Overview Dashboard
A dashboard containing scheduled gift information.
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 Individuals section, click Possible Duplicates. The number of possible duplicates displays beside the link.Note:
Other duplicate notifications
Other places in Giving also display possible duplicates.
On the Info tab of a duplicated profile:
On the Import Profiles page when importing profiles from another program or spreadsheet:
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 Realm. 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 Realm. 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 Realm. 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 Realm. 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.
- People Who've Logged In
- These are people who have set up a login password and have used your Giving site.
- People Without Login
- These are people you've added a record for, but who have never set up a login or signed in to the site.
- Unanswered Invitations
- These are people you've sent an email invitation to, but they haven't yet signed up. This list does not include businesses, so it might not match the list on the Pending Invitations page.
- New People (in the last 30 days)
- This includes people whose records you've added as well as people who added themselves.
- Users With Responsibilities
- These are Giving users who have been added under Users & Permissions. Click Admins to view users who have been given the Administrator responsibility. Click Non-Admins to see users who have permission to view certain areas of Giving but are not administrators.
- 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.
- Unrecognized Addresses
- These are profile addresses that have been flagged as possibly inaccurate or incorrectly formatted. See Resolve Unrecognized Addresses.
- Total
- This list of families and members is sorted alphabetically, based on the last name of the first primary family member. Additional family members are listed beneath that primary. The family positions you use are defined on the Family Positions tab of General Settings.
- Primaries
- This list of family leaders is sorted alphabetically, with the first primaries of families listed first and any other primaries grouped directly beneath them. A first primary is determined based on the positions you defined on the Family Positions tab of General Settings.
- First-time Givers (last 7 days)
- These are people who have given for the first time during the last week, including the current date. For example, if the current date is 7/9/2021, the first-time givers will be anyone who gave for the first time between 7/2/2021 and 7/9/2021. This applies to both members giving online as well as gifts entered manually.
- 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.
- Current Pledges
- This is a total number of unfulfilled pledges for campaigns that are currently active.