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Reports & Analysis

Advanced reporting using Dashboards or the Data API. The Data API is a Professional Plan feature only.

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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,...

    Ben Brett
  • Setting Up Dashboard Tiles

    You can add tiles to the Donorfy Dashboard as follows In Settings | Configuration search for Dashboard Tiles, press the Add button and Enter a description for your tile - this will be shown on the top of the tile on the dashboard Choose your Type...

    Ben Brett
  • Donor Pyramid & Donor Giving Stars

    At the top of a constituent profile, you will see a number of stars. The number of stars that are displayed on the profile is calculated by the Donor Pyramid (see below) and shows where they are 'donation value-wise' within your organisation. 1 st...

    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
  • 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 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 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 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