Total Panel View

Overview

The Total Panel view is a fast, easy-to-use reporting tool that provides a high-level summary of donor activity and totals. It allows you to quickly understand donation amounts, payment status, and future commitments, with powerful filtering options to focus on exactly what you need.

For each donor, the Total Panel view can display:

• Payments – The number of payments that have already been processed

• Open Pledges – Outstanding pledged amounts that have not yet been paid

• Scheduled – Future payments and pledges that are scheduled to run

• Total Donated Amount – The Total amount is calculated as the sum of:

  Completed payments + Open pledges + Scheduled payments and pledges

Example: If a donor has open pledges of $235, this amount will appear under Open Pledges.

Features

Let's explore the different parts of the panel:

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Panel Controls and Filters

1. Filter

Your filter options are by reason, campaign, location or/and collector. The totals will show the results for the filtered items only.

The filter button will show how many filters are applied.

To remove all filters, click the Filter button and select Clear All Filters.

When you open a donor card after applying a filter, the donor card totals are automatically pre-filtered to match the selected filter. The totals shown on the donor card are intended to match the totals shown in the Total Panel.

2. Sum By & Total "Summed by" Cards

The Sum By option controls how the Total "Summed by" Cards are displayed.

When you select a value in Sum By, the Total "Summed by" Cards automatically update to show totals grouped by that selection. You can choose to view the sums by campaign, reason, location, collector, device or donor.

For example: When Campaign is selected, a summary card appears for each campaign, in addition to a total summary card that reflects totals across all campaigns.

3. Sort

This feature allows you to sort the donor list either alphabetically or by donation amount.

4. Date

This feature lets you define the time period for which the totals will be calculated.

You can select between the English or Hebrew calendar, choose from preset time frames, or set custom dates.

Click Apply to save your selection.

5. Show Only Active Donations

Use the toggle to switch between viewing only donors with active donations or viewing all donors. When the toggle is off, the list includes both donors with and without donation history, with donors who have donations shown first. You may need to navigate to the next page to see donors without any donations.

This option is especially useful when filtering by campaign, as it allows you to identify donors who did not donate to the selected campaign—helpful for outreach and follow-ups.

6. Hide Total Panel

Click this button to hide the Total Panel.

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Total Summary Cards

7. ALL Summary Card

This card displays the total of all donations based on the selected timeframe and applied filters.

8. Total "Summed By" Card(s)

Displays totals grouped according to your Sum By selection (e.g., per campaign, reason, or collector).

When you click a card, the records are filtered to display only payments linked to that specific selection.

Example: When totals are grouped by Campaign, clicking a specific campaign card filters the donors list to show only donors who contributed to that campaign. The donations shown in the list are the same ones included in the total displayed on the card.