Summary: This guide explains how Admins can resolve the "duplicate people found" warning and unblur the People widgets on the Giving dashboard by merging duplicate profiles to ensure accurate reporting.
Before You Begin
If you do not have permission to merge duplicates in the People area, the banner will instruct you to contact your Admin.
Data Sync Delay: The Giving dashboard does not update instantly. It updates every hour on the hour, and the data sync job can take between 1 and 20 minutes to complete.
Step-by-Step Instructions
Option 1: Resolve Duplicates to Unblur Widgets (Recommended)
- Click Review Duplicates: From the Giving dashboard.
- Click the Review duplicates link located in the yellow warning banner at the top of your dashboard.
- Click the Review duplicates link located in the yellow warning banner at the top of your dashboard.
- Merge Duplicate Records: In the People area.
- Follow the prompts to merge any duplicate records you find within the People area. Verify this step was successful when the duplicate profiles no longer appear in your active people list.
- Follow the prompts to merge any duplicate records you find within the People area. Verify this step was successful when the duplicate profiles no longer appear in your active people list.
- Wait for the Hourly Update: Up to 80 minutes.
- Wait until the next hourly update finishes for the dashboard to refresh and unblur your widgets automatically. You can verify this is complete when you return to the dashboard and the warning banner is gone.
Option 2: Reveal Widgets Without Merging (Not Recommended)
- Click View Data: On the widget.
- Click the View data button on any of the blurred widgets.
- Click the View data button on any of the blurred widgets.
- Reveal Blurred Widgets: Confirmation.
- Click the Reveal blurred widgets button in the pop-up window to confirm you want to unlock the dashboard. Note: Your widget data may be inaccurate until you successfully merge your duplicate profiles. Verify this step was successful when the blur effect is instantly removed from all widgets on your dashboard.
Troubleshooting & FAQs
I just merged my duplicates, why is my dashboard still blurred? The Giving dashboard only updates every hour on the hour (e.g., 1:00, 2:00), and the system job can take an additional 1 to 20 minutes to finish. If you merge profiles at 12:02, the changes will not be fully reflected until around 1:20.
Why are the widgets blurred in the first place? Duplicate people records cause inaccurate giving insights (for example, a top giver's total might be split across two separate accounts). The system blurs the widgets to alert you that the data being displayed may not be correct.