We provide you with all the details you need to process a Gift Aid claim in-house via your usual method.
To access the data you require for your Gift Aid claim:
- Log in to your account
- Navigate to Reports
- Set the dates for the data you wish to access
- Download the report called 'Donation Transactions'
In this report, you will see all your donor data, including names, addresses, and whether the donor has declared Gift Aid.
You'll also see if the donor has consented to hear from you again, via specific communication channels (eg. telephone, email, etc).
What does 1 and 0 mean on the reports?
A lot of the data on our reports is presented in Boolean format, which makes the data easier to upload into other databases. This means if you see a '1', it means the statement is true (ie. the donor ticked a box to say yes), and '0' is false. For example, a '1' in the Gift Aid column means that the donor said yes to Gift Aid.