Nonprofit organizations exist to support and raise funds for a
specific purpose. A donation is a gift made by an individual, household or
organization to a nonprofit. Argenta has a Donation Management System built in
to help you track and run reports on your material donations.
From the Argenta dashboard on the left-hand side of any screen,
select Donations and Grants > Fiscal Donations.
This will open up your complete listing of all fiscal donations to your organization.
There are a few things you can do on this screen.
View The Total Number of Records and/or Total Dollar Value
Above every list is the total of all items currently displayed in
the list. If you filter the list by specific criteria, the totals will change
to reflect the filter. For help with filtering see KB article Filter Fiscal Donations. This is a very quick and easy way to count or sum list
Search The List
Enter key phrases into the search field to search the list. Fiscal
donations can be searched by the donor's name or the donor id.
Advance Search and/or Filter The List
For information on how to filter material donations see KB
Article, Filter Fiscal Donations.
Export The List To Excel
Argenta is complete with many reports, charts, graphs and
statements, but it may be necessary to manipulate your own data. You can do
that by exporting to Excel. Every List in Argenta has an "Export To
Excel" button above the list. Clicking the button exports the data
currently displayed in the list to Microsoft Excel. If you have filtered the
data by specific criteria, only the result set will be exported.
Sort The List
Click on any list header to sort the list by that field. Sorting
the list can give you a visual overview of your data or help you find something
Add A New Fiscal Donation
Click the "Add New" button above the list to add a new
fiscal donation. For information on how to add fiscal donations see KB
Article, Add Fiscal Donation.
View or Update Fiscal Donation Details
To open a fiscal donation record so you can view or update the
details, click the corresponding View Update Icon in the
list. For information on how to update fiscal donations see KB
Article, View and/or Update Fiscal Donations.
Delete Fiscal Donations
To delete a fiscal donation, click the corresponding Delete
Icon in the list. Confirm you want to delete the record. The record
will be deleted and disappear from the list.