Giving Dashboard Summary

The Giving Dashboard and Transactions page offer detailed insights about your donations, and easy access to the data you need.

If you want to know which channel is the most popular for your donors, go to the Dashboard > Giving page for a breakdown of donations via source, or filter for this information on the Transactions page. If you need to report on a specific month's donation totals, easily access this information on the Transactions page using a date filter. If you need to break down transactions by donor name or see recurring donations, the Dashboard > Giving page and the Transactions page provide all the data points you need to accurately report financial information through your FACTS giving tools. 

Giving Dashboard 

Go to the Dashboard > Giving page in your portal. This dashboard shows a breakdown of gifts through Web, App, Text, and Form:

• Hover over the i next to Web to view your public web giving link, which can be shared anywhere on the web.
• Hover over the i next to Text to view your organization's dedicated text number.

There is also a breakdown of donations made via Credit/Debit and ACH, as well as a Fund breakdown.

A pie chart breaks down donations by giving channel, and a one-time and recurring gift chart shows a month-by-month visual representation of one-time and recurring gifts. 

If you have any questions or need help, send us a note at communitysupport@factsmgt.com!