Dashboard views of your account allow for easy review of your Fundraise Up account data, including filters to allow you to quickly see specific segments based on your selections.

Filtering by accounts

Accounts with subaccounts will see additional options to filter by account. The additional dropdown allows you to specify whether you want to see data for All Accounts, a specific account, or a set of accounts using the multiselect checkboxes.

Whenever any dropdown filter can contain more than two options, it allows multi-select. You can select multiple options in any list-style filter dropdown by hovering over any option and checking the checkboxes on the right side of each listed option.

Insights

The Insights dashboard displays a summary of your donation transactions, and you may also filter the data with the following controls.

Filters

Date Range

By default, the insights view will display transactions for a one month period. You can modify this date range by selecting specific dates on the calendar or by relative dates like yesterday, this week, and this year.

Campaign Selection

This will allow you to see all campaigns in your account, or you may select or search for campaigns by its name, code, or ID. Archived campaigns will show up in a grey font with a little archive box icon next to their name.

Designation Selection

The default view is to display all designations. However, you may select or search for the individual designations by its name, code, or ID.

Source Selection

Similarly, our default view is to display records from all sources. However, you may select to show just analytics of donations and recurring plans from particular sources using this dropdown.

Donations

The Donations dashboard displays each Donation's date, account, donation amount, supporter, and campaign names.

Filters

Campaign Selection

By default, you will see all donations for every campaign. Selecting the option will bring down a drop-down menu where you may search by campaign name, code, or by ID. Archived campaigns will show up in a grey font with a little archive box icon next to their name.

Date Range Selection

By default, the setting will be set for a range that includes all possible dates. You can modify this date range on the calendar or by selecting the relative dates like yesterday, this week, and this year.

Statuses Selection

You may review the different types of transaction Status like "Success" or "Failed" by clicking on the All Statuses option.

More Filters

Clicking the More Filters button will display additional options that can help you narrow down your criteria even further.

The additional filters include the following.

• All supporters names search fields
• Type of transactions which are One Time or Monthly
• Designations listed by name or searchable by name, code, or ID
• Payment type (Credit Card, Apple Pay, Google Pay, PayPal, ACH, Plaid, and Click To Play)
• P2P Fundraiser
• Tribute checkbox
• Comment checkbox
• Employer checkbox

Campaigns

The Campaigns dashboard displays each Campaign's ID, account, name, amount raised, and donation.

Filters

Campaign Search

You may search for your campaign ID or name.

Archived Campaigns

On the right hand side of the header, you'll see an Archived Campaigns button that'll allow you to see all archived campaigns, instead of all active ones.

Elements

The Elements dashboard displays each Element's ID, account, name, type, campaign, statistics, and date of last use.

Filters

Element Search

You may search for your Element ID or name.

Campaign Selection

By default, you will see Elements for all Campaigns. Selecting the option will bring down a drop-down menu where you may search by campaign name, code, or by ID. Archived campaigns will show up in a grey font with a little archive box icon next to their name.

Type Selection

By default, you will see Elements of all Types. Selecting the option will bring down a drop-down menu where you may filter to one type of Elements, such as Donate Button or Reminder.

Archived Elements

On the right hand side of the header, you'll see an Archived Elements button that'll allow you to see all archived Elements, instead of all active ones.

P2P

The P2P dashboard displays each P2P Fundraiser's account, name, campaign, supporter, goal, amount raised, start and end date, and statistics.

Filters

Campaign selection

By default, you will see P2P Fundraisers for all Campaigns. Selecting the option will bring down a drop-down menu where you may search by campaign name, code, or by ID. Archived campaigns will show up in a grey font with a little archive box icon next to their name.

Status selection

By default, you will see active and inactive P2P Fundraisers. Selecting the option will bring down a drop-down menu where you may filter to see just active or inactive P2P Fundraisers.

Element selection

By default, you will see P2P Fundraisers started through any Element or from the dashboard directly. Selecting the option will bring down a drop-down menu where you may filter to see just those P2P Fundraisers started through a particular Element.

Recurring

The Recurring Plans dashboard displays each Recurring Plan's supporter's name, the amount given, installments made, the total raised, when the recurring donation began, and the next donation occurrence.

Filters

Campaign Selection

By default, you will see all recurring donations for every campaign.  Selecting the option will bring down a drop-down menu where you may search by campaign name, code, or by ID. Archived campaigns will show up in a grey font with a little archive box icon next to their name.

Date Range Selection

By default, this is set for a range that includes all possible dates. You can modify this date range on the calendar or by selecting the relative dates like yesterday, this week, and this year.

Statuses Selection

You may filter the different recurring plans to show their Status, currently with the options of All Statuses, Active, Cancelled, or Failed.

More Filters

Clicking the More Filters button will display additional options that can help you narrow down your criteria even further. The additional filters include the following.

• Supporter name search field
• Designations listed by name or searchable by name, code, or ID
• Payment type (Credit Card, Apple Pay, Google Pay, PayPal, ACH, Plaid, and Click To Play)
• P2P Fundraiser
• Tribute checkbox
• Comment checkbox
• Employer checkbox

Supporters

The Supporters dashboard displays each Supporter's account, donor name,  email address, lifetime donated value, first donation, and last donation.

Filters

Supporters Search

You may search for a supporters by their name or email address.

Date Range Selection

By default, this is set for a range that includes all possible first donation dates. You can modify this date range on the calendar or by selecting the relative dates like yesterday, this week, and this year.