Help Centre

How do I track donations in the Institution Management Panel?

Institution administrators can review support for their projects or campaigns in the Donations screen and search by donor, date, project and preference information.

Donation searchDonor informationExcel export

Donations screen

Open “Donations” in the institution panel

This screen is only for authorised institution users to track their organisation’s donations. Sign in to the panel and select “Donations”.

  • View support for your organisation and projects.
  • Set criteria and run the query.
  • Review results for the organisation or relevant project.
  • Use detailed guides for date, project or donor-preference searches.
Do not confuse this with an individual donor account

This guide concerns the Institution Management Panel. Individual donor accounts do not have a separate donation-history screen; donors should keep payment results, bank activity and transaction records.

Search results

Read the result fields correctly

  • Donor information: records matching the criteria.
  • Number of instalments: credit-card instalments; a single payment may appear as 0.
  • Total donation: total support shown in the result.
  • Date: donation date.
  • Donation: linked project or donation page.
  • Selection criteria: donor preferences for recipient selection, where applicable.
Review the amount together with transfer records

The total shown and the amount transferred may be different fields. A 4% deduction applies to online donations made to organisations for banking and transaction processes. See Donation Transfer.

Excel and reporting

Export results only for authorised purposes

An exported Excel file may contain donor personal data and may be used only for authorised donation tracking, accounting, reporting and programme management.

  • Apply date, project and donor criteria so only necessary data is exported.
  • Store the file in a secure institution environment with restricted access.
  • Do not move it to personal devices, personal email or unauthorised cloud storage.
  • Do not share it with unauthorised people or external channels.
  • Do not use it for marketing, promotion or personal purposes.
  • When the purpose ends, delete or destroy it under the institution’s retention-destruction policy and legal obligations.
Export does not create new permission

Accessing or exporting data does not grant unlimited use or third-party transfer rights. See Protecting Exported Applicant and Donor Data.

Detailed review

Use the relevant detailed query

Use the general Donations screen for daily tracking, and the relevant guide for a specific period, project or donor preference.