Charity Wiki

Data Management serves as a central hub for managing and analyzing donation data, providing comprehensive reports that help you understand and optimize your fundraising efforts. You can effortlessly track donations, evaluate campaign performance, and gain valuable insights into donor behavior.

TABLE OF CONTENTS

• Overview
• Reports
• Fundraisers
• Conclusion

Overview

This is a visual interface that allows you to view all the donations received by your cause within a given date range. It is designed to help you track and analyze donations efficiently, providing insights into campaign performance, identifying transactions, and reward distribution.

Reports

This is divided into two main sections: Cause and Events. Each section offers specific filters and data points to help you manage and analyze your campaigns and events effectively. The Cause section allows you to filter general data across various aspects of your campaigns while the Events section allows you to specify and filter data for particular events. 

Use the available filters in the Cause or Events sections to narrow down the data according to your needs. After applying filters, generate detailed reports that can be downloaded. Customize your reports by selecting specific data points and metrics that are most relevant to your analysis.

Below are the key categories:

Fundraisers

The section provides detailed information on who fundraised for your cause during a specific event. This section is divided into three categories: Individual Campaigns, Team Campaigns, and Auction Houses. Each category generates a list of fundraisers and offers date filters to refine your data. The maximum range is one (1) year.

Select the appropriate category (Individual Campaigns, Team Campaigns, or Auction Houses) and use the date filters to refine the list of fundraisers. You can click or type in a fundraiser's name or campaign name to view detailed information about their campaign, including its type, status, total amount raised, publish date, and retirement date. 

Conclusion

Whether managing single or multiple campaigns, Data Management equips you with the knowledge and reports to maximize your fundraising impact and achieve your goals through customizable date ranges, interactive visualizations, and detailed donor insights.