Giving Analysis Filters

When you analyze giving toward your organization's fundraising efforts under Overview in Analysis, Fundraising dashboards, the metrics under Giving — except Year over year performance — include all giving received over the past seven calendar days. To include only gifts that meet specific criteria, such as fundraising effort or date range, use the filters.

To analyze only gifts toward specific campaigns, choose them in the Campaign description filter and select Apply.

Tip: To find a specific campaign, search the Campaign description filter for its description.

Funds represent the constituent's intent for how you should use or earmark a gift, such as toward a specific cause or financial purpose. To analyze only gifts toward specific funds, choose them in the Fund description filter and select Apply.

Tip: To find a specific fund, search the Fund description filter for its description.

Appeals are the solicitations used to bring in gifts, such as direct mailings, online donation pages, phonathons, auctions, or events. To analyze only gifts acquired through specific appeals, choose them in the Appeal description filter and select Apply.

Tip: To find a specific appeal, search the Appeal description filter for its description.

To analyze giving during a specific time frame, choose the date range of the gifts to include in the Gift date filter.

Tip: To analyze giving year-to-date, enter the date range of the current fiscal year, or select the quarters to include.

With the Revenue type filter, choose whether to analyze either revenue received through cash-in-hand giving or committed through both cash-in-hand and pledged giving and select Apply filters. For more information, see Revenue and Recognition.

These filters are cumulative, so imagine an "and" between each. For example, if you specify both appeal descriptions and gift date range, you can analyze and compare gifts acquired through specific appeals during the same time period.

Note: Each filter includes up to 500 options. If you select Select all, you include all options, not just the first 500. You can also search for and select an option not in the first 500.

Tip: To reuse frequent filter selections, save their view to easily apply them in the future. For more information, see Saved Views of Dashboards.