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Guide: Managing Donations in the Chariot Dashboard

Written by Support

Charities receiving Daffy donations electronically through Chariot have access to a reporting dashboard to view, track, and reconcile incoming donations.

Access the Dashboard

To log in, go to dashboard.givechariot.com. If your organization hasn't completed onboarding yet, see Guide: Setting Up Electronic Donations Through Chariot.

Manage Donation Data

Overview: See a summary of total donations received, recent deposits, pending transfers, and monthly or weekly totals.

Deposits: View all incoming deposits, filter by date, donor, amount, or funding source, and export donation data as a CSV.

Ledger Table: Shows every transaction in and out of your Chariot account. This includes deposits and outbound transfers to your external bank account.

Statements: Download monthly summary statements showing total donations received, total amount deposited, and a breakdown by source.

Settings: Update your linked external bank account and organization profile details.

For detailed documentation on navigating the Chariot dashboard, visit Chariot's Help Center.

Move Funds

To transfer funds from your Chariot Deposit Account to your external bank account, click Move Money on the Overview tab. Chariot covers one free transfer per week. For more information, see Chariot's article on money movement.

Need Help?

For questions about a specific Daffy donation, contact Daffy at support@daffy.org. For technical questions about the dashboard or bank transfers, contact Chariot Support at support@givechariot.com.

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