1. How to Download Donation Reports from StockCrowd
StockCrowd allows you to generate a donation report in a CSV file, which you can open in a third-party tool to manage the data as you like.
👉 If you don't know how to generate a report with your account, please check this article and follow its steps.
Every time you issue a new report, you will receive an email with a link where you can download the CSV file that contains the report.
Click on the link and the CSV file will be downloaded directly to your computer's storage.
❗️Please keep in mind that depending on the amount of data requested, it might take longer to generate and/or download due to the size of the file.
2. Manage Donation Reports using your Favourite Tool
Once you have downloaded the CSV file, how you manage the report will depend on the device and tool you use to open the file.
You can use the tool of your choice, and manage the columns and data according to the needs of your organisation.
We advise you to use Google Sheets, a powerful tool that is easy to use and comes by default in every Gmail Account. You can find here more information on how to access it.
❗️Please note that these are general instructions on how to use third-party tools, prepared by StockCrowd's Support team.
For detailed information on how to use each tool, we advise you to refer to each tool's Knowledge Base.
2.1. Using Apple's "Numbers App" (for Mac)
If you are using a Macbook as a device, it will most likely redirect you directly to the app "Numbers" which is the one by default in the system
Once you click the file, it will directly open in Numbers with the right format and you'll be able to check it and, in case it was needed, modify it.
After having checked it, you will only need to define how you would like to save it.
2.2. Using Google Sheets (For Mac or PC)
You can also choose to view and edit your file from Google Sheets, which is a website that allows you to view CSV files.
In order to open your files accordingly you will need to follow these steps:
Open Google Sheets in your browser and select the option Blank Spreadsheet to create a new spreadsheet.
2. After doing so, click on "File" in the top menu, and choose the option "Import".
3. A new window will be opened with the option to edit that new Spreadsheet.
4. Click on "Upload" in the top menu, which will give you the options to either Browse or drag your CSV file.
5. Click on Browser to select a file from your computer, or just drag it to the page to import it into your new Spreadsheet.
6. After having imported your file, it is recommended to leave the settings by default, which are:
Import Location: Replace Spreadsheet, and
Separator type: Detect automatically.
7. Check the box "Convert text to numbers, dates and formulas"
8. Select the button "Import data".
9. After having completed all the steps, your file should look as per the following example:
2.3. Using Excel (for Mac or PC)
If you have downloaded Excel on your Mac, you would need to follow these steps in order for the file to open correctly:
1. Open Excel on your computer.
2. On the top menu, click on "File" and choose the option "Import".
3. Select the CSV file from the report you have downloaded.
4. Once you have selected the file, a pop-up menu will appear, asking which kind of file you would like to import.
5. Choose "CSV file" and click on "Import".
6. After importing the CSV file, you'll need to choose the settings to process that file. We recommend choosing the following settings:
Data description: Delimited
File Origin: Choose your device or the place where the CSV file is stored - in our example, using a Macbook, we could choose the option Macintosh.
❗️Please keep in mind that if you're using a PC, the file origin must be set to Unicode (UTF-8).
7. Following that step, you will need to set the delimiters of the data.
Choose "Tab" and "Comma" as delimiters and click on "Next".
❗️If you're based in Spain and you're completing this step for the Tax Form 182, you will need to use "Tab" and "Semicolon".
8. As a final step, you will need to set the Data Format.
Select "General" and click on "Finish".
9. After following the steps, you will be asked where you would like to put the data.
You can either choose to put the data in:
An existing sheet: Add data to a sheet (spreadsheet tab) you have created before, or
A new sheet: Create a new spreadsheet with the data (recommended).
10. After following all those steps, your file should look like so:
