Giving Dashboard
Contribution information by fund, payment type, date range, and age.
In the top-left corner, click your ministry hub then Giving. Then click .
By default, the Giving Dashboard's information is based on the contributions received year-to-date, all funds, and all payment types. However, you can use the filter option to select a custom date range, one or more specific funds, dedicated gifts in memory or in honor, or certain payment types. You can click any item in one of the graphs to view the details, and you can also print Fund Summary, Fund Detail, and Envelope Extract reports.
Export a Dashboard List
A CSV file for use in spreadsheets or other programs.
- In the top-left corner, click your ministry hub then Giving. Then click .
- To display a list of profiles, click an entry or graph point.
- Select the check box next to each record you want to export, or select the box at the top to choose all.
- In the actions drop-down list, select Export (.csv). Note that the list does not display until you select at least one record.
- To open the file, follow the notification displayed by your browser. You can also get it from the report log.
Giving Dashboard Graph Descriptions
How to read each graph on the Giving Dashboard.
- Funds
- This pie graph displays all of the funds that received gifts during the selected time period. Click each wedge for a breakdown of which contributors gave toward each fund.
- Payment Type Summary
- This displays the summarized totals of each payment method your contributors used to give. A total number of contributions received from all payment types displays at the bottom. If you set up online giving, click Online to see each online payment option broken down further.
- Line Graph
- The line graph displays a comparison of your total monthly giving between this year and last year. If you select Include pending and future gifts in totals in this dashboard's filter, your contributors' scheduled gifts also display on this graph. Click each data point for a breakdown of which contributors gave that month.
- Total Giving by Age
- Customize this graph to organize age groups the way you want them, and review the total amount each age group contributed. Click a bar in the graph for a breakdown of which contributors gave within a specific group.
- Average Gift by Age
- Customize this graph to organize age groups the way you want them, and review the average amount each age group contributed. Click a bar in the graph for a breakdown of which contributors gave within a specific group.