Your donations can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of donations, based on your selected criteria.
As an example, if you wanted to know how many donations you have received towards Online Giving, you could select "Online Giving" from the Donation Category drop-down list. Click the "Filter List" button. You will see the total records label above the list has changed and gives you a total count of all your online giving donations. The list has also changed, and displays only online giving donations.
To get started, select Donations and Grants > Fiscal Donations - from the main menu on the left hand side.
To filter your fiscal donations, click the "Filter List" button.
This will open the Filter Panel...
Choose criteria to filter the list. Use as many of the criteria items as needed. Choose one or many criteria depending on how you would like to narrow your results. Fiscal Donations can be filtered by:
- Donor ID
- Donation Codes
- Donation Type
- Donation Category
- Donor Category
- Donor type
- Donor Level
- If the Donation is in the General Ledger
- Deposit/Checking Account
- Associated Campaign
- Payment Type
- Payment Point of Entry
- Associated Event
- Thank you Sent
- Donation Date Range
- Donation Amount Range
After selecting the desired criteria, click the "Filter List" button and the list will display only the donations that meet the selected criteria.
You can also save your filters, to use again at a later time. After you filter the list, open the filters menu by clicking the
icon in the filter box. When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved. To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to it's original state.