Overview
The Fundraising Management dashboard provides a quick overview of recurring commitments with failing payments, helping you identify issues that need immediate attention.
Step 1: Access the Fundraising Management dashboard
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Navigate to the Fundraising Management dashboard
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Look for the Monthly Giving tile on the dashboard
Step 2: Identify failing payments
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On the Monthly Giving tile, look for a notification indicating failing gifts
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The notification will show the number of commitments with failing payments
Step 3: View detailed information about failing payments
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Click on the failing gift notification
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This will open a Recurring Commitment Processing Report filtered to show only your failing gifts
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The report provides detailed information about each failing payment
Step 4: Take action on failing payments
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From the filtered report, you can identify which donors need follow-up
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Use this information to contact donors or implement other correction strategies
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You can click through to individual commitment records to make updates
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