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How to View Your Campaign Donations
Through Panorama Campaigns, you have access to a Donation Report that will provide you with all of the information regarding your Campaign's donors. You can access your Campaign reporting by selecting your project from the Active or Past Projects list and choosing Donations from the menu on the left side.
Helpful Tip! If you are looking to view detailed donor information for a disbursement received for funds raised through Panorama, click here for more information.
The Donations Report is where you can view project-specific donations and perform any donation management such as resending a donor's receipt, canceling a recurring profile, updating a donor's name, editing donor contact permissions, editing contact details, or updating answers to custom questions. This report will provide you with the total amount raised, your donor's first and last name, email address, donation date, donation status, and recurring profile information.
If there is a specific donor you would like to work with use the Search bar to search for that donor.
Export the report into excel to view even more details about your donors such as their address, display name, matching gift information, recurring profile information, whether or not their donation has been disbursed to your organization, and fee information.
Quick Tip!
By exporting your Donation Report you will be able to see what donors chose to Pay the Fee.
Adding Offline Donations
As an Admin, you have the ability to add offline donations by selecting Add Offline Donation from the Donations Report.
A pop-up form will display on your screen and prompt you to fill out the information about your offline donor such as:
- Donor First and Last Name
- Enter the Donation Details
- Donation Amount
- Donation Date
- Status
- Enter the Campaign Page Display Information
- Donors Name (how it will be displayed publicly on the page in the donor listing)
- Donor's Comment (if applicable)
- If you would like the donor to display as anonymous check the box next to This donation is anonymous
- Please Note! If you enter a Donor Name and then check the box to list the donation as anonymous, the donation will be displayed as anonymous.
- Enter the Donor's Contact Details
- Email Address
- Phone Number
- Address
- Contact Permissions
Once you have filled out the form select Save.
Important Information!
Please note that an email does not get sent to the donor, so if an email notification is required, it would need to be generated outside of Panorama.
Managing Online & Offline Donations
To view, a specific donation's details use the search bar to search for the donor and select their donor listing to pull up their Donation Summary page.
From this page, you will have the option to Edit the donation information, Resend Receipt, and Cancel Recurring Profile (if applicable).
As an Admin you have the ability to edit online and offline donations. To edit a donation select the Edit button in the upper right corner of the Donation Summary page.
For an Online Donation, you will have the ability to:
- Edit Donor's Name
- Edit Donor's Contact Permissions
- Edit Donor's Email Address
- Edit Donor's Contact Details
- Edit the Donor's answers to any Custom Questions
Be sure to select Save after making your changes.
Helpful Information! If you need to issue a refund to one of your supporters' please submit a refund request HERE. Be sure to provide us with the email address of the individual who made the transaction, the transaction amount, and the transaction date. This article outlines our refund policy and procedures for transactions made via PGF.
For an Offline Donation, you will have the ability to edit:
- Edit Donor's Name
- Edit Donation Details (pending, received, or rejected)
- Helpful Tip! By setting the donation Status to Rejected the donation will no longer be included in your event's total amount raised and will no longer display in the donor listing.
- Edit Donor's Contact Permissions
- Edit Donor's Email Address
- Edit Donor's Contact Details
- Edit the Donor's answers to any Custom Questions
Be sure to select Save after making your changes.
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