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Portfolio overview
Hi
Donations over timeLast 30 days
Donation calendar
Top donorsLifetimeAll campaigns
ParticipationAll timeAll campaigns
-Revenue by source
-Active campaignsSince each opened
Donation timing
Donations
Click any row for the full record with payment timeline and editable fields.
Donors
Click any row to view full record · edit contact info, see donations, match status.
Contacts
Your newsletter and communication subscribers. Add, edit, remove, or import a list. Click any row to edit.
| Name | Status | Source | Added |
|---|
What people sent from the in-app Send Feedback form.
Board
One row is a seat. Two people sharing a job are two seats with the same position. A seat with nobody in it is an open role.
Notifications
Who is emailed when something happens. Every recipient count here is worked out by the server, the same way the send does.
Lists
Who you can email, how the mail is landing, and which addresses need a look.
Students
Click any row to edit student details and family links.
Teachers
Classroom directory · feeds the donation form dropdown
Volunteers
Track parent and community volunteers · associate them with campaigns & events
Campaigns
Click a campaign to fully customize · branding, form, QR code, sharing.
| Campaign | Status | Dates | Days Left | Goal | Raised | Donors | 30-day Trend | Slug |
|---|
Campaign
Live Performance
| Activity | Type | Week | Status | Donations | Raised | Lever |
|---|
Tasks
Received
This campaign only| Date | Donor | Amount | Method | Students | Teacher | Status | Match |
|---|
Corporate matching
This campaign's match moneyMatch money for this campaign
Manual entry
Cash, check or a pledge you record by handRecord a donation
Opens the same New Donation form as everywhere else, with this campaign already chosen. A corporate match ratio, when the donor gave one, is entered in that form.
Exports
This campaign onlyDownload
The report covers the donations the list above is showing. The CSV is this campaign's full export from the server.
Progress visual
Shows on: this campaign's page in Panther Hub, the campaigns list and the dashboardPublic progress gauge
Shape, size and colours for the donation totalCelebrations
Shows where you choose below: Panther Hub, the website, kiosk screensWebsite card
Shows on: poinsettiapta.org/fundraisingWords on the card
Brand
Blocks
Draft preview
General
Name, goal and dates
Duplicate
Publish state
What the public can see, and whenPublish
Campaign status
Public form
The donation form this campaign usesLinked Donation Form
Suggested Amounts
Pre-filled buttons on the form. Click any tile to edit.Public donation link
Sharing & QR
Public Embed Code
panther-pride-campaigns-block.html file - drop it into your site as a paste-ready section, and click Download above to generate its campaign data.Notifications
Notifications
Tax receipts
Danger zone
Advanced & Danger zone
Events
Jogathons, ice cream parties, popsicle Fridays, family nights · one-time or recurring. Track RSVPs, ticket sales, and volunteers per event.
What kind of event is this?
Pick a starting point. This only decides which pieces the next screen asks you for. You can change it later, and nothing is saved until you press Save draft.
New event
Programs
The things the PTA runs all year - reading, gardening, art, science night. Who chairs them, where they meet, and where a parent goes to find out more.
On the website
Owner or Admin only- the top menu and the phone menu
- the footer, on every page
- the Learn More buttons on the Fundraising page that lead to Programs
Turning it off hides those links only, not the page. The Programs page stays online: anyone with its address can still open it, and it stays in the site map that search engines read.
Only an Owner or Admin can change this. Ask one of them if the links need to be turned on or off.
Store
What the PTA sells, where, and what came in
Business Sponsors
Local businesses supporting Poinsettia · click any sponsor to view dependencies and metrics
On the website
Sponsorship Chair, Owner or Admin- the home page sponsor wall, the "Your Business Here" tile
- the Business Sponsorships page, the four tier buttons and Sponsor Now
- the Fundraising page, Choose a Level under Corporate Sponsorships
Turning it off hides those links only, not the page. The sponsor sign-up page stays online: anyone with its address can still open it and still submit, submissions still arrive under Inquiries, and payment links already issued keep working.
Only the Sponsorship Chair, an Owner or an Admin can change this. Ask one of them if the links need to be turned on or off.
Finance
Money paid in, Stripe fees, what reached Chase, and the bookkeeping ledger.
Bookkeeping ledger
Every entry typed into the books: revenue, expenses, refunds and reimbursements, as the Accounting page kept them.
Revenue by Source
Expenses by Category
Recent Transactions
View all →Reports
Saved reports, scheduled exports, on-demand pulls. Click any report to run, edit, or change schedule.
Audit log
Who changed what, and when - all actions across the system.
| Time | User | Type | Action | Target | Details |
|---|
Communication
The addresses email is sent from, every automatic email, and delivery and testing. Was the Email Accounts tab.
From addresses
The addresses newsletters and receipts are sent from. The domain is fixed and cannot be changed here.Payments
What this server holds about Stripe, which takes the card payments.
Stripe
Reading from the server...
Calendar
Google Calendar sync for the public website.
Google Calendar Integration
Push events from this calendar to your public websiteHow to find your Calendar ID
- Open Google Calendar from a desktop browser
- In the left sidebar, hover over the calendar you want to share → click the three dots → Settings and sharing
- Under Access permissions, check "Make available to public" with "See all event details"
- Scroll down to Integrate calendar section
- Copy the Calendar ID (looks like
abc123@group.calendar.google.com) - Paste it above and click Test connection
Organization
The organization's profile, contact, address, tax details, logo and theme, and the campaign progress colours.
Branding and display
Moved here from the old Display themes tab.
Parent portal
Who can use the parent portal.
Tasks
Assign work to PTA team members · track status, due dates, and discussion.
Timesheets
Track volunteer hours. Submit weekly or monthly for board approval. Calendar view shows daily totals at a glance.
Tax Forms & Filings
501(c)(3) compliance documents, IRS forms, state filings, and donor acknowledgement templates.
Approvals
Items submitted for review. Loading your permissions...
Approval rules
Which actions require approval before they take effectTemplates · Reusable content building blocks
Email templates, task templates, and tool templates. Use placeholders like {donor_name} for live substitution.
{donor_name}
{amount}
{campaign_name}
{org_name}
{date}
{children}
{sender_name}
Users and roles
Who can sign in, and what each role may do.
Roles
Matrix
Modules by roles. Change a cell to stage it - nothing is sent until you Save. A red plus marks an action that is its own choice.Every action
Link expiry
Pending invitations
Activity
User and role events from the audit log - the last 100 rows, filtered here.Trash
Soft-deleted records across all modules, recoverable. Restore items or leave them for the 30-day auto-purge.
| Type | Name | Phone | Deleted | Actions |
|---|
Integrations
What this server holds about Stripe, email and Google Calendar.
Reading from the server...