What's New | New Navigation in Analytics Studio

  • Updated

In our latest product update, we’ve moved a few things around on the Analytics Studio left-side navigation menu, bringing the features you most often use front and center. This change is part of a larger initiative to continue to make it incredibly easy for you to quickly finish tasks in Givelify. 

Check out this quick 3 minute video for an overview on upcoming changes: 

If you'd like to take a guided tour of these changes, sign in to the Analytics Studio and then click here to launch the tour.

We’ll be updating the following menu items:  

Donations

See all donation activity. Previous sub-navigation items, including Bank Deposits and Refunds, have been moved into the Bank deposits page. 

donation-activity.png

Bank deposits

Review bank deposits and refunds. The Refunds page is being simplified to make it easy to quickly reconcile refunds with your bank account and donor management systems; the Refunds tab will only appear if a prior refund has been issued. 

bank-deposits.png

refunds.png

Manage envelopes/campaigns

Quickly set up and manage envelopes (faith-based organizations) or campaigns (non-profit organizations). 

manage-envelopes-menu.png  

envelopes.png

 

manage-campaigns-menu.png

campaigns.png

Giving tools

Replaces Fundraising Tools, as Giving is a more commonly used term for many organizations. 

giving-tools-menu.png

giving-tools.png

Feel free to contact our Customer Support team at support@givelify.com if you have any further questions.

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