Annual Giving Layer

The Annual Giving Layer displays viewports containing information relevant to your Annual Giving Campaign. Users can customize their Dashboard, choosing from a catalog of viewports, by clicking the edit button in the upper right corner of each viewport. The viewports have several features to note:

  • Viewport Toggle – This feature allows you to change the variable that is being graphed over the same period. A common example is selection of "dollars" or "donors".

  • Fiscal Year – This feature allows you to change the fiscal year that is being displayed in the viewport. You are able to select the current fiscal year or any of the previous 4 fiscal years.

  • Graph Dwell Reveal – This feature will provide you with the actual count within a section of a graph. This roll-over feature will disappear when you are no longer dwelling on the section.

  • Chart/Table Toggle - This feature allows you to toggle the viewport between a chart view and a table view, allowing you to see all the data behind a viewport.

  • Export Viewport - You can export the viewport as either a PDF for charts and tables, a high resolution image for charts, or an Excel file for the tables.

  • Drill Down Analytics – When you click on a column section, this feature will display the people who are related to that section. This table is column-sortable and exportable to Excel as a .csv file. In the top right of the results page, there are icons to add additional columns to your results, view your results using Cross Tab, or view the results on a map of the US in the Map View.

*Data displayed in each of the viewports is drawn from internal and external data sources.