Classification Codes, Working with Donation Categories

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Donations can be classified using donation categories. Donation categories are considered a classification code. Argenta comes loaded with common donation categories to help you get started, but you can change them at any time. You can add or delete any donation category by selecting  Classification Codes  from the Argenta dashboard on the left hand side of the screen.



This will bring you into the complete listing of all the customizable classification codes within Argenta.  From here you will select "Donation Categories."
 
 
 
 
This will bring you into the Donation Categories complete listing.  From here you will select "Add New."
 
 
 
 
This will bring you to the Add A New Donation Category screen where you will select a name for your new category. 
 
 
 
 
 
 
Once completed, click "Add This Classification Code" and your new category will be added to the list. This will close this screen and return you to the complete category listing.

 

View The Total Number Of Records
Above every list is a records number that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items.

 

Search The List
All classification code lists can be searched by the code’s title. Enter the title of the code you are looking for into the search field to search the list.

 

Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every List in Argenta had an “Export To Excel” button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.

To Remove A Donation Category
In the donation category list, click the corresponding “Delete” button to remove the donation category from Argenta. Donation categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the donation category because it has been used to classify a Donation. If you still want to delete it, you can find the Donations associated with it by filtering the Donation list, reclassifying all associated Donations, then trying again to delete it.