The Payments Summary Dashboard is located on the Dashboards page and the first tab of the Payments page.
The Payments Summary shows payment and donation trends and related metrics for the date range selected in the top right. The bar chart can be summarised by days, weeks, months, or years, depending on the date range. If you record payments in multiple currencies, you can also select the currency of the payments to display in the Summary.
The Funds section offers a comprehensive overview of each fund used during your selected date range, showing valuable metrics like the number of payments, average payment amount, and the total for each fund. The accompanying pie chart illustrates each fund’s contribution. To customize your view, uncheck the box for any fund you wish to hide from the charts.
Similarly, the Methods section offers an overview of each payment method used during your selected date range. This section also shows the number of payments, the average amount, and the total for each payment method. You can also uncheck any payment method you want to hide from the charts.
Finally, the Tags section shows the number of payments, the average amount, and the payment total for each tag. Like with Funds and Methods, you can uncheck a tag to exclude those payments from the charts.