Understanding the Contributions Table (and Using Filtered Data)

This guide will walk you through the Contributions Table, a powerful tool for analyzing individual donations, generating reports, and understanding your donors' giving patterns.

Skip to Section:
💻 Accessing the Contributions Table  |  🔑 Key Features
✏️ Additional Options  |  🔍 Filtering Your Data  |  🏃🏽‍♂️‍➡️ Taking Action

💻 Accessing the Contributions Table

Once you have logged into your Dashboard, navigate to the "Contributions" module in the left sidebar. (https://dashboard.overflow.co/)

 

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🔑 Key Features
 

👤 Donor Overview

1. Donor Name — Sort alphabetically or in reverse alphabetical order
2. Amount — Sort donations from highest to lowest
3. 👉🏽 Date — The date that the gift was initiated. (Note: The table is defaulted to sort by most recent gift.)
4. Asset Class — Identify donation types, such as Stocks, Crypto, Donor Advised Fund (DAF), Digital Cash (credit/debit cards, ACH, Apple Pay, or Google Pay), and Manual Cash (physical cash and checks)
5. Status — Track the current status of donations
   • 🟢 Confirmed Gifts
   • 🟡 Initiated, In Process, or Pending Gifts
   • 🔴 Canceled, Voided, Refunded, Abandoned, or Failed Gifts
6. Campus (or Fund, if any) — If your top-level designation type has been renamed by your organization, this column will reflect that customization.
    

💰 Donation Details

Clicking on any specific gift will open a Contribution Drawer, a detailed window that offers additional information about the contribution. Here you can see:

1. Donation Amount — Review the gross value of the donation
2. Payment Method — Displays the last 4 digits of the donor's payment method and shows an icon for the type of payment (credit/debit card, bank/brokerage account, Apple Pay, or Google Pay)
3. Campus (and Fund, if any) — We recommend using the search bar within the dropdown menu to quickly locate any active or expired designation.
4. Recurring Donation — Check if it’s a recurring donation and its frequency
5. Donor Details — See if the donor helped covered the fees, gave anonymously, included any notes, etc.
6. Integration Details — Useful for troubleshooting CRM connections!
    

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✏️ Additional Options

You can also access additional options by clicking on the ellipses (⋯) at the bottom of the Contribution Drawer:

1. Refund — If necessary, you can initiate a refund for cash gifts. (Partial refunds are not available.)
   • If the gift was processed within the last 24 hours, the gift will be voided if it hasn't already been settled.
   • If this is not possible, we will issue a refund, which may take 2–7 business days to reflect in the donor's bank statement.
   • To learn more about refunds: 🔗 Requesting a Refund for Your Donation.
2. Attribute to Pledge — If a donor has a pledge set up, you can designate this gift as a partial pledge fulfillment.
   • ✅ Note: Only donations made after a pledge is created are automatically attributed.
   • 👋🏽 If a donor gave before their pledge was set up, you’ll need to manually attribute those gifts to make sure they count toward the pledge.
3. Edit — Change the designated fund or deductibility status, as needed.
    

👀 Search Bar

In the "Contribution" module, you can utilize the search bar on the top of the page to quickly find gifts within the Contribution Table. (❌ This search function does not apply to the entire Dashboard.)

Search by:

• Donor Name
• Donor Email Address

💡 For the fastest and most accurate results, we recommend using the search bar located within each filter's dropdown menu instead.

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🔍 Filtering Your Data

📈 The Contributions Table features robust filtering options to help you analyze your giving effectively. For example:

1. Date — Select from predefined relative date ranges, or set a custom date range.
2. Status — Filter to show only 🟢 Confirmed Gifts, providing insights into your settled donations on your platform.
3. Asset Class — Narrow down by type of donation (e.g., Stock or Digital Cash)
4. Payment Method — Analyze gifts based on the actual payment method used (e.g., Apple Pay or Check)

👇🏽 All Filters:
(Each filter includes its own search bar in the dropdown menu! 👀)

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🏃🏽‍♂️‍➡️ Taking Action

Once you've filtered your donations:

• Review Individual Gifts — Click on any donation for detailed insights.
• Export — Choose to export all filtered data for further analysis.
• Save Report — Name your report for filters you commonly use and access it any time. (🔎 Saved Reports can be found in the "Reporting" module)