Overview
Open Overview to check donation activity, donor participation and how your churches are using Roster.
Choose the data you want to see
Section titled “Choose the data you want to see”Check the data selector before reading the numbers. It tells you whether you’re viewing sample, sandbox or production data. If you can’t access an environment yet, the message explains the next step.
Total donated, donors and revenue
Section titled “Total donated, donors and revenue”Total donated adds up recorded donations. Transfers to destination accounts are a separate part of the process.
In the donor chart, select Cumulative to see the accumulated donor total. Leave it off to see active donors in each period.
Your organization’s revenue shows your calculated share of gifts under the fee schedule. It doesn’t track payouts to your bank account. If a fee changes, later donations use the new rate from its effective date; earlier deposits keep the rate that applied to them.
Period controls and Cumulative
Section titled “Period controls and Cumulative”Choose daily, weekly, biweekly or monthly to group the chart data. Biweekly splits each month into its first and second halves.
On money charts, Cumulative adds the amounts together over time. With it off, each period shows its own amount. The number inside the chart is its latest point; move your pointer over other points to see their details. The current period may still be in progress, so compare it carefully with a full past period.
Churches
Section titled “Churches”See how many churches have the Roster button and how many have an active recurring donor. The percentage shows how many churches with the button have reached that second step. Select All churches to open the church list.
If installation information is unavailable, Roster cannot show that count yet. It does not mean the count is zero.
Donors
Section titled “Donors”See how many donors joined or left during the period. Net new donors subtracts those who left from those who joined. Average gift is the average donation amount for the last 30 days; individual donors may give different amounts.
API status
Section titled “API status”Your developer can use the 24-hour or seven-day view to check how often your software calls Roster and spot changes in service behavior. One donor journey can involve several calls, so the request count will differ from the donation count.
Even when the API is healthy, your developer should check that your receiver and reporting software are working too.