Users
If you have been authorized to add / remove business admin users, you will see this menu option.
Business Admins
Business Profile(s)
Business Profile(s) accesses the setup menu for the applicable program and/or profile. Selecting Overview will provide a summary of the existing profiles and a status indicator. Tip: The reference to “Microsite” in the image below refers to your Page(s).
Reports
GivingTrax includes a number of standard reports, accessible from the main menu. Standard reports include: An example is below (Report details are located in Reports further in this document) Navigate: Reports -> Overview
Pages
Managing & Updating Content To view existing pages, select Pages on the Main Menu (house icon on left), then either choose the desired page or select Overview to view all pages. In the Overview, you will notice two icons in each page box. The camera opens the page to view. The pencil is a …
Manage Requests
The Manage Requests menu item provides access to your queue, along with the ability to add items to be processed. To view the transaction queue, select “View Requests” Navigate: Manage Requests -> View Requests The request / transaction queue is in a table format (See Transaction Table for further details).
Home Dashboard
The GivingTrax home dashboard provides quick access buttons to access your queue, add a transaction (monetary donation, grant, sponsorship in-kind, etc.) for processing, add volunteer hours and access to the setup menu (Guided Tour & Setup) along with a snapshot of how much has been processed this year, in all years, along with a summary …
Setup Menu
The setup menu is accessed by selecting a Business Profile in the main navigation menu (house icon on left). The setup menu is a vertical menu that provides access to configurable items, to add & update various programs, campaigns, and projects, set the eligibility criteria, create forms, create message templates, create electronic certificate templates, …
Main Menu
The main menu is your primary navigation menu for day-to-day activities and includes: The following is an image of the Top and Main menu navigation bars:
Top Menu
The top menu bar provides access to system-wide content along with a links to manage your business profiles and administrative account. It includes:
Forgot Password
If you forget your GivingTrax password, select the “forgot password” link on the log-in screen below. It is located below the Log-in Button: The forgot password is a hotlink that, when clicked, will prompt the user to enter the email address of their account. You will receive a system-generated email …