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Reports, Routines, & Notifications - April 2020

 
Video

Watch the Giving Unit Summary webinar!

System Setup
  • *New* Added a new Giving Unit Summary page, a Read Only Page that aggregates key data points about Donors including an option for honing in on online giving around a custom, specific point in time and comparison window.
  • *New* Added the a "Gifts (Donation Distributions)" Sub-Page to the new Giving Unit Summary page to assist with Donor analysis and communication.
  • *New* Added the following Views to the new Giving Unit Summary page to assist with Donor analysis and communication:
    • Gave This Year, Not Online
    • This YTD Vs Last YTD: Down
    • This YTD Vs Last YTD: Up or Same
Database Object 
  • *New* Added a new field on the Payment Types called "Is Online" to assist with tracking how donations are received (through online or not).
Processes, Roles, & Configuration Setting Changes
  • *New* Added three new Configuration Settings to set the Giving Comparison Date, Comparison Months and Statement Headers used by the new Giving Unit Summary page.
  • Enhanced the following Security Roles for access to the the new Giving Unit Summary page and related reports and tools:
    • Administrators
    • Stewardship Managers
    • Stewardship Oversight