The Material Donation Distributions List displays all of the items
donated to your organization that have been distributed to clients, members or
other affiliates. The list can be filtered for a few different reasons. One is
to narrow your results by criteria to find specific records. Another is to give
you a count of items you have distributed, based on your selected criteria.
As an example, if you wanted to know how many donated items have
been distributed by a particular staff member, you could select the staff
member from the Distributed By 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 items distributed by the staff
member you selected. The list has also changed, and displays only items
distributed by that staff member.
To get started, select either Donations and Grants or Materials Management > Material Donations - from the main menu on the left hand side.
This will open your list of material donations. To filter the list, click the
"Filter List" button.
The Filter List panel
will open above the distribution 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. Material Donations can be filtered by:
- Donor ID
- Donor Type
- Donor Level
- Donation Type
- Donation Category
- Received By Team Member
- Associated Campaign
- Associated Event
- Donation Date Range
Click the "Filter List" button and the list will display only the items 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" button.
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 its original state.