The project dashboard brings together financial information and tracking tools. Use each screen for its specific task: a campaign’s transactions and recurring collaborations are not equivalent lists.
View contributions
Open the campaign finances and review its transactions using the available filters. Check the status of each transaction before considering it paid. If you need to examine the project’s recurring collaborations, go to Recurring donations and review the status of each collaboration and its charges.
Your account permissions and the project plan determine which reports and exports are available. If you have export access, first apply the date, status, or campaign filters you need.
Record external contributions
- Open the option to record an external contribution in campaign management, when enabled.
- Enter the amount, date, and any information requested by the form.
- Provide a reference that allows you to reconcile the income with your records.
- Review and save; check how it appears in the list.
Only record actual income and avoid duplicating transactions already processed by Kuku. Logging an external income does not generate a charge or deposit that money into the bank balance managed by the platform. It does not automatically issue a certificate.
Share updates
Prepare updates explaining what has been accomplished, what remains to be done, and how resources have been used. Go to Updates in the project, publish your progress using the available tools, and review how it looks before sharing it.
Do not use report data for communications unrelated to the collaboration, and do not publish personal lists. Respect public anonymity and communication preferences.
Preserve reports
Exports may contain personal information. Store them in a secure place, share them only with authorized persons, and avoid sending them via open links. For an issue, use transaction references instead of copying a full donor list.