The Recent Gifts List Dashboard is a quick view of gifts that have been received based on user defined criteria.

To set up this dashboard:



    • Either add the dashboard to your homepage or add it as a panel in the dashboard module

    • When adding the recent gifts list panel, select edit to setup the Recent Gift List Dashboard

    • Criteria available to setup the dashboard are as follows:


      Date Range: Date range of the gifts to include

      Do not include gift amounts less than: Minimum range of gifts to include

      Show Soft Credits: Allows the dashboard to report on soft credits

      Gift Types: The gifts types to include

      Campaigns: Campaigns to include

      Funds: Funds to include

      Appeal: Appeals to include

      Columns: List of columns to show in the dashboard



    Once the criteria has been setup, click the OK button to view dashboard results.