The Donations Dashboard is a summarized view of information about your donations.
- Navigate to the Donations page and click Dashboard in the left-side menu.
Filters
Custom reporting filters can be applied to the donations dashboard. Filter Reports provides additional guidance on using filters. Filters can be reloaded and saved for repeated use.
Date Filter
The current year will be the default filter for dashboards. This can be changed by clicking the Donation Date filter and applying a different date filter.
- Click the default date filter.
- Add the applicable Add Filter Donation Date information, and then click Apply Report Filter.
Donations Information
Located beneath the filters are four boxes that display the total Donations Amount, Number of Donations, Number of Donors, and the Number of Recurring Donations for the applied date range.
Donation Trends
The Donation Trends bar graph displays the Number of Donors, Number of Donations, and the Donations Amount for the applied date range. The legend above the bar graph displays the blue line color as the Number of Donors, the red line color as the Number of Donations, and the green bars as the Donations Amount. Hover your cursor over the date bars to see the Number of Donors, Number of Donations, and Donations Amount for that date.
Donations Information Charts
Located at the bottom of the dashboard are two pie charts that display information for the applied date range.
- Top 10 Funds - Displays the top ten funds with the legend displaying each fund in a different color.
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Donations by Fund Group - Displays the donations by fund group with the legend displaying each fund group in a different color.