Giving - Donations
Use the Donations dashboard to view insights about your transactions, including how your employees are donating, the status of your transactions, and your match program redemption rates.
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.
Tip: For more information about the data on this dashboard, see the Giving data dictionary.
Giving Donations filters include:
Giving by Transaction Classification
You can view which donation types your employees use, such as by credit card or offline match.
Giving by Transaction Status
You can view the total monetary amount of transactions in each stage of the processing lifecycle. For example, your organization has $3,456 in the Processing status. 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
View whether your employees are redeeming their match cap. The graph displays utilization rates and employee counts. Hover over a bar to view the exact number of employees the bar represents.
You can filter this graph by Match Setting Name and Employee Match Type.
Employee Giving
You can view your giving data in table format by transaction medium or match setting and program.
By default, this table displays data by transaction medium. To switch the display, select Match Setting & Program.