Lists

  • Lists Overview

    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...

    Graham Bell
  • Creating a new List

    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...

    Robin Fisk
  • List Tags - Categorising and Organising your Lists

    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 ...

    Graham Bell
  • Using Dynamic Date Filters with Lists

    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...

    Ben Brett
  • 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...

    Ben Brett
  • Creating a Report from a List

    You can create a report from a list or a search in Donorfy by clicking on the Prepare Report button - highlighted in the screenshot yellow below. If your list is displayed as a Grid (by pressing the button highlighted in green below) you can choos...

    Ben Brett
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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 ...

    Robin Fisk
  • 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,...

    Ben Brett
  • Setting Up Dashboard Tiles

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   The Dashboards within the Home area of your Donorfy are configurable, you can remove, add or collapse your Dashboard Tiles as you require, providing you with ...

    Ben Brett
  • Donor Pyramid & Star rating

    Donor Pyramid and constituent star ratings are effectively the same thing. At the top of a constituent profile, you will see a star rating for that constituent. The number of stars depends on their total contribution. This places them in a band in...

    Ben Brett

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 ...

    Robin Fisk
  • Donorfy Data Service (OData)

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   To use this feature your Donorfy sign-in needs access to the Donorfy Data Service - see this article for help managing user permissions.   The Donorfy D...

    Ben Brett
  • Using Excel with Donorfy

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   Excel will retrieve data via the Donorfy Data Service, to use the data service you will need to find your System API key - see this article for help with ...

    Ben Brett
  • Using Power BI with Donorfy

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   Power BI retrieves data via the Donorfy Data Service, to use the data service you will need to find your System API key - see this article for help with t...

    Robin Fisk
  • Using Tableau with Donorfy

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   Tableau will retrieve data via the Donorfy Data Service, to use the data service you will need to find your System API key - see this article for help wit...

    Ben Brett
  • Using Pebble Reports with Donorfy

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   Pebble Reports will retrieve data via the Donorfy Data Service, to use the data service you will need to find your System API key - see this article for h...

    Ben Brett