Summary: This guide provides an overview of the Giving Dashboard, explaining how to access your data and understand the different reporting widgets. Following this guide will help you track giving trends and make data-informed decisions for your ministry.
Before You Begin
- You must be an Administrator or have permissions to view Giving data.
- Important: The Giving Dashboard is updated nightly and does not show data in real-time. Individual widgets can be refreshed manually for the most recent available data.
How to Navigate and Use the Dashboard
- Navigate to the Giving section from your admin account. The Dashboard is the first page that loads.
- Use the Filters at the top of the page to adjust the date range or view data for a specific Location.
- Click the Refresh button on any individual widget if it fails to load or if you want to see the most recent data available.
- Review the Timestamp in the top right corner. The "Last Updated" time shows when the data was last refreshed, and the "Next Update" time shows when the next automatic nightly refresh is scheduled.
Understanding the Dashboard Widgets
-
Total Giving: Displays total gross donations over time with a monthly trend graph.
- Quick Insights: Shows key metrics like the total number of gifts, the weekly average, and the average gift amount.
-
Covered Fees: A donut chart showing the percentage of donations where the donor covered the processing fees.
-
Recurring Gifts vs One-Time: A bar graph comparing the total amounts from these two types of giving.
-
When you hover over the bars, it will give you a report breakdown between recurring and onetime giving.
-
Givers by Average Weekly Gift: Groups your donors by the size of their average weekly gift.
-
Transactions Bucketed by Gift Size: Shows the total number of transactions that fall into different gift size categories.
-
Gross Giving by Fund: Provides a breakdown of donations by the fund they were designated to.
Troubleshooting & FAQs
- Why isn't our most recent donation showing up on the dashboard? The Giving Dashboard is not a real-time report; it is updated automatically overnight. For real-time transaction data, please refer to the "Transactions" section of your Giving admin area.
-
A widget is blank or not showing data. What should I do? Click the "Refresh" button located on that specific widget. This will manually pull in the most recent data available for that report.
- What do the "Last Updated" and "Next Update" timestamps mean? "Last Updated" tells you the exact time your dashboard data was last refreshed. "Next Update" shows when the next automatic nightly update is scheduled to occur.