Practical walkthrough
Watch donation-review steps in the institution panel
What the video covers
See the main donation-tracking screens
- Opening the Donations screen in the Institution Management Panel.
- Searching by donor name, email address or telephone number.
- Reviewing total donation, date and instalment information.
- Viewing support made to a specific project or donation channel.
- Using related tools for date ranges, donor preferences and Excel export.
Secure use
Use donor information only for authorised purposes
Information shown in donation-review screens is used to manage the organization’s donation process and the related scholarship or project work. Do not share donor information with unauthorised people or use it outside the donation process.