Overview Dashboard
A dashboard containing scheduled gift information.
In the top-left corner, click your site name then Giving. Then click .
On the Overview tab, click Total Scheduled Gifts to see a list of contributors with active scheduled gifts. Use the Select an action... drop-down to email those contributors or export the list as a CSV.
Dashboard numbers reflect only active accounts.
View a List of Duplicates
View a list of duplicate profiles.
- You'll need the Merge Individual permission.
- In the top-left corner, click your site name then Giving. Then click .
- Click the Overview tab.
- In the Individuals section, click Possible Duplicates. The number of possible duplicates displays beside the link.
Filter the List of Duplicates
You can filter the list of duplicate profiles. Filtering displays all duplicate profiles or profiles with a certain percentage of duplicate information.
- You'll need the Merge Individual permission.
- In the top-left corner, click your site name then Giving. Then click .
- Click the Overview tab.
- In the Individuals section, click the link for Possible Duplicates.
- In the Showing: drop-down list, select All Duplicates, 55-70%, 71-85%, or 86-100%.
Fix Duplicates from the Dashboard
On the Overview Dashboard, you can find and fix duplicate profiles.
- You'll need the Merge Individual permission.
You can choose to merge, delete, or ignore possible duplicate profiles.
For multiple duplicates, you must repeat the process and resolve each one at a time.
- In the top-left corner, click your site name then Giving. Then click .
- Click the Overview tab.
- In the Individuals section, click Possible Duplicates. The number of possible duplicates displays beside this link.
- Locate the duplicate you want to resolve, then click Resolve.
- A pop-up window displays the two similar profiles. If the profile has more than one possible duplicate, click the arrow
to view the similar profiles.
- Review the information, then choose to merge, delete, or ignore possible duplicate profiles. To delete a profile, click Delete. To ignore a duplicate and keep the profile, click This profile is not a duplicate. To merge information into one profile, click Merge.
- Repeat this process for any other possible duplicates.
View and Print a List of Scheduled Gifts
View and filter your scheduled gifts, then print them or export them as a CSV.
- In the top-left corner, click your site name then Giving. Then click .
- Click the Overview tab.
- In the Contributions section, click Total Scheduled Gifts. The number of scheduled gifts displays beside this link.
- Optional: To narrow down your list, click
.
- Select a Frequency.
- Click Apply.
- To print or export your list, select all gifts that you want to report.
- Do one of the following:
- To export your gift list, click Select an action... and select Export (.csv).
- To print your gift list, click
, then either click the printer icon for a physical copy or Download for a PDF.
View and Print Gifts on Hold
View and filter your scheduled gifts on hold, then print them or export them as a CSV.
- In the top-left corner, click your site name then Giving. Then click .
- Click the Overview tab.
- In the Contributions section, click Gifts On Hold. The number of scheduled gifts currently on hold displays beside this link.
- Optional: To narrow down your list, click
.
- Select a Frequency.
- Click Apply.
- To print or export your list, select all gifts that you want to report.
- Do one of the following:
- To export your gift list, click Select an action... and select Export (.csv).
- To print your gift list, click
, then either click the printer icon for a physical copy or Download for a PDF.
Overview Dashboard Field Descriptions
Some fields you'll encounter using the Overview dashboard.
- Possible Duplicates
- This reflects people profiles which contain enough similar information that they could be accidental, duplicate entries. Click the link to begin resolving the conflicts. For more, see Duplicate Profiles.
- Total Scheduled Gifts
- This is a total number of gifts that are currently scheduled or on hold. This report updates daily at 4PM ET, but it may take a few hours to complete.
- On Hold Gifts
- This lists all scheduled gifts that are currently placed on hold. Contributors may place gifts on hold themselves. However, if a payment method contains insufficient funds or has expired, we place the recurrence on hold automatically.