--- title: Overview of the Trellis Dashboard description: In this article, we will show you the Dashboard where you can view all your fundraisers, see your results and checkouts, and manage your account and payments. --- [Skip to content](https://help.trellis.org/learn-about-the-dashboard#main-content) English Show submenu for translations ![Trellis-MainLogo-AllWhite-01.png\]](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-AllWhite-01.png?height=40&name=Trellis-MainLogo-AllWhite-01.png) Open main navigation Close main navigation - English Show submenu for translations - [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) Help & Learning - There are no suggestions because the search field is empty. 1. [Help & Learning](https://help.trellis.org/?hsLang=en) 2. [Admin & Reporting](https://help.trellis.org/admin-reporting?hsLang=en) 3. [Welcome to Trellis](https://help.trellis.org/admin-reporting?hsLang=en#welcome-to-trellis) # Overview of the Trellis Dashboard ## Your central hub for managing fundraisers, payments, results, and your organization's account. ### **Dashboard Sections** #### **Fundraisers** The **Fundraisers** page is the default view when you log in. It shows all your active campaigns and lets you create new ones. ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jun-05-2026-05-37-56-5557-PM.png?width=670&height=180&name=image-png-Jun-05-2026-05-37-56-5557-PM.png) Each fundraiser card includes three quick-access buttons: - **Edit** — Opens the Fundraiser Builder to design and update your fundraiser. - **View** — Opens the live fundraiser page as donors see it. - **ESM** — Opens the Event and Sales Manager, including the Sales Entry System and Check-In Tool. Click the **three-dots **on any fundraiser card to: - **Rename** or **Duplicate** the fundraiser - **Pause** a live fundraiser - **Archive** old fundraisers - Copy Fundraiser ID  To view archived fundraisers, use the **Active / Archived** filter toggle above the fundraiser list. --- #### **Messaging** Use the [Messaging System](https://help.trellis.org/how-to-create-and-set-up-a-messaging-campaign?hsLang=en) to send emails and SMS messages to your donors (availability depends on your plan). Use this to share updates, promote your campaign, and keep donors engaged. ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jun-05-2026-05-38-58-4407-PM.png?width=670&height=194&name=image-png-Jun-05-2026-05-38-58-4407-PM.png) --- #### **Results** View your fundraiser's performance, including a breakdown of checkouts, pledges, and tax receipts generated. ![Screenshot 2026-06-05 at 10.39.37 AM](https://help.trellis.org/hs-fs/hubfs/Screenshot%202026-06-05%20at%2010.39.37%20AM.png?width=670&height=175&name=Screenshot%202026-06-05%20at%2010.39.37%20AM.png) --- #### **Team Roles** Invite users to your organization and assign role-based permissions. For example, you can give volunteers access only to the **Check-In Tool** without broader admin access. ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jun-05-2026-05-40-58-7257-PM.png?width=670&height=96&name=image-png-Jun-05-2026-05-40-58-7257-PM.png) --- #### **Payments** Connect your Trellis account to **Stripe Connect** and add your bank details to collect payments and receive payouts. ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jun-05-2026-05-41-28-5139-PM.png?width=670&height=375&name=image-png-Jun-05-2026-05-41-28-5139-PM.png)   **Please Note:** Stripe verification can take time. Start this process early to avoid delays in receiving payouts. For step-by-step instructions, [read this guide to setting up Payments](https://help.trellis.org/banking?hsLang=en). --- #### **Tax Receipting** Create and manage reusable tax receipt templates that can be applied across multiple fundraisers. For setup instructions, [see this article on setting up tax receipting](https://help.trellis.org/how-to-setup-tax-receipting?hsLang=en). ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jun-05-2026-05-42-24-8463-PM.png?width=670&height=190&name=image-png-Jun-05-2026-05-42-24-8463-PM.png) --- #### **Profile** Complete your organization's profile details here. This information is required for: - Issuing tax receipts - Verifying your organization - Maintaining compliance with payment processors ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jun-05-2026-05-43-09-7751-PM.png?width=670&height=526&name=image-png-Jun-05-2026-05-43-09-7751-PM.png) **Heads Up!** Incomplete profile information will prevent you from issuing tax receipts. Make sure all required fields are filled in before launching your fundraiser. --- ### **Frequently Asked Questions** ##### **Where do I go to create a new fundraiser?** Navigate to the **Fundraisers** page from your Dashboard. It's the default view when you log in. From there, click **New Fundraiser** to get started. ##### **What is the ESM?** The **Event and Sales Manager (ESM)** gives you access to the Sales Entry System and the Check-In Tool. It's designed for managing in-person event logistics and recording offline donations. ##### **Do I need to complete my Profile before launching a fundraiser?** Yes. Incomplete profile information will block tax receipt issuance and may cause issues with payment processor verification. Complete your **Profile** section before going live. ##### **What happens if I archive a fundraiser?** Archived fundraisers are hidden from your default **Active** view but are not deleted. You can view them anytime by switching to the **Archived** filter on the Fundraisers page. --- ### **Related Articles** - [How to Create a Fundraiser on Trellis](https://help.trellis.org/creating-your-first-fundraising-page?hsLang=en) - [How to Build and Design Your Fundraiser](https://help.trellis.org/designing-tools?hsLang=en) - [How to Create and Set Up a Messaging Campaign](https://help.trellis.org/how-to-create-and-set-up-a-messaging-campaign?hsLang=en) - [How to Set Up Tax Receipting](https://help.trellis.org/how-to-setup-tax-receipting?hsLang=en) - [How to Set Up Payments (Banking)](https://help.trellis.org/banking?hsLang=en) - [How to Check In an Attendee Using the Check-In Tool](https://help.trellis.org/how-to-manage-and-check-in-an-attendee-using-the-check-in-tool?hsLang=en) - [Admin & Reporting](https://help.trellis.org/admin-reporting?hsLang=en#main-content) - [Welcome to Trellis](https://help.trellis.org/admin-reporting?hsLang=en#welcome-to-trellis) - [Understanding Fees](https://help.trellis.org/admin-reporting?hsLang=en#understanding-fees) - [Understanding British Columbia Provincial Sales Tax](https://help.trellis.org/admin-reporting?hsLang=en#understanding-british-columbia-provincial-sales-tax) - [Reports & Exports](https://help.trellis.org/admin-reporting?hsLang=en#reports-exports) - [Troubleshooting](https://help.trellis.org/admin-reporting?hsLang=en#troubleshooting) - [Set Up and Manage Your Banking](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#main-content) - [Add Your Banking Details](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#add-your-banking-details) - [Understanding Your Payouts](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#understanding-your-payouts) - [Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#main-content) - [Set Up Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#set-up-your-tax-receipts) - [Manage Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#manage-your-tax-receipts) - [Build and Design Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#main-content) - [Build Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#build-your-fundraiser) - [Fundraiser Settings](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#fundraiser-settings) - [Manage Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#manage-your-fundraiser) - [Live Event Views](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#live-event-views) - [Messaging & Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#main-content) - [Automated Messages](https://help.trellis.org/messaging-campaigns?hsLang=en#automated-messages) - [Creating Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#creating-messaging-campaigns) - [Manage Your Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#manage-your-messaging-campaigns) - [Analyze Your Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#analyze-your-messaging-campaigns) - [Donor Experience](https://help.trellis.org/messaging-campaigns?hsLang=en#donor-experience) - [Event Ticketing](https://help.trellis.org/event-ticketing?hsLang=en#main-content) - [Set Up Your Event Tickets](https://help.trellis.org/event-ticketing?hsLang=en#set-up-your-event-tickets) - [Manage Your Attendees](https://help.trellis.org/event-ticketing?hsLang=en#manage-your-attendees) - [Post-Event Management](https://help.trellis.org/event-ticketing?hsLang=en#post-event-management) - [Donor Experience](https://help.trellis.org/event-ticketing?hsLang=en#donor-experience) - [Sponsorships](https://help.trellis.org/sponsorships?hsLang=en) - [Silent & Live Auctions](https://help.trellis.org/silent-live-auctions?hsLang=en#main-content) - [Set Up Your Auction](https://help.trellis.org/silent-live-auctions?hsLang=en#set-up-your-auction) - [Manage Your Auction](https://help.trellis.org/silent-live-auctions?hsLang=en#manage-your-auction) - [Auction Close](https://help.trellis.org/silent-live-auctions?hsLang=en#auction-close) - [Donor Experience](https://help.trellis.org/silent-live-auctions?hsLang=en#donor-experience) - [Donations](https://help.trellis.org/donations?hsLang=en#main-content) - [Set Up Your Donations](https://help.trellis.org/donations?hsLang=en#set-up-your-donations) - [Donor Experience](https://help.trellis.org/donations?hsLang=en#donor-experience) - [Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#main-content) - [Set Up Your Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#set-up-your-items-for-sale) - [Raffles & 50/50](https://help.trellis.org/raffles-50-50?hsLang=en#main-content) - [How to Run a Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#how-to-run-a-raffle) - [Running a Raffle in the USA](https://help.trellis.org/raffles-50-50?hsLang=en#running-a-raffle-in-the-usa) - [Managing Your Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#managing-your-raffle) - [Draw Winner & Reporting](https://help.trellis.org/raffles-50-50?hsLang=en#draw-winner-reporting) - [Donor Experience](https://help.trellis.org/raffles-50-50?hsLang=en#donor-experience) - [Raiser's Edge NXT Integration](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#main-content) - [Integration Set Up](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#integration-set-up) - [How the Integration Works](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#how-the-integration-works) - [Constituent Matching](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#constituent-matching) - [Gift Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#gift-sync) - [Event Participation Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#event-participation-sync) - [Sales Entry System (SES)](https://help.trellis.org/sales-entry-system-ses?hsLang=en) - [Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#main-content) - [Introduction to the Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#introduction-to-the-check-in-tool) - [Managing Attendees](https://help.trellis.org/check-in-tool?hsLang=en#managing-attendees) - [Event Day](https://help.trellis.org/check-in-tool?hsLang=en#event-day) - [Post-Event Management](https://help.trellis.org/check-in-tool?hsLang=en#post-event-management) - [Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#main-content) - [Set Up Your Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#set-up-your-fund-a-need) - [Manage Your Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#manage-your-fund-a-need) - [Manage Pledges Post-Event](https://help.trellis.org/fund-a-need?hsLang=en#manage-pledges-post-event) - [Security, Privacy & Technology](https://help.trellis.org/security-privacy-technology?hsLang=en) - [New Features!](https://help.trellis.org/new-features?hsLang=en) - [Resources for a Successful Fundraiser](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#main-content) - [Pre-Event Planning](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#pre-event-planning) - [Trellis Feature Spotlight](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#trellis-feature-spotlight) - [Support Resources for Donors](https://help.trellis.org/support-resources-for-donors?hsLang=en#main-content) - [Getting Started](https://help.trellis.org/support-resources-for-donors?hsLang=en#getting-started) - [Checkouts](https://help.trellis.org/support-resources-for-donors?hsLang=en#checkouts) - [Participating in an Auction](https://help.trellis.org/support-resources-for-donors?hsLang=en#participating-in-an-auction) [![Chill listening crop-3](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-LightGreenLeaf-01.jpg?width=117&height=55&name=Trellis-MainLogo-LightGreenLeaf-01.jpg "Chill listening crop-3")](https://trellis.org) Copyright © 2026, Trellis Social Enterprise