Users may wish to create a Dashboard that lists all outstanding gifts. The Overdue Gifts List analyzes these gifts by constituent codes, campaigns, funds, and appeals by selecting them as filters. With these filters, you can view soft credit information, gift dates, constituent names, and past due amounts.
1. Select Dashboard. 2. Click New. 3. From Available Panels, select Gifts>Overdue Gifts list. 4. Click Ok. 5. Select Panel Properties (hand-shaped icon)>Properties. 6. Select all desired parameters. 7. Click OK.
Note: Matching Gifts display in the Overdue Gifts List with the organization name first, followed by the individual name in parentheses.