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How to export an order report for a Gift Aid declaration

How to export an order report for a Gift Aid declaration

It's easy to export the information you need to share with the government about your Gift Aid donors.
Rhio avatar
Written by Rhio. Updated over a week ago

If you've taken donations with Gift Aid, you will need to submit this information to the government to claim.

💡 Read the official guidance about how to claim Gift Aid online

We've made it easy to export the data you need from your account dashboard. Once you've exported it, you can import it into spreadsheet software, such as Excel or Google Sheets, and change the formatting so that it matches the official 'Schedule spreadsheet'.

To export your gift aid data:

  1. Head to 'Orders'

    1. Optional: Filter your orders list to show the event where you took donations.

  2. Click 'Export orders':

To make it even easier to get the data you need, we suggest that you filter your order export so that it only contains the relevant information. We recommend that you select the following details to include in the report:

Claim on donations

Claim on admittance to charity property

Choose an overview report

Choose a line item report

Order details:

  • Donation amount

  • Order date

  • Order items

Buyer details:

  • Name

  • Address

  • Postcode/Zip

  • Custom questions (This will contain the Gift Aid declaration, which you can use to filter your report)

Line item types:

  • Tickets

  • Add-ons

Line item details:

  • Type

  • Description

  • Value

  • Booking fee

Ticket details:

  • Custom attendee questions

Order details:

  • Order date

  • Order value

Buyer details:

  • Name

  • Address

  • Postcode/Zip

  • Custom questions (This will contain the Gift Aid declaration, which you can use to filter your report)

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