Insights

The insights tool allows you to see an overview of all transactions being processed by your parish.

In the sidebar, click on "Giving" and then click on "Insights".

The dashboard allows you to view information by:

Pie Chart

  • Charge type
  • Campaign
  • Age group

Bar Graph

  • Month
  • Charge type
  • Campaign
  • Age group

The selection on the left is to display on the X axis, and the selection on the right displays within each bar.

Filter by date

Use the date filter in the top right of the page to filter your information by a date range. The numbers and graphs will display the 

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