Using Fundraise Up dashboard filters

Your Fundraise Up dashboard displays your campaigns, elements, and donation transaction data in a preset view, and we'll explain ways in which you can find specific data by using filters for the following.

 


Insights

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

 

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

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

 

 


Donations

The donation dashboard displays the donation date, account, donation amount, supporter, and campaign names. 

 

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.  

 

Dates Selection

By default, the setting will be set for all 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

Selecting the More Filters 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
  • Selecting a designation by name or search a designation by its name,  code, or ID
  • Payment type (Credit Card, Apple Pay, Google Pay, PayPal, ACH, Plaid, and Click To Play)
  • Tribute checkbox
  • Comment checkbox
  • Employer checkbox

 


Campaigns

The campaigns dashboard displays the campaign ID, account, Campaign name, amount raised, and donation.

 

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. 

 


Recurring

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

 

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.  

 

Begin Recurring Donation Date Selection

By default, this is set for today's date. 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 donations to show All Statuses, Active, Cancelled, or Failed.

 

More Filters

Selecting the More Filters 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
  • Selecting a designation by name or search a designation by its name,  code, or ID
  • Payment type (Credit Card, Apple Pay, Google Pay, PayPal, ACH, Plaid, and Click To Play)
  • Tribute checkbox
  • Comment checkbox
  • Employer checkbox


Supporters

The Supporters dashboard displays the account name, donor name,  email address, lifetime donated value, first donation, and last donation. 

 

Supporters Search 

You may search for a supporter's name or by their email address.

 

Date Selection

By default, this is set for All 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.

 

 

Filtering by accounts

Accounts with sub-accounts will see additional options to filter by account. The additional dropdown allows you to specify whether you want to see data for All Accounts or a specific sub-account.