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Income Overview

The giving income overview report provides an overview of income/funds recieved from single, regular or scheduled donations over a period of time. To land onto Income Overview, click Analytics in the top menu bar and then Reports. Under Giving, select Income Overview.

Land onto the income overview report

The overview report has 3 tabs listed at the bottom. Each tab shows different information that can be viewed by selecting any one of them.

  1. Income Overview
  2. Income by Donation
  3. Income by Funds

Let's explain each of them in detail.

Income Overview​

The income overview section displays an Executive Summary of how much income has been generated over a certain period of time.

tip
  • All visuals compare data with previous and current time periods that can be recognized by Previous vs Current heading.
  • Each visual when hovered over shows a summary of its values and three options including filters, focus mode and more options. More options further contains actions such as:
    • Export data
    • Get insights
    • Sorting values in ascending or descending order
    • Pinning particular visual to the dashboard

Multiple visuals are populated showing different information with some as defined below.

  1. Total Income From Target shows total income raised, number of donations made, average one-off donations amount value, average regular donations (lifetime) amount and total gift aid donation.
  2. Top Locations where the donations were raised like "Where Most Needed".
  3. Top Themes for which the donations were raised like "Education".
  4. Top Campaigns which initiated donations.
  5. Amount of donations raised among one-off and regular donations in the form of a pie chart.
  6. Bar chart showing Top Stipulations that raised donations.

Income overview tab

Income by Donation Items​

This section shows a Donations Breakdown report on each existing donation item in the form of a table including:

  1. Name of each donation item.
  2. Donated amount over the previous and current time period.
  3. Number of donations made over the previous and current time period.
  4. Number of accounts that made a particular donation for a donation item over the previous and current time period.
  5. Total amount of donations made, donated amount and accounts that donated.

Income by Donation Items tab

Income by Funds​

This section shows a Donations Breakdown report of funds based on location and its related donation items in the form of a table including:

  1. Donated amount for each donation item and its related location.
  2. Number of donations made over the previous and current time period.
  3. Total amount of donations made and the donated amount.

Income by funds tab

Adding Filters, Bookmarks and Reporting Periods​

You can create bookmarks, apply different filters and add multiple reporting periods on the income overview report and its pages. For more information, see Adding Bookmarks, Using Filters and Manage Reporting Periods.