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Filter Material Donation Item Distributions

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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 Donation Items" button. You will see the pink "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 "Advanced Search & Filter" button...

 

 

 

The "Advanced Search/Filter" 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.