Most reports are clickable. On pie charts, to view the underlying data, click on a slice of the pie. On bar charts, goal meters, budget bars, click on the bar. Once you are in the drill-down view, the data feeding the pie slice will be displayed on the right-half of the view and the visual …
There are several sets of filtering tools in reports that will alter the data displayed. They are: Viewing Dropdown The viewing dropdown in the upper right-hand side of the view, just below the main menu allows you to select which program to display in reports. You may choose: Filter Selections / Custom Filter Second level …
There are a number of standard reports accessible in the Reports menu. The following example demonstrates an overview of the capabilities. Click on “Reports”, then choose “Overview” in the main dashboard menu bar. Navigate: Reports -> Overview
After entering the multi-year data, the Multi-year tab will display. Click the tab to access a summary of the additional future year transactions. In the lower content box, the associated records are listed with an option to view or edit. To edit, click on the “pencil” icon. To view, click on the magnifying glass.
Sliding the multi-year toggle to “Yes” will open the view below. It includes fields for: Enter the desired year, amount and date for each year of the multi-year commitment. Click SAVE when done. This will create the related transaction, each with separate tracking number.
Multi-year capabilities allow you to spread the approved amount across multiple years and track those future commitments. At this time, upgrading to a multi-year is available to business admin’s only. To upgrade a request transaction to multi-year, open to View Request and Select Business Admin. Scroll down to the Multi-year section and slide the …
Returning to Creator & Deleting Requests If there is an error or omission, you may make the correction yourself by editing or send the request back to the creator. Additionally, requests may be deleted by following the steps below. Changing Status to Draft – Sending back to Creator To send the request back to …
Depending the nature of the request, the post-approval processing may vary. This generally consists of fulfillment of the transaction and may include: Post-approval steps may be inserted into the workflow to track the applicable items. Please see Creating and Modifying Programs for step-by-step instructions on how to add post-approval tracking.
To Defer a request for consideration later, click Defer button. Enter defer comments, and then click Submit. TIP: Notifications are sent when a donation is deferred. If you wish to bypass notifications, open to edit the request, then use the dropdown selector in the Quick Edit box to change the status.
To decline a request, click the Decline button: If you have entered a default decline message, it will display for your review. To make changes to the default message, enter the desired updates in the text box. If you have not created a default message enter the decline message in the text box. Click “Submit” …
