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

  • 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