Commit 35322a13 authored by MikeyMJCO's avatar MikeyMJCO
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Update finding-and-viewing-contributions.md On line 5 changed Mont-To-Date and...

See merge request !529
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# Viewing the CiviContribute dashboard
The CiviContribute main page or dashboard summarises the contributions made,
including lists of contributions received in the current month to date, year
to date, and cumulatively since inception (i.e. all contribution records in
your CiviCRM installation). This allows you to easily browse contributions
that have been recorded automatically or added manually. The dashboard also
provides buttons to manage and add contribution pages.
including lists of contributions received in the current Month-To-Date, Year-To-Date, and cumulatively since inception
(i.e. all contribution records in your CiviCRM installation). This allows you to easily browse contributions that have
been recorded automatically or added manually. The dashboard also provides buttons to manage and add contribution pages.
Different layouts are available for viewing summaries. The following screenshot
shows the most recent contribution to a campaign using the Table Layout tab:
![ContactSummary1a](../img/CiviCRM-CiviContribute-EveryDayTasks-ContactSummary1a-en.png)
You can also view bar or pie charts to compare contribution totals across
months of a given year and across years by clicking on the Chart Layout tab.
months of a given year and across years by clicking on the Chart Layout tab:
![ContactSummary1b](../img/CiviCRM-CiviContribute-EveryDayTasks-ContactSummary1b-en.png "ContactSummary1b")
Finally, you can add any number of contribution [Report Dashlets](../the-user-interface/menu-dashboard-and-dashlets.md#dashlets) to your
personal CiviCRM Dashboard. These might include a bar chart summary of
year-to-date contributions by Financial Type or month, a list of the top 10
Year-To-Date contributions by Financial Type or month, a list of the top 10
donors, etc.
# Finding contributions
......@@ -32,25 +29,25 @@ contribution in the last year, what would be more appropriate? Contacts
or contributions? The answer depends on whether you want to send two
gifts to people that made two contributions and there is of course no
right or wrong answer - it just depends on your approach. It is
important to think about this each time to do a search.
important to think about this each time you do a search.
The **Find contributions** search allows you to search based on contribution
The **Find Contributions** search allows you to search based on contribution
data and return contribution records. It is found at **Contributions > Find
Contributions**.
![Contribution Find Screenshot](../img/contributions-find-search.png)
You can search based on a number of criteria, such as date range, contribution
amount, contribution status etc. Contributions must match all specified criteria
You can search based on a number of criteria, such as Date Range, Contribution
Amount, Contribution Status etc. Contributions must match all specified criteria
in order to be returned, so the more criteria you enter, the narrower the search
will be. For example, searching for the Financial Type "donation" and the date
range "January 1st to May 31st" will return contributions that meet both
criteria. Relative date ranges such as "Last Month" or "Last Year" are often
will be. For example, searching for the Financial Type "donation" and the Date
Range "January 1st to May 31st" will return contributions that meet both
criteria. Relative Date Ranges such as "Last Month" or "Last Year" are often
quite useful.
As well as the subset of records resulting from the search, the results screen
from a Find Contributions search displays the total amount, number of
contributions, average contribution mean and mode for the search results.
from a Find Contributions search displays the Total Amount, Number of
Contributions, Average Contribution Mean and Mode for the search results.
![Screen shot batch update from search](../img/contributions-find-editcriteria.png)
......@@ -65,7 +62,7 @@ in order to be returned, so the more criteria you enter, the narrower the search
- **Delete contributions**: This removes contributions entirely from the
system, as if they had never been entered in the first place. Editing
contributions and updating their status to canceled provides a better audit
trail, but there may be situations where you do want to delete, such as a
trail, but there may be situations where you do want to Delete, such as a
contribution entered on the wrong contact's record.
- **Export contributions**: This is an export of contributions. If you
choose to export multiple contributions from the same contact you will end up
......@@ -84,7 +81,7 @@ in order to be returned, so the more criteria you enter, the narrower the search
you date for each.
- **Record payments for contributions**: This allows you to record payments
details for all or selected online "pay later" contributions. This action only
details for all or selected online "Pay Later" contributions. This action only
works for contributions with the status of Pending (Pay Later).
The **Advanced search** returns contacts by default, but you can choose
......
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