# 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*.

<figure><img src="/files/MA5MpE8KDHZoirZR03mp" alt=""><figcaption></figcaption></figure>

## **Features**

**Let's explore the different parts of the panel:**

***

### <mark style="color:$primary;">**Panel Controls and Filters**</mark>

<figure><img src="/files/9f10Fbc9kke04XtlEt2q" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/fPQnzhSoYa9Bjznkul1g" alt=""><figcaption></figcaption></figure>

#### **1. Filter**

Your filter options are by reason[^1], campaign[^2], [location ](#user-content-fn-3)[^3]or/and collector[^4]. The totals will show the results for the filtered items only.

The filter button will show how many filters are applied.

<div align="left"><figure><img src="/files/YHMbqMtBq1KhuznVUqbN" alt="" width="375"><figcaption></figcaption></figure></div>

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

{% hint style="info" %}
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.
{% endhint %}

#### **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 ](#total-summary-cards)automatically update to show totals grouped by that selection. You can choose to view the sums by campaign[^2], reason[^1], location[^3], collector[^4], device or donor[^5].

**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.

<figure><img src="/files/VaE0MABHhPlIlsmwf42H" alt=""><figcaption></figcaption></figure>

#### **3. Sort**

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

<div align="center"><figure><img src="/files/q8o2wthIjkbiGRubm2FF" alt="" width="314"><figcaption></figcaption></figure></div>

#### **4. Date**

This feature lets you define the time period for which the totals will be calculated.&#x20;

You can select between the English or Hebrew calendar, choose from preset time frames, or set custom dates.&#x20;

Click **Apply** to save your selection.

<figure><img src="/files/KjUT4UXuAcpoIRfwAklv" alt=""><figcaption></figcaption></figure>

#### &#x20;**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.

#### &#x20;**6. Hide Total Panel**

Click this button to hide the **Total Panel**.

***

### <mark style="color:$primary;">**Total Summary Cards**</mark>

<figure><img src="/files/WwilJOdhPHwi4utwSNs3" alt=""><figcaption></figcaption></figure>

#### &#x20;**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** ](#id-2.-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.

<figure><img src="/files/qV0MGbs2SoJCyOrSp7Be" alt=""><figcaption></figcaption></figure>

[^1]: A team in a charity drive (Donate +). Each team has an online page with a fundraising goal.

[^2]: The cause and purpose of the donation. Every donation is directed towards a specific cause AKA campaign.

[^3]: Where the donation was made.

[^4]: AKA fundraisers. Individuals that actually collect the money and donations.

[^5]: Individuals who have donated or are committed to donating money in the future.


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