Before you begin

• If the View Individual Contributions permission is enabled for a user, he or she will have full access to the dashboard.
• If only the View Giving Summary on Dashboard permission is enabled, the user will have access to the dashboard but the funds list will be read-only. He or she will not be able to click a fund to see individual contributors.
• Other users will not see the giving dashboard option in the Admin menu.

See Responsibilities for more information.

In the top-left corner, click your site name then Realm. Then click Reporting > Dashboards. Click the Giving tab.

By default, the Giving Dashboard's information is based on the contributions received year-to-date, all funds, and all payment types. However, you can use the filter option to select a custom date range, one or more specific funds, dedicated gifts in memory or in honor, or certain payment types. You can click any item in one of the graphs to view the details, and you can also print Fund Summary, Fund Detail, and Envelope Extract reports.