Observer Dashboard

The Observer Dashboard provides real-time information for the campaign including donation totals, leaderboards, share links, and more. This link does not require an account, i.e., it can be accessed without authenticating, and is intended to be shared with school personnel wanting a read-only view into the campaign. No student or parent information is displayed in this dashboard.

This link should not be shared with participating parents.

Cash Receipts

Track cash and check donations for each participant in addition to online donations. In the Admin these are called Offline Donations. Each one you enter becomes an order and is reflected in reports, the parent dashboard, and leaderboards.

Recording Offline Donations for Many Participants

1. In the Admin, navigate to Campaigns > Fundraisers.
2. Click the View button next to the campaign.
3. Click Actions, then Offline Donations. The Actions menu is on the campaign’s page and on its Participants and Orders tabs.
4. On the Offline Donations page, find the student. Use the Participant Name search, or the Grade and Teacher filters if your campaign has those leaderboards. If a student isn’t on the list yet, click Add Participant.
5. Type the amount in the box at the end of the student’s row, then press Enter or click away from the box.

Each amount saves on its own, and a green check appears next to the box. There is no Save button on this page.

The Offline Donations column shows each student’s total so far. Every amount you enter is recorded as its own donation and added to that total, so entering an amount again adds another donation. It doesn’t replace the first one.

Recording an Offline Donation for One Participant

1. Open the campaign and click the Participants tab.
2. Click View next to the student.
3. Click Actions, then Offline Donations.
4. Enter the Amount.
5. Optionally, enter a Name for who gave it. When you enter a name, the participant is told about the donation.
6. Click Save.

If you don’t see Offline Donations in the Actions menu, your admin access may not allow changes.

Pledge campaigns aren’t listed in Build Order on the Orders page. Use Offline Donations to record donations for a pledge campaign.

Removing an Offline Donation

1. In the Admin, navigate to Campaigns > Fundraisers.
2. Click the View button next to the campaign.
3. Click on the Orders tab.
4. Click the View button next to the order.
5. Next to the line item in the Order Information section, click on the ellipsis button.
6. Click on the Remove option.

The order will remain in the system, however, it will be zeroed out and removed from any reports.