction id is the number that usually starts with D2021 and is a unique number. Through that number, you can quickly trace a donation.
You can choose to show only donations from a certain period. If you have many donations, or are only interested in recent or older donations, this may come in handy. You select a period by clicking on 'From start
Then select the desired period:
To make navigating the dashboard easier, we save the period selection in the browser, so the next view you view will also have this period pre-selected.
There are several columns belonging to the donations:
The columns Date, Amount, Payment status and Payment method are clickable. You can filter with these. If you click it again, it will filter in reverse.
At the 'Donation on' column, you can hover over it with the mouse. You will then see the level at which the donation was made appear.
In the column 'Amount' you will see icons when web shop items, discount codes or rewards are involved. You can recognise donations with a web shop item by the shopping cart. For donations where a discount code was used, you will see a ticket icon and for donations where a reward was chosen, you will see a gift behind the donation.
You can use the 'Download' button to create a Download of all donations under where you are at the moment. After clicking the button, an Excel file is generated and its link is sent to the e-mail address you are logged in with. If you click on the link (and are logged in) then you can open the Excel file. If you have made a selection you will only see the donations made in that period. The second tab of the Excel file shows the answers to the additional questions.
Clicking on the i's will show you all the information about the donation:
If there is a donation with a reward you will also see this. Here, you can click on the box to indicate that the reward has been processed:
If you click on the three dots you will see the options you have with a donation. These are Manage, Move, Anonymise and Delete
By managing a donation, you can change a donor's name, or change a message accompanying the donation (for example, if a donor wants to correct a spelling mistake). You can also hide or make visible the name attached to a donation.
It can happen that a donation has ended up in the wrong place, for example on a team instead of a team member. You can then move it by clicking on the three dots and move and find the place where the donation should go. If there is a registration fee attached to the donation, you cannot move it. You cannot move manual donations either. If you want to move them, you can delete them in one place and add them in another. Finally, you cannot move donations made via matchfunding. You can only do that after the matchfunding donation (which is listed as a manual donation) has been removed.
This option allows you to completely anonymise a donation. The account number information will be removed and you will see 'Anonymous Anonymous (Name Shielded)' as a donor.
You can only delete donations made with a test checkout. You can delete them via this option. Real donations are always saved.
Frequently asked questions
You may be working in Google Chrome, for example, but open the link from the e-mail in a different browser. Because you are not logged in at that time, you cannot download the file without logging in. You can either make sure links open in the same browser, or log in to the other browser or copy the link to the browser you are logged in to.
If a donation is not moveable then you won't see that option either. This is the case if a registration fee is attached to it. You can then move the entire action (including the entry fee), but not the donation itself. Manual donations do not show a move option either. You can add them in one place and remove them in another. Finally, you cannot move donations made via matchfunding. This is only possible after the matchfunding donation (shown as a manual donation) has been removed.
The legal maximum amount per donation is 10,000 euros. We have therefore set a maximum amount of 9,900 euros in our platform. The maximum donation amount per payment method may also vary.