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Maniphest T248822

Collect statistics about number of individual donors
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Description

Giva Sverige has requested that we provide them with the number of individual donors, broken down by private individuals and legal entities.

While we have been allowed to skip that number for our 2019 report it makes sense to develop the document so that it is ready for the 2020 report (also not bad statistics to have for ourselves.

Collecting the statistics is in line with out exicisting Privacy policy and access to the raw data is limited in the same way as other donation related data.

The calculation sheet and report is being prepared here

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Event Timeline

Lokal_Profil created this task.Mar 30 2020, 8:33 AM
Lokal_Profil claimed this task.Mar 30 2020, 8:36 AM
Lokal_Profil moved this task from 📥 Backlog to 📆 This week on the User-LokalProfil board.
Lokal_Profil added a subscriber: • Maria_Burehall_WMSE.

@Maria_Burehall_WMSE Once the 2020 numbers have been backfilled and we feel that the format works well this task can be resolved.

Note the subtask T248823: Add new donation statistics procedure to donation handling instructions which is about updating the existing donation handling instructions to also include this step.

Lokal_Profil moved this task from Backlog to This week on the User-Maria_Burehall_WMSE board.Mar 30 2020, 8:37 AM
Lokal_Profil moved this task from 📆 This week to ⏳ Waiting on the User-LokalProfil board.Mar 30 2020, 9:50 PM
Lokal_Profil added a comment.Apr 6 2020, 7:59 PM

Swish and Bankgiro seem to work well.

Nordea seems to have an issue with the data format changing (different number of columns). Need to check if that is a fluke

Benevity has not been reviewed by Jenny or Maria yet.

Lokal_Profil added a project: User-Jenny_Brandt_WMSE.May 15 2020, 11:34 AM
Lokal_Profil added a subscriber: Jenny_Brandt_WMSE.
In T248822#6033880, @Lokal_Profil wrote:

Nordea seems to have an issue with the data format changing (different number of columns). Need to check if that is a fluke

@Jenny_Brandt_WMSE could you take a look at if the Nordea format has changed or if it is simply a case of the exports being generated differnetly from before?

Benevity has not been reviewed by Jenny or Maria yet.

@Jenny_Brandt_WMSE have you had time to look at the Benevity numbers and reporting format?

Jenny_Brandt_WMSE added a comment.Jun 30 2020, 12:19 PM

@Lokal_Profil I have looked at the file but not been able to get the correct formate. The drive document "Donationer 2020" is updated but I believe that the numbers are not correct (now it looks like one person has donated over 50 000 SEK, but I think it should be 500. I am looking into it.

Nintendofan885 closed subtask T248823: Add new donation statistics procedure to donation handling instructions as Resolved.Jul 9 2020, 4:27 PM
Lokal_Profil reopened subtask T248823: Add new donation statistics procedure to donation handling instructions as Open.Jul 13 2020, 8:39 AM
Jopparn added a parent task: T260495: ☂Develop an experimental Face2Face (F2F) fundraising campaign for 2020.Aug 16 2020, 4:39 PM
Lokal_Profil added a comment.Aug 17 2020, 12:05 PM
In T248822#6267442, @Jenny_Brandt_WMSE wrote:

@Lokal_Profil I have looked at the file but not been able to get the correct formate. The drive document "Donationer 2020" is updated but I believe that the numbers are not correct (now it looks like one person has donated over 50 000 SEK, but I think it should be 500. I am looking into it.

was this for Benevity?

Looks to me like the numbers are right.

I believe there might be an issue related to the language of the spreadsheet program which the downloaded report is opened in. i.e. copying the numbers across to the google Sheet requires one to check that decimals are being converted correctly.

When I added the 2020-06 numbers from the downloaded report the format matched.

Lokal_Profil moved this task from This week to Backlog on the User-Maria_Burehall_WMSE board.Sep 21 2020, 12:06 PM
Lokal_Profil added a comment.EditedMar 2 2021, 10:11 AM

I believe this is essentially done. @Jenny_Brandt_WMSE is this document, and how it is filled in, documented in the Organisational Assistant document?

Ignore question. This is covered in T248823

Lokal_Profil closed this task as Resolved.Mar 2 2021, 10:15 AM
Lokal_Profil moved this task from ⏳ Waiting to ☑️ Done on the User-LokalProfil board.
Jopparn moved this task from Backlog to Done on the User-Jenny_Brandt_WMSE board.Oct 12 2021, 8:43 PM
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