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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Shortcuts

Move through your dashboard twice as fast with one shortcut ⚡

Press Cmd+K (Mac) or Ctrl+K (Windows) anywhere in the dashboard to open the Command Shortcut. From one search bar, you can jump to any page or tab, switch programs, filter your data, or open a record straight from an ID in your clipboard.

Everything is keyboard-driven. Type to search, arrow up and down to move, and press Enter to run. Press Esc to close.

Filtering your data

When you're on a resource page like Donations, shortcuts become a filter builder or tab navigator.

  • Example 1: Search “DAF” or type in the name of the DAF provider to filter donations by a specific DAF organization directly.

  • Example 2: Filter by dollar amount fields or payment status by typing in the filter value (like “300” or “Received In Chariot”).

Type 'Filter' to see every field you can filter on, then select a value.

Jump straight to a record

Paste an identifier into the Shortcut menu and Chariot will recognize it and take you directly to the record. No navigating to the table, opening filters, and searching by ID. Shortcuts accept the following identifiers:

  • Chariot IDs (i.e., Donations, Deposits)

  • Organization EINs

  • DAF Check Numbers

  • Donor Email Address

More use cases

  • Select 'Copy link to this page' to grab the current URL to quickly send to your team

  • Donor asking about their gift? Paste their email address into the search bar to quickly find their historical donations

  • Navigate to a nonprofit page by typing in their EIN

  • Forget how to navigate to a specific page? Just search for it.

FAQs

Where can I see everything that Shortcuts can do?

Open it with Cmd+K (Mac) or Ctrl+K (Windows) and scroll through.

Why don't I see filter options?

Filters only appear when you're on a resource page such as Donations, Deposits, or Disbursements. Navigate to the table first, then reopen Shortcuts.

Why don't I see one of my views?

Views are scoped to the program you're currently in. Switch programs from Shortcuts and your views for that program will appear.

Cmd+K isn't opening Shortcuts.

Some browser extensions claim the same shortcut. Try disabling extensions one at a time, or open the Shortcuts in an incognito window to confirm the conflict.

Can't find what you're looking for? Reach out anytime at support@givechariot.com.

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