Lists

  • Lists Overview

    The Lists feature is a powerful query and reporting tool which provides a way to view the information about Constituents and financials within your database. Lists are more than just a reporting tool, they can be used to provide the basis for prom...

  • List Types

    The Lists within Donorfy cover the following areas: Constituent data Financial data Timeline data Other Members List Soft Credit List       Membership List      Custom List Views - these are only available for Professional Own Azure acc...

  • List Tags - Categorising and Organising your Lists

    Lists can be categorised and organised easily by using List Tags which makes locating your List(s) within lots of other Lists a doddle. Some ideas for List Tags are: Staff names - so Lists created by a specific user can be retrieved  Trustee - Li...

  • Downloading a List

    All Lists in Donorfy can be quickly and easily downloaded so that you can either create a mailing, use in a report, undertake further analysis, etc... You can choose which columns are included in your download by: Choosing the columns you using t...

  • Creating a Report from a List

    A list can be downloaded as a PDF report, so that you can quickly and easily provide colleagues with up-to-date details at a meeting, email the CEO or your manager current financial information without manipulating a downloaded List within Excel, ...

  • Visualising your data - charts, etc within your Lists

    Using lists on Donorfy, you can view and analyse your data in two different ways: Data tab - view your data as a list, as described here in Lists Overview Visualisation tab - create a visual representation of your data   Getting started Within y...

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Donorfy Dashboards - Giving Stats

  • New giving stats and Lists update released - May 2021

    Constituent giving stats have been given a major overhaul in a Donorfy update - 3rd May 2021. It now provides a lot more information about the gift income you receive from your constituents. Due to the extent of the changes, it will also affect a ...

  • Visibility of Dashboard Tiles

    Who can see the Dashboard Tiles? Visibility of Dashboard Tiles is set per Donorfy User from within their User Profile Permission Settings - Donorfy Users with Administrative account permission can set the view of the Dashboards for each User in th...

  • Dashboard Tiles Overview

    Dashboards are a collection of data tiles that provide visual snapshots of the data within your Donorfy, such as Campaign performance, Transactions this month, last month, Gift Aid, your Donor pyramid, etc.  Dashboards use the Accounting Date from...

  • Types of Dashboard Tile

    These are the types of dashboard tile you can add Funds Funds - Fund Income   Shows total number of transactions, total given, largest and average gift for a selected fund Funds - Fund Income Last 12 Months Shows total number of transactions,...

  • Donor Pyramid and Giving Stats

    The Donor Pyramid On the Donorfy Dashboard, you can see the Donor Pyramid tile. This shows the number of constituents in various bands depending on their contribution over the period set in your Donor Pyramid - both of which can be configured.   ...

Reporting Tools - visualisation tools

  • Changes to columns in the OData feed - Spring 2021

    The column names of some of the OData objects changed as a result of the enhanced Opportunities and Giving Stats functionality which was rolled out in Q2 2021. This article provides information about what was changed. Campaigns Old column name ...

  • Donorfy Data Service (OData)

    The Donorfy Data Service provide secure access to your data Donorfy uses a technology called OData allowing you to use a reporting or analysis tool - such as Excel or Tableau - with the data you have in Donorfy.    Requirements The data API Odata ...

  • Using Excel with Donorfy

    You can use Excel to analyse or create visualisations based on your data by connecting Excel to the Donorfy Data Service. The Donorfy data service uses OData to provide data to Excel - depending on the version of Excel you have you may need to dow...

  • Using Power BI with Donorfy

    Microsoft Power BI allows you to create visualisations based on your data. It is free but with a subscription for certain features. To use Power BI with Donorfy you need to download and install the Power BI Desktop edition. This is a Windows appli...

  • Using Tableau with Donorfy

    Tableau allows you to create visualisations based on your data. You can download a trial version of Tableau to evaluate it before you decide whether to buy it - or you can use the public version which is free.   Requirements The data API Odata lin...

  • Using Pebble Reports with Donorfy

    Pebble Reports allows you to quickly and easily build reports using your Donorfy data.   Requirements The data API Odata link is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.   Pebble R...