What is New | Donation Summary in Analytics Studio

  • Updated

 

In our latest product update, we’ve added a Donation Summary tab in the Analytics Studio. This feature allows you to see donations grouped by envelope & by date, in the exact order they are displayed to donors in the Givelify Giving App. This will help you gain insights into where recent donations are going just from one look. Let's get started:

 

1. Visit analytics.givelify.com and sign in to your organization's account.

2. Select Donations in the left navigation menu.

3. Your default view is now the new Donation Summary tab.

 

HOW TO GROUP BY ENVELOPE

*You will notice that by default, your donations will filter by This Month and By Envelope

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To change the date range and compare results quickly while viewing by Envelope, use the following Filters:

  • This Month
  • Last Month
  • This Week 
  • Last Week 
  • More dates

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The donation dollar amounts in purple are clickable. By clicking on the amount of the donations next to the envelope name, you will be taken to the donations activity page. The page will default to the previously selected filters for the envelope name and date range on the Donation Summary tab.

 

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HOW TO GROUP BY DATE

*By default, your donations will filter by This Month and By Envelope

 

The filter-by-date feature allows you to see donations grouped by Dates, starting from the current date. Grouping by date will enable you to see what amount of donations you are getting down to a daily level.

 

*You will notice the donation dollar amounts in purple remain clickable even when filtered by date.

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Additionally, the filters placed above the sum of donations (This Month, Last Month, This Week, etc.) allow you to quickly change the date range and compare results.

 

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By clicking on the total donation amount next to the date, you will be taken to the donations activity page filtered by that day, including all envelopes.

 

 

If you need further support please feel free to send our Customer Support team a message at support@givelify.com

 

 

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