Donations Table

The donations table provides a comprehensive view of all financial transactions in your system, including autopilot (recurring) donations, one-time gifts, and program-specific contributions. The interface combines visual analytics with detailed transaction data.

To navigate to the "Donations Table" click "Donations" under "CRM" on the main menu.

Donations Table

The donations page includes several features for managing and monitoring donations.

Donation Statistical Cards

The donation statistical cards show the donations received by every program in your organisation in the past thirty days.

Donations Graph

The donations graph shows the graphical representation of the donations received by the different sponsorship programs. The graph shows the data in two categories;

• Donations received daily

  
• Donations received over the years

  

Donations table tools

These are the functions you can execute on the donations table data.

1. Search donations

   Use the search donation input to search for donations in the recipients table.

2. Export

   The export button allows you to export or download the donations data shown in the table into a CSV file.

3. Search by

   Search donations data by the sponsorship program.

4. Columns

   Filter out columns you want to view in the donations table

5. Select Date Range

   Select a date range or the donations you want to view.

Donations table

The donations table shows you the details about a donation made by a donor. The important information shown includes;

• Sponsorship Program.

• Donor name.

• Designation or recipient.

• Method of payment.

• Amount donated.

• Date of donation.

From the donations table you can perform the following actions;

• View and edit donor details by clicking the donor name.

• View and edit the recipient's details by clicking the designation.

• View and edit the donation by clicking the donation amount.