The Fiscal Donation List 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 fiscal donations, based on your selected
As an example, if you wanted to know how many fiscal donations you
received as a result of your "Spring Campaign", you could select
"Spring Campaign" from the Campaign
drop-down list. Click the "Filter List" button. You will see the total records label above the list has changed
and gives a total count of all donations received as a result of your
"Spring Campaign". The list has also changed, and displays only
donations received as a result of your "Spring Campaign".
To get started, select Donations and Grants > Fiscal Donations - from the main menu on the left hand side.
This will open the list of all you fiscal donations. To filter the list, click the "Filter List"
The Filter List panel
will open above the donation list...
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items 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
- Is in the General Ledger
- Deposit/Checking Account
- Associated Campaign
- Payment Type
- Payment Point of Entry
- Associated Event
- Was Thank You Note Sent
- Donation Date Range
- Donation Amount ($) Range
Click the "Filter List" button and the list will display
only the donations that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
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 its original state.