Viewing the CiviContribute dashboard¶
The CiviContribute main page or dashboard summarises the contributions made, including lists of contributions received in the current month to date, year to date, and cumulatively since inception (i.e. all contribution records in your CiviCRM installation). This allows you to easily browse contributions that have been recorded automatically or added manually. The dashboard also provides buttons to manage and add contribution pages.
Different layouts are available for viewing summaries. The following screenshot shows the most recent contribution to a campaign using the Table Layout tab:
You can also view bar or pie charts to compare contribution totals across months of a given year and across years by clicking on the Chart Layout tab.
Finally, you can add any number of contribution report instances to your personal CiviCRM Dashboard. These might include a bar chart summary of year-to-date contributions by Financial Type or month, a list of the top 10 donors, etc. Refer to the Reports section for details on adding reports ("dashlets") to your personal dashboard
To View the Find Contributions screen, go to Contributions > Find Contributions
You can search based on a number of criteria, such as date range, amount, contribution status etc. Contributions must match all specified criteria in order to be returned, so the more criteria you enter, the narrower the search will be. For example, searching for the Financial Type "donation" and the date range "January 1st to May 31st" will return contributions that meet both criteria. Relative date ranges such as "Last Month" or "Last Year" are often quite useful.
The search criteria shown above are also available from Advanced Search, which means you can get results as a list of contacts OR contributions. Advanced Search allows you to save a query as a smart group - and you can also filter your results with additional contact criteria including donor addresses and demographics ("Show me all contacts who have contributed more than $100 last year AND who live in California").
The results screen from a search displays the the total amount for the results returned for that search, the number of contributions, and the average amount per contribution in addition to the subset of records resulting from the search:
You can select an action to perform from the - actions - menu once you select all or a subset of records. The "actions" menu allows you to: - Batch Update Contributions Via Profile: this is useful if you
want to update a large number of contributions' thank-you date at
once, for example. You need to create the profile you want to
use_before_ you perform the search and batch update (see the the
chapter Profiles in the Configuration section for more information
about creating profiles).
- Delete Contributions: this removes contributions entirely from the system, as if they had never been entered in the first place. Editing contributions and updating their status to canceled provides a better audit trail, but there may be situations where you do want to delete, such as a contribution entered on the wrong contact's record.
Export Contributions: because this search is contribution-centric, it does not recognise if contributions come from the same contact. Therefore, if one contact has multiple contributions that fit the search criteria, that contact will appear as multiple rows when you export your spreadsheet. If you want to do searches that return one result per contact, use the contact advanced search.
Print or Email Contribution Receipts: this allows you to create a PDF file of all the receipts in the search, or email the receipts to the associated donors. See "Sending thank you letters" below for more information.
Send Email to Contacts: send an email to all or selected contacts found in the search.
Send Thank-you Letters for Contributions: create a custom PDF letter for each of the contributions selected, with the option to update the receipt or thank you date for each.
Update Pending Contribution Status: update the contribution status of all or selected contacts who have contributed online. This action only works with online contributions, and the same contribution status will be applied to all the contributions selected for updating.