The Donations tab in a person’s profile, and the “Manage Donations” section in the People >> Donors sidebar menu, enable you to filter for specific sets of donations based on the following filtering options:
- Amount: Enter a “From” (minimum) and/or “To” (maximum) donation amount
- Entering a “From” amount only enables you to search for donations greater than or equal to that amount
- Entering a “To” amount only enables you to search for donations less than or equal to that amount
- Entering both a “From” and “To” amount enables you to search for donations between the two amounts
- Donation Date: Enter a “From” (minimum) and/or “To” (maximum) donation date
- Entering a “From” date only enables you to search for donations on or after that date
- Entering a “To” date only enables you to search for donations on or before that date
- Entering both a “From” and “To” date enables you to search for donations between the two date
- Donation Programs: You can select all active programs or click the [+] button to display and select the desired program(s)
- Donation Sources: You can select all active sources or click the [+] button to display and select the desired source(s)
- Donation Types: You can select all types or click the [+] button to display and select the desired type(s)
- Service: Select the service that was used to created the donation (Stripe or PayPal)
- Frequency: Select “One Time Donations Only”, “Subscription Donations Only” or Don’t Filter
- Sort By: Select the desired sort criteria from the dropdown list (donation date ascending/descending, donation amount ascending/descending and last name, first name)
- Page Size: Select the desired page size from the dropdown list (25, 50, 100)
Once you have set your desired filters, click the [Search] button.