Reporting on your Data - Lists and Dashboard Analysis
Reporting on the data within your Donorfy, visualising and creating meaningful dashboards with connected tools.
Lists
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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...
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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...
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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 ...
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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...
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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...
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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...
Donorfy Dashboards - Giving Stats
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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 ...
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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...
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Setting Up Dashboard Tiles
This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing Dashboards are a collection of data tiles that provide visual snapshots of the data within your Donorfy, such as Campaign performance, Transactions this month...
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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,...
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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...
Reporting Tools - visualisation tools
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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 ...
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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...
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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 ...
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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...
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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...
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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...