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Gifts

  • Updated

 

The Gifts tab puts your high-level metrics and your individual transactions on display, all in one easy-to-navigate dashboard. 

 

General Updates

This section provides an overview of all your organization's New Donations, Other Revenue and New Contacts for a certain, adjustable time period. You can see a snapshot of these metrics for:

  • This Week
  • This Month
  • This Year
  • All Time

Gifts_General_Updates.png

 

 

Transactions Overview

Right below the General Updates section, you will find the Transaction Overview. Here you can see all of your organization's incoming transactions. 

 

Search Bar

Use the Search Bar to locate transactions from a particular contact. 

Gift_Search_Bar.png

 

Export

Want to take this data off KIT? Just click the Export button, choose your Export Fields, name your file and hit Save! 

Export_Data.png

 

Custom Export Template

Plan to Export this data regularly? Save it as a Custom Export Template!

Export_Column_Template.png

 

Filters

User Filters to sort your transactions for particular criteria.

Filters_BUtton.png

KIT_Filters.png

 

Columns

Adjust your Columns to change what information you see at a glance. 

Kit_Columns.png

 

Add, remove or change the order of the Columns to personalize your Gifts dashboard.

Edit_Column_Popup.png

Transaction Details 

If you want a more detailed look at a particular transaction, simply click on the transaction. More details will appear on a sidebar!

Transaction_Details.png

 

 

You can also click your CRM's Icon, so you can view all of your details at the original source.

CRM_Button.png

 

Click the E-mail Icon to contact the donor right from KIT! 

email_button.png

 

 

 

Now that you have mastered Gifts, it is time for Pledges!