Filter Fundraising Campaigns

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The Fundraising Campaigns 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 campaigns based on your selected criteria.
 
As an example, if you want to know how many campaigns you have done for a specific campaign category, you could select a "Campaign Category" from the drop down list. Click the "Filter List" button. You will see the total records label above the list gives you a count of the campaign categories you selected. The list has also changed, and displays only the categories you selected.
 
To get started, select Donations and Grants > Fundraising Campaigns - from the main menu on the left hand side.
 
 
This will open the Campaign screen. From here click the "Filter List" button.
 
 
This opens the filter panel...
 
 
Choose criteria to filter the list.  Use as many of the criteria items as needed. Choose one or may criteria depending on how you would like to narrow your results. Fundraising Campaigns can be filtered by:
  • Campaign Type
  • Campaign Category
  • Department/Chapter
  • Status Codes
  • Campaign Owner (Team Member ID)
  • Campaign Run Date Range
After selecting the desired criteria, click the "Filter List" button and the list will display only the events that meet the selected criteria.