Giving - Donations

Use the Donations dashboard to view insights about your transactions, including how your employees are donating, the status of your transactions, and whether your match programs are being used.

This dashboard includes donations from both employees and company rewards, such as incentives and matching gifts. Use the Donation Type filter to view only employee donations or company donations.

  • Date

  • Transaction Medium

  • Donation Type Category

  • Transaction Status Category

  • Employee Active status

Giving by Transaction Classification

You can view how employees donated, such as through credit card, payroll deduction, credit card match, etc.

Employee Giving by Transaction Status

You can view the total monetary amount of all transactions in each stage of the processing lifecycle. This includes transactions in the Completed, Processed, Processing, and On Hold statuses. Inactive donations are not included.

Tip: For a list of all donation statuses, see All Giving Report (AGR) Donation Statuses in the CSRconnect Help.

Employee Matching Grants Utilization - YTD

You can view how much of their match cap your employees have used. The graph displays the average utilization rate and the total match amounts.

You can filter content in the graph based on Match Setting Name and Employee Match Type.

Employee Giving

View employee giving data by Transaction Medium or by Match Setting & Program.

  • The tile defaults to the by Transaction Medium display, which displays the following:

    • Donation Location Type

    • Employee Donation Amount

    • Match Donation Amount

    • Total Donation Amount

    • Donor Count

    • Engagement Rate

    • Donated Charities

  • Select the by Match Setting & Program link at the top of the card to switch the display, which displays the following:

    • Match Setting Name

    • Employee Donation Amount

    • Match Donation Amount

    • Total Donation Amount

    • Donor Count

    • Engagement Rate

    • Donated Charities