Reporting
Using Lists to export the data that you need to create the reports you need, and create meaningful dashboards with connected tools.
Lists
Lists are Donorfy's way of producing a query, enabling you to find answers to your questions about transactions, create mailing lists, find out how fundraising pages are performing, or which organisations fulfil the criteria for an opportunity ask, create campaign segments and more....
Lists Overview
List Types
List Tags - Categorising and Organising your Lists
Downloading a List
Creating a Report from a List
Visualising your data - charts, etc within your Lists
Archiving All Constituents on a List
Constituent Giving Stats available within Lists
Lists - FAQs
Error message - Error retrieving data:SyntaxErrod: Enexpected token < in JSON at position 0
Donorfy Dashboards - Giving Stats
Visualising your data, at a glance in Donorfy, using Donorfy Dashboards
Dashboards Overview
Giving Stats
Donor Pyramid and Giving Stats
Reporting Tools - visualisation tools
Advanced reporting using the Data API to create interactive, informative dashboards and reports that provide actionable insights for your organisatiuon. The Data API is a Professional Plan feature only.
Changes to columns in the OData feed - Spring 2021
Donorfy Data Service (OData)
Using Excel with Donorfy
Using Power BI with Donorfy
Using Tableau with Donorfy
Using Pebble Reports with Donorfy