Navigating your dashboard

Take a look at the menu (shown below) on the left-hand side of your dashboard, and go through all the different pages to get to know your dashboard. Below, you can learn more about each step.

Whenever you see a (1) or other number in the menu, it indicates that there is an action that you need to take in that area.

Dashboard

Here you can see an overview of your activities: donations collected, averages of these donations, fundraisers recently created, newest fundraisers, and recently ended fundraisers.

Projects

Here you can see all your projects and easily edit them. This is also where you create a new project.

Fundraisers

Here you can search all created fundraisers and view any contact information, add offline donations, and edit, close, and delete fundraisers.

Invitations

Here you can send invitations to your supporters to create a fundraising page, and view/track previous invitations.

Donations

This is where you can find a donation. Edit the comment, name shown, anonymise it, refund it, or re-send the donation receipt.

Users

Here you can add new users and remove old ones.

Export data

Here you can export data on fundraisers and donors as CSV files.

Reports

Every month, we will release a new report with data and numbers on the donations from the last month. These can be found here.

Settlements

Every month, a new settlement report is released from Clearhaus. You can find these and download them here.

Integrations

This is where you can create API keys, set up webhooks, and debug any integrations you have built.

Billing (1)

Add your credit card, see previous charges, buy add-on services, and see your subscriptions.

Sites

This is where you will find various settings for your sites, including tracking, email, SEO, and cookies settings.

Account

This is where you fill out your basic account information. You can update your address, various configurations and defaults, legal contact email, set contact permission texts, and other basic info. During sign-up, this is also where you add information for KYC checks.

Updated on: 13/07/2025