/ to search
Documentation Dashboards Reporting

Dashboards Reporting

Dashboards & Reporting Reference

Browse tenant guides generated directly from the Markdown files in docs/tenant.

Overview

This reference lists the confirmed filters, widgets, and reporting pages available in the tenant reporting area.

Use it when you need a quick reminder of what can be filtered, what the dashboard can show, and which dedicated reporting pages exist for deeper follow-up work.

Reporting model at a glance

Altrinum reporting is generally split into two layers:

  • Dashboard: for broad operational visibility, comparison, and trend review
  • Dedicated reporting pages: for narrower, more exact review work such as finance, compliance, audience health, or campaign analysis

This distinction is useful because a team may start with a broad dashboard view and then move into a specific report once the next action is clear.

Dashboard filters

The dashboard supports these filters:

  • date preset
  • start date
  • end date
  • period
  • included sources
  • adjustments
  • event
  • program
  • giving form
  • designation
  • attribution interaction type
  • tracking source
  • tracking subsource

Filter usage notes

These filters affect how widgets and charts should be interpreted.

In practice, this means:

  • the same widget may show very different results depending on the selected scope
  • two staff members may appear to be looking at conflicting numbers when they are actually using different filter sets
  • export decisions should usually be made only after the team confirms the dashboard scope

Common filter patterns

Teams may commonly use filters like these:

  • a broad monthly or quarterly view for leadership check-ins
  • a single event filter for event review
  • a giving-form or designation filter for fundraising analysis
  • a tracking source filter to understand attribution patterns
  • a fiscal or campaign-period window before export work

Confirmed dashboard widgets

The current widget set includes:

  • KPI overview
  • donation KPIs
  • event KPIs
  • program KPIs
  • email KPIs
  • collected revenue chart
  • activity trends chart
  • operational funnel overview
  • attribution overview
  • top tracking sources
  • top entities

Widget interpretation notes

These widgets are generally most useful when teams are asking comparative or directional questions, such as:

  • What appears to be moving up or down?
  • Which area is driving the most visible activity?
  • Which source seems strongest in the selected period?
  • Are results aligned across giving, events, programs, and email?

Widgets are usually not the right final tool when staff need an exact operational export.

Reporting pages

The following reporting pages are confirmed:

  • Email Performance
  • Email Audience Health
  • Event Tax Report
  • Receipting Compliance Report

AI ask optimization attribution data

Donation records can now carry ai_ask_optimization_attribution_json when AI Ask Optimization was applied during the public donation flow.

This field is meant to support reporting-oriented follow-up such as:

  • separating optimized donations from non-optimized donations
  • grouping optimized gifts by strategy or confidence
  • comparing optimized gift outcomes by giving form or tracking source

The field is only populated when optimization was actually applied, so blank values should be interpreted as no stored optimization attribution for that donation.

AI Ask Optimization donation reporting

The donation reporting surface now exposes AI Ask Optimization as completed-donation attribution reporting.

Confirmed reporting filters include:

  • AI Ask Applied
  • AI Ask Strategy
  • AI Ask Confidence
  • Giving Form
  • Tracking Source

Confirmed attribution summary metrics include:

  • AI Ask Optimized Gifts
  • AI Ask Optimization Revenue
  • Standard Gift Count
  • Standard Revenue
  • Average Optimized Gift
  • Average Standard Gift

Confirmed breakdowns include:

  • revenue by giving form
  • revenue by tracking source
  • filtering by paid date range
  • drill-down links from AI Ask summary stats into the filtered Donations list
  • quick widget actions that open optimized or standard completed gifts in the filtered Donations list

Confirmed donation list and export follow-up includes:

  • an AI Ask badge on donation rows and donation detail pages
  • export columns for AI Ask Attribution, AI Ask Strategy, AI Ask Confidence, and AI Ask Reason Codes

Important interpretation note:

  • This reporting is derived only from completed donations with persisted attribution.
  • It does not measure who saw an optimized ask and did not donate.
  • It should be treated as donation-attribution reporting, not exposure or impression analytics.

Reporting page usage guidance

Email Performance

Use this page when the question is specifically about email campaign results rather than broad tenant-level comparison.

Email Audience Health

Use this page when staff need to review the condition or readiness of the audience before sending, or when investigating audience-related delivery or eligibility concerns.

Event Tax Report

Use this page when the work is event-specific and requires exact tax-related review or export.

Receipting Compliance Report

Use this page when finance or compliance staff need a precise receipting-focused review tied to a fiscal or custom reporting window.

Recommended workflow

A common and healthy workflow is:

  1. start with the dashboard
  2. set the reporting window and scope
  3. identify patterns or questions
  4. narrow to one area if needed
  5. open a dedicated reporting page when precise follow-up or export is required

This helps teams use the right screen for the right job.

Notes

  • Widget visibility may depend on enabled modules and available data.
  • Some reporting pages are broadly useful across the tenant, while others are especially relevant to finance, compliance, or email operations.
  • Dashboard interpretation always depends on the active filters.
  • Dedicated reporting pages are usually the better choice when the task requires exactness, export, or downstream operational handling.

Example role-based usage

A campaign manager may spend most of their time in:

  • dashboard views
  • Email Performance

A finance lead may rely more heavily on:

  • Event Tax Report
  • Receipting Compliance Report

An executive or director may primarily use:

  • dashboard KPIs
  • trend charts
  • top-source or top-entity views

These are not strict boundaries, but they help explain why both dashboard and dedicated reporting layers exist.