Dashboard
The Giving dashboard shows the number of donations collected on a given day, week, month, or year, and lets you see information about giving trends and at a glance. Use the available filters to view donations, number of new donors, campuses, and labels or funds from a set period of time.
Select Donations in the top navigation.
Choose Reports on the left.
Select the Dashboard tab.
Use the Campus dropdown to choose which campuses to include in the report. If you don't have donations assigned to campuses, be sure to select Unassigned.
Use the Date range dropdown to set a period of time for your report.
Select Export to print a report of the dashboard data or export it into a CSV.
Once your filters are in place, review the report to learn about giving trends during that time. Each widget on the dashboard is interactive, so spend some time poking around to review how donations are received in your organization.
Tip
To learn more about any piece of data or view a more detailed report, select the element on the dashboard to view the corresponding By donation or By donor report!
All donations are shown on the dashboard as soon as they're initiated.
Credit and debit card donations are always processed as soon as the donor gives.
ACH bank transfers are processed when the ACH payment is initiated, even if it hasn't completed its lifecycle.
Cash donations are processed when they are added to the batch, even if the batch hasn't been committed yet.
Checks are processed when they are added to the batch, even if the batch hasn't been committed yet, regardless of the date on the check itself.