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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 of employee paid and unpaid volunteerism hours, if volunteerism programs are in use.

Immediately below the main menu on the right-hand side of the dashboard is a filter dropdown.  The filter allows you to quickly toggle to view all data or to filter to a specific profile or program.  The filter will appear in views that offer this capability.

The lower area in the home dashboard incudes content blocks that updates based on activity in the system.

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