Setting the Date Your Year Starts

Your Home Dashboard highlights the current statistics within your Donorfy.

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The dashboard tile 'Income this year' shows the total amount given this year on constituent profiles defaults to the calendar year - i.e. January to December.

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However, if you would prefer the totals within the 'Income the year' tile to be based on your own financial year you can change this as follows:

From within Settings > Configuration > System Settings click into the Year Start Date box and select your financial year start date from the calendar, then press the Update button.

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Your 'Income this year' tile will now refresh to start from the newly updated date.

 

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