Giving Dashboard
Contribution information by fund, payment type, date range, and age.
Before you begin
- If the View Individual Contributions permission is enabled for a user, he or she will have full access to the dashboard.
- If only the View Giving Summary on Dashboard permission is enabled, the user will have access to the dashboard but the funds list will be read-only. He or she will not be able to click a fund to see individual contributors.
- Other users will not see the giving dashboard option in the Admin menu.
For more information, see Responsibilities.
In the top-left corner, click your ministry hub then Realm. Then click . Click the Giving tab.
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.
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 Realm 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.