- Where is the Donations Report?
- What is the Donations Report?
- How can I filter my data?
- How do I View Details for a Specific Donation?
- Where can I find more details about my donors?
- How do I Add or Edit an Offline Donation?
To begin you will need to sign in to your account.
Where is the Donations Report?
Step 1: From your Panorama Dashboard select the project that you want to see the data for.
Step 2: On the left-hand side select Donations
What is the Donations Report?
This report will show you all of the donations associated with a specific Event.
How can I filter my data?
Use the drop-down menus located at the top of the report to filter your results.
- You are able to filter by Participant, Team, and Status.
- You can even take it a step further and select a specific participant or team to view all donations associated with that participant or team.
How do I View Details for a Specific Donation?
To view details on a specific donation, from the report select the donation you want to view.
You will then be presented with the Donation Summary for that specific donation.
Where can I find more details about my donors?
To view, a more detailed breakdown of your Donations Report select the option to Export.
This will provide you with full donor information in addition to the source of the donation (team page, personal fundraising page, event direct, etc).
How do I Add or Edit an Offline Donation?
To add an offline donation select Add Offline Donation located on the upper right-hand side.
A donation form will appear. You can then fill in all of the information about your donor.
- You can credit the donation to a specific fundraiser or team page. Please note that you can only choose one.
- If you do not credit it to a fundraiser or team the donation will be applied directly to the event.
After entering all of the donor's information select Save.
To edit an offline donation first you will need to find the offline donation that needs to be edited.
Once you have located the donation select the donation to bring up the Donation Summary.
Then you will need to select the Edit button in the upper right-hand corner.
You will then be prompted to make your changes.
Once you have made all necessary changes, select Save.