Page History

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The fiscal year period for all reports in the tab is controlled by the fiscal year drop down in the bar at the top of the tab. Changing this selection will refresh all of your selected viewports.

Measurement

Transaction Viewports allow you to select from several measurements for counting dollars and donors. This selection is available on the upper right corner of the transaction viewports, and your preferences will be saved, so that if you switch all of your viewports to the Commitment measurement, they will appear that way the next time you return to the tab.

• Cash: Includes gift and pledge payment transactions. This reflects actual dollars received during the period, and donors that paid during the period.
• Commitment: Includes gift and pledge transactions. This reflects dollars generated / committed during the period, and donors who made some kind of commitment during the period, whether or not they paid during the period.
• Pledge: Includes only pledge transactions.

Viewport Preferences

Any changes made to Viewport preferences are saved and will appear that way the next time you return to the tab. For example, if you switched the measurement of a Viewport from Cash Dollars to Commitment Dollars, the Viewport would be set to Commitment Dollars the next time you return to the tab.

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