Setting the Date Your Year Starts

Follow

Your Home Dashboard highlights the current statistics within your Donorfy.

mceclip0.png

The dashboard tile 'Income this year' shows the total amount given this year on constituent profiles defaults to the calendar year - i.e. January to December.

mceclip1.png

However, if you would prefer the totals within the 'Income the year' tile to be based on your own financial year you can change this as follows:

From within Settings > Account > Donorfy Settings click into the 'Reporting Year starts on' box and select your financial year start date from the calendar, then press the Update button.

mceclip0.png

Your 'Income this year' tile will now refresh to start from the newly updated date.

 

Comments

0 comments
Please sign in to leave a comment.
Powered by Zendesk