Show anonymous pledges/donors as "Anonymous" in Dashboard Insights

I am building a dashboard report for a capital campaign that I would like to share with the Campaign Committee.  We have a large pledge that will remain anonymous, even to committee members.  I have included the Pledges by Constituent insight in the dashboard, and it is showing the name of the donor. It would be helpful if we could have it hide the name of the donor, so that they can remain anonymous, but still be included in reporting.

  • Christel Tatro
  • Jun 26 2019
Data analysis
  • Attach files
  • Karen Diener commented
    June 13, 2023 20:23

    This is confusing. I'm having the opposite issue with a dashboard built in Report Builder, not Insight Designer. I am using the Constituents table insight, and constituent names do not show if the constituent or their gift is anonymous.

    Frankly, it is kind of dumb because if you click the blank space, their record - with name showing - opens in the flyout on the right of the screen. Their name also shows if you export the Insight into Excel or CSV.

    Please allow users to configure their preferred settings for Anonymity. Don't decide what it should be for your users.

    Attachments Open full size

Related ideas