Donor Count for Specific Date Range
It seems to be like there should be a quick simple way to query the number of donors, as opposed to donations, for a specific date range. I was told by chat support that I had to run a donor report for the date range and then export the data to Excel to determine that number. They said the report within CSuite would only show 100 donors.
George Ferrari
shared this idea
Dashboards: Dashboards will be available in the following areas: Funds, Profiles, Donations, and Donors. These will be available from the left hand menu in the respective objects. This will allow quick information about these areas in the system. Each dashboard will have date filters across the top to easily select different time frames of data. The year filters will return data based on the fiscal year set in site data. The start and end date will also reflect the Date Style selected in System Data.
This will be the first release of dashboards with plans to role out new dashboards in different objects over the next several months. We will also be adding additional filters to this default dashboards later in the year.
Permissions: There is a new permission for each dashboard. This has been enabled for anyone in the Admin Group. An Admin User for each site will need to set the permission for Dashboard access for their staff.