The Pledge 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 pledges, based on your selected criteria.
As an example, if you wanted to know how many pledges you received
as a result of your "New Year's Pledge Campaign", you could select
"New Year's Pledge Campaign" from the Associated Campaign 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 pledges received as a result of your
"New Year's Pledge Campaign." The list has also changed, and displays
only pledges received as a result of your "New Year's Pledge
To get started, select Donations and Grants > Pledges - from the main menu on the left hand side.
This will open your list of pledges. To filter the list, click the "Filter List"
The Filter List panel
will open above the pledge 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. Pledges can be filtered by:
- Donor ID
- Team Member Who Solicited
- Associated Campaign
- Donation Category
- Donor Type
- Donor Level
- Is Converted To Donation
- Date of Pledge Date Range
- Donation Amount ($) Range
Click the "Filter List" button and the list will display
only the pledges 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.