SleekView for Charitable: donations and campaigns as tables
Charitable models donations and campaigns as custom post types with rich post meta. SleekView surfaces those rows as a real admin grid where campaign, donor, gateway, and amount sit side by side.
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Every campaign and gift on one screen
Charitable takes the WordPress-native route: donations and campaigns are custom post types, and the interesting fields — donor email, campaign ID, gateway, fee total, recurring status — live in postmeta. The default donation list shows the post-level columns, but the meta side of the story stays buried behind the edit screen, which is exactly where a small nonprofit team does not want to spend a giving day.
SleekView reads the Charitable CPTs and exposes their meta as configurable columns. Donor email, campaign, gateway, fee, and net all promote to first-class fields you can filter and sort. Inline edits update the same meta keys Charitable's admin screens write to, so reports, the campaign progress bar on the public page, and any scheduled exports stay aligned with whatever an operator changed inline.
The grid becomes the operations dashboard a nonprofit usually rebuilds in a spreadsheet: filter to failed payments this week, group by campaign for end-of-month reporting, isolate Stripe versus PayPal for the bookkeeping reconciliation. Saved views replace the URL juggling that the default list requires, and CSV exports hand finance the column set they actually need.
Workflow
From Charitable post meta to a working grid
Connect to donations
Promote campaign and gateway
Pin operations views
Reconcile and export
Sample columns
A typical Charitable donations view
WordPress posts/postmeta
| Donation | Donor | Campaign | Amount | Gateway | Status |
|---|---|---|---|---|---|
| #5512 | Aisha Khan | Clean Water Fund | $75.00 | Stripe | Paid |
| #5513 | Tom Becker | School Build | $200.00 | PayPal | Pending |
| #5514 | Marie Laurent | Annual Appeal | $30.00 | Stripe | Failed |
| #5515 | Owen Reed | Clean Water Fund | $100.00 | Stripe | Paid |
Comparison
Default Charitable admin vs SleekView
Default Charitable admin
- Donation list view shows fixed columns only
- No quick way to compare campaigns side-by-side
- Cannot edit donor info or status from the list
- Filtering by campaign or gateway means rebuilding the URL
- No saved views for end-of-month reporting
SleekView
- Add donor email, campaign, and gateway as configurable columns
- Edit donation status and notes inline without leaving the list
- Save views like Recurring active or Failed payments this week
- Filter by campaign, gateway, or amount range instantly
- Bulk update donations during campaign close-out
Features
What SleekView gives you for Charitable
Sort by campaign total
Rank campaigns and individual donations by amount or date to spot top performers. A saved sort on amount descending surfaces major gifts before the next campaign update goes out.
Filter by gateway
Isolate Stripe, PayPal, or offline donations for reconciliation in a single click. Pair the filter with a date range to match the bookkeeping period without exporting raw CSV.
Edit donor info inline
Fix typos in donor names, emails, or tribute messages without opening each record. Inline edits write to the same Charitable meta keys the public donor profile reads from.
Audience
Who uses SleekView for Charitable
Nonprofit operators
See live campaign progress and reconcile failed payments in one grid. The saved Failed payments view becomes the recurring Monday morning task that closes the loop with donors.
Donor stewards
Find repeat donors, lapsed givers, and high-value supporters from the same view. Group by donor email to see history without exporting and pivoting.
Support staff
Locate a donation by email or amount in seconds when a donor writes in. Inline note-taking captures the conversation outcome on the donation row itself.
The bigger picture
Why small nonprofits need a real donations grid
Small nonprofits run lean — a single coordinator often handles fundraising operations, donor stewardship, and finance reconciliation. That makes data friction expensive. Charitable captures the right data, but its CPT-plus-meta storage means the most useful fields — donor email, campaign, gateway, recurring status — never reach the donation list view.
The usual coping mechanism is a spreadsheet exported once a week, which works until the next giving day when totals change by the hour and the spreadsheet is already stale. A real admin grid keeps the operations layer in wp-admin, where the donation form, the gateway settings, and the campaign templates already live. Saved views become the recurring rituals of the role: failed payments every Monday, campaign reconciliation at month end, recurring donors at risk every quarter.
The result is less context switching, fewer stale spreadsheets, and a clearer line between the donation that came in and the action the team needs to take on it.
Questions
Common questions about SleekView for Charitable
Yes. Donation and campaign meta keys registered by Charitable — and any keys added by add-ons — are exposed as columns and filters. Once a key is promoted, it behaves like any other column: sort, filter, group, or include in saved views and CSV exports.
 Yes. Inline edits update the same fields Charitable writes through its admin screens, so the post status changes, the campaign progress recalculates, and any hooks Charitable fires on save run normally.
 Yes. SleekView reads the canonical post and meta values that Charitable uses for its reports. The same source means the same numbers — campaign progress, total raised, gift count — match between the SleekView grid and the official Charitable dashboard.
 Yes. Build views grouped by campaign and save them for repeat use. Filter to a specific campaign for daily review, or group by campaign with totals for an end-of-month executive snapshot.
 Yes. With the Charitable Recurring add-on active, recurring donation fields — frequency, next renewal, status — appear as columns and filters. Saved views can isolate at-risk recurring donors or upcoming renewals for a stewardship reach-out.
 Yes. Any view exports to CSV with the columns and filters you have configured. Saved views are particularly useful for recurring exports — set the column set once, and finance downloads the same layout every month without re-creating it.
 Yes. Add-ons that store their data as donation post meta — fee coverage, receipt status, tax-deductible flags — surface as additional columns once promoted. SleekView reads the underlying meta, so add-on configuration is picked up automatically.
 
All grid work happens inside wp-admin and SleekView paginates server-side, so visitor-facing campaign pages and donation forms are unaffected. Even on a modest hosting plan the grid stays fast because it requests one page of donations at a time, not the whole table.
Pricing
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