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
  • Introducing Background Lists

    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...

    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
See all 18 articles

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
  • 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...

    Graham Bell
  • 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...

    Ben Brett
  • 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
  • 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 - see Pricing — Donorfy - Fundraising CRM for a feature comparison.   Pebble Reports will retrieve data via the Donorfy Data Service, to use the data service you will need to find your System API key -...

    Ben Brett