Lists provide a way to view the information about constituents and financials within your database. The Lists within Donorfy cover the following areas: Constituent List Activity List Campaign List Fundraising Page List Connection List Constituent...

Background Lists is a newly added option to retrieve data from your Donorfy. It uses all of the same functionality as Lists but it compiles it differently and runs it in the background of Donorfy which makes it a swifter option when working with l...

Lists give you a way to view the information in your database. When you create a List you need to ask yourself what you want a List of - such as: I need a list of people who are tagged with "volunteer" - that would be a Constituent List I need to...

You can create Tags for your lists so that they can be categorised and organised.   Creating List Tags These tags are set up as follows: Open Settings > Configuration > Tags & Tag Categories Click on the option Tags for organising Lists You will ...

When adding a filter to a list using a date field Donorfy allows you set up a filter that is dynamically applied based on the current date. For example, suppose you wanted to list all donations received today you could create a filter using the fi...

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...

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 ...

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...

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...

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,...

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.   ...

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 ...

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 ...

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...

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...

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...

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...