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Last Updated: 04/26/2022
in Guides Reports Item reports are available to track and manage fundraising activity related to the offered items. Watch a video Locate From the Admin Navigation, select Reports > Overview. Inventory Track the sold and paid status for all items. ...
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Last Updated: 04/26/2022
in Guides Reports Provides an overview of all credit card transactions, as a complete list of all credit card payments that are deposited into your bank account attached to the Merchant Account . Note: Credit card transactions are deposited automatically in a da...
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Last Updated: 04/26/2022
in Guides Peer to Peer (P2P) Champions with no fundraising activity can be removed from the campaign, which deletes the personal fundraising page and no longer considers the users as a champion. Visit Delete a Monetary Donation to learn more about deleting fundraising activi...
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Last Updated: 04/25/2022
in Guides Payments and Fees Note: Excludes Ticket Purchases Add a tax or surcharge either due to a state-mandated tax or to pass a fee on to supporters. GiveSmart defaults to 'Will Not Tax'. Set Tax Go to the Admin view. Visit the Payments Container from your Dashboa...
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Last Updated: 04/25/2022
in Guides Pages Adjust the order in which all Home page sections appear. Watch a video Reorder sections Reorder all of the Home page sections to the order you would like them to appear. Sections set to hidden will appear and be marked as hidden but can ...
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Last Updated: 04/24/2022
in Guides Org Hub Note: Available to Org admins only. Review supporters who completed registration across all campaigns. See contact information secured and username assigned as well. Watch a video Locate Go to Org Hub > Users. ...
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Last Updated: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. Review all scheduled donations. Sort by date, donor name, origin (campaign initial donation was made), donation amount, and frequency. Download as a CSV report. Locate Go to Org Hub > Transactions. C...
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Last Updated: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. Review all completed recurring donations. Sort by date, donor name, origin (campaign where initial donation is located), donation amount, and status. Download as a CSV report. Visit the Recurring Transaction...
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Last Updated: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. We don't recommend using Inventory when entering fundraising items for a specific campaign. Inventory is reserved for items received but not yet intended to use for a specific campaign. Track and manage fundr...
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Last Updated: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. Create a custom report based on purchases for one or more campaigns within your Org Hub. Watch a video Locate Go to Org Hub > Reports . Select Custom Report . Create a report Save, schedul...