Simple Graph - possible?

Ryan Moore · February 2024

So as the newbie, finalized my first appeal - direct mail is out, funds are coming in, and … I can see the total… but can I see how much was coming in over time (i.e. I like to see when we've ‘crested’ or how it's trending over time).

I'm in Database View (we're transitioning to NXT soon, but the temp environment doesn't have this data).

Thoughts?

I'd been playing in the ‘dashboard’ but it can show total, or via calendar years…

Christine Robertson · February 2024

@Ryan Moore If you go to the Appeal record, you can see some summary options where you can see a very basic graph showing your progress towards your goal for that Appeal.

Christine Robertson · February 2024

@Ryan Moore Alternatively, there are some rudamentary graphs in the Gift Detail and Summary Report (under Financial Reports).

Ryan Moore · February 2024

thanks @Christine Robertson

so nothing beyond the rudimentary (i.e. can i see what the totals by day etc…)

Christine Robertson · February 2024

@Ryan Moore Graph options in DB view are fairly limited. They were dated when I started in RE in 2005 and I truthfully haven't spent much time on them as a result. You'll have much better functionality (as it sounds like you already know!) in webview.

Karen Diener · February 2024

@Ryan Moore that would be nice! The only option is to export data and do a line chart, unfortunately.

There will be a way to more easily access a graph in webview, for what it's worth!

Karen

Simple Graph - possible?

Comments

Categories