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Improved Filtering of Donations by Date and Source

Filtering Sources

We just shipped some updates to our dashboard to help with reporting and to help you better understand donation amounts from all sources, not just Kiosks.

Improved Date Filter with Granularity

Our dashboard defaults to showing you data for the current date. While you've always been able to change the timeframe you were stuck with the defaults we gave you:

Clean Shot 2025 12 20 at 11.52.07@2x

We just added the ability to select the exact dates you're interested in as well as the granularity. The available options for granularity will change based on the timeframe, but the options are hourly, daily, weekly, monthly, and yearly.

Datepicker

Sources and graph updates

Previously, we grouped all donations in a "Donations from Kiosks" panel. With increased use in QR code donations, Donor Advised Fund gifts, and our newly released Embeddable Donate Button, that panel no longer made sense.

We've updated the panel to "Donations" and updated the graphs to show each source that was used. You'll now see separate lines for Kiosks, QR codes, Donate Buttons, and DAF gifts.

Donation graph sources

Improvements

  • Web Dashboard Upgrade help chat. Users can now see past conversations.
  • Donations Donate Button and QR code now support DAF gifts.

Fixes

  • Web Dashboard Graphs and CSV exports now properly reflect refunded donations

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