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Dashboard overview

What each sidebar item is for.

A
Written by Antonio Ryckman

The left sidebar is the main way to move around Sharity.

Fundraising snapshot

  • Overview — raised amounts, recent gifts, charts, and pending donor photos to review

  • Insights — 7 / 30 / 90-day revenue and supporter trends, filterable by campaign

  • Reports — CSV downloads for finance, tax, dedications, and failed gifts

  • Donations — every gift with filters for campaign, status, date, and search

  • Supporters — people who have given, plus supporter lists

Build

  • Campaigns — create and edit fundraisers

  • Widgets — create embeddable donation experiences

  • Emails — confirmation messages, campaigns, and automations

Money and connections

  • Payments — Stripe Connect (how donors pay you)

  • Integrations — API keys, webhooks, and CRM/CMS guides

  • Help — in-app guides (this Help Center is the fuller version)

Your profile

Open the account menu (avatar) for Settings, billing shortcuts, and sign out. Feedback (bug, question, or suggestion) is available from the dashboard as well.

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