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 filter the material donation distribution 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.
Donation distributions can be filtered specifically by the affiliate who distributed the item and/or the date range in which the item was distributed.
Click the "Filter Donation Items" button and the list will display only the items that meet the selected criteria.