In this article, we’ll take you on our tour through the navigation of the Qgiv system to ensure you can find all the settings, reporting, and features you love.

Forms

The first navigation item on the left side of the screen is Forms.

Forms nav item.png

Clicking this item will display a list of all your forms.

Forms flyout.png

You can search for a specific form at the top of list and click the tag icon to display forms by their info tags, if you’ve assigned tags to forms.

Search Forms or Events bar in Forms list.png

Exit this menu by clicking the X icon.

Forms nav item with X.png

Dashboard

Clicking this item will return you to the Dashboard.

Dashboard nav item.png

Reporting

The Reporting navigation item contains links to the general Reports area, the Transactions report, Batches & Settlements for Worldpay users, the Recurring Forecast report, the Recurring Payments report, a list of Donors with accounts, and the Custom Reports area.

Reporting nav item with menu.png

Fundraising

The Fundraising navigation item contains links to the Form Management area (the My Qgiv page), Givi settings, organization-level Receipts, the Embed widgets area, and Form Tags.

If you have the Text Fundraising package, you’ll also see links to the SMS Management area and the Send Text Messages interface.

Fundraising nav item with menu.png

Integrations

Clicking the Integrations item will take you to the Service Integrations page in your account.

Integrations nav item.png

Data Tools

The Data Tools navigation item contains links to the API Access settings, Data Mapping, the offline Donations Import tool, the Facebook Donations Import tool, and the Donor Summary area.

Data Tools nav item with menu.png

Please note: You may not see all of these options, depending on your organization’s Plans and Pricing.

Terminal

The Virtual Terminal is where you can process offline donations and event registrations, as well as manage auction events.

Terminal nav item.png

Settings

The gear icon houses your Organization Settings, including Organization Information and User Logs, the add and remove Users interface, your monthly Statements, your organization’s Plans & Pricing page, and organization-level admin Notifications.

If you’ve enabled PayPal for your organization, this is also where you’ll find the Manage PayPal page.

If you’re a user for multiple organizations, this is also where you can Switch Roles between organizations.

Settings menu navigation.png

Support

The question mark icon at the top right of the screen offers a quick way to get to the home page of the Qgiv Help center. You’ll also find direct links to Bloomerang Learning, the Feature suggestions email address, the Contact support form, the Refer a friend form, the Qgiv User community, and the biweekly Product updates.

Support question mark in top nav.png