> Requires: Fundations Pro
The analytics dashboard gives you an overview of your fundraising performance: total revenue, donation counts, trends over time, and top-performing fundations. All data loads via AJAX so you can filter without page reloads.
Why use this
The donation list in WordPress shows you individual records but makes it hard to spot trends. The dashboard answers questions like: how much was raised this month, which fundations are performing best, and how are donation amounts distributed across your campaigns.
What it does
Key performance indicators
Four summary cards appear at the top of the dashboard.
| Metric | Description |
|---|---|
| Total Revenue | Sum of completed donations in the selected period |
| Total Donations | Count of completed donations |
| Average Donation | Mean donation amount |
| Unique Donors | Count of distinct donor email addresses |
Unique donors are counted by email address. A guest donor and a registered user with the same email are counted as one.
Charts
All charts use ApexCharts.
| Chart | Type | What it shows |
|---|---|---|
| Donations Over Time | Line/area | Daily donation count across the selected date range |
| Donation Types | Pie | Split between one-time and recurring donations |
| Top Fundations | Bar | Top 10 fundations by total amount raised |
| Donation Amount Distribution | Bar | Count of donations in amount ranges: 0-25, 25-50, 50-100, 100-250, 250-500, 500+ |
A separate table below the charts lists the top 10 fundations by amount raised with their totals.
Filters
| Filter | Options |
|---|---|
| Date Range | Today, Yesterday, This Week, Last Week, This Month (default), Last Month, This Year, Custom Range |
| Fundation | Select a specific fundation or view all |
| Donation Type | All, one-time, recurring |
| Status | All, completed, pending, failed |
Export
A CSV export button downloads the filtered donation data. The export is synchronous and downloads immediately. The file contains: Date, Donor Name, Email, Amount, Type, Status, Fundation, Message.
How to use it
- Go to Fundations → Reports in the WordPress admin.
- The dashboard loads with the current month selected by default.
- Use the date range selector at the top to pick a preset or set a custom range.
- Use the dropdown filters to narrow by fundation, donation type, or status.
- The KPI cards and charts update automatically after you change a filter.
- Click Export CSV to download the current filtered view.
Settings & options
There are no persistent settings for the dashboard. Filters are applied per session and are not saved.
What you can and cannot do
- You can filter by date range, fundation, donation type, and status.
- You can export filtered results to CSV.
- You cannot export to Excel (.xlsx). Only CSV is supported.
- You cannot select which columns to include in the CSV export. The column set is fixed.
- You cannot save a filtered view as a report.
- Access requires the
manage_optionscapability (administrators only). - Data comes from the custom donations table when available, with automatic fallback to postmeta. See Database migration for details on the custom table.
Troubleshooting
Dashboard shows no data. Check that you have completed donations in the selected date range. The default view is “This Month”. Try switching to “This Year” to confirm data exists.
Charts do not render. A JavaScript conflict with another plugin may be blocking ApexCharts from loading. Check the browser console for errors. Try deactivating other plugins one at a time to isolate the conflict.
Export downloads an empty file. Apply less restrictive filters first to confirm data is visible in the dashboard, then export. If data is visible but the export is empty, check that your server allows the php://output stream wrapper (required for CSV generation).
Numbers do not match my donation list. The dashboard counts only donations with a completed status. Pending and failed donations are excluded from revenue totals. The donation list shows all statuses.
Developer reference
Admin page
- Menu location: Fundations → Reports
- Menu slug:
get-fund-reports - Capability:
manage_options - Page hook suffix:
get_fund_action_page_get-fund-reports
Data source
The reports class calls Get_Fund_Donation_Model::is_custom_table_ready() to decide whether to query {prefix}get_fund_donations directly or fall back to postmeta. This is intentional: the read-mode flag get_fund_use_custom_donations_table is not used for reporting to ensure accuracy regardless of migration state.
AJAX endpoints
| Action | Description |
|---|---|
get_fund_get_report_data | Returns KPI and chart data for given filters |
get_fund_export_report | Streams CSV download |
Both require the get_fund_reports_nonce nonce.