- Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
- In the “Module and Status, Communication and Group Filters” sections, choose what you would like to include in the search
- Click the [Add Search Criteria] button
- Search Type: Select “Donations” from the dropdown list
- Select Amount:
- Did not donate
- Donated less than or equal to: enter the maximum donation amount
- Donated greater than or equal to: enter the minimum donation amount
- Donated between: enter the amounts for the range of donation
- For donations that are: Optional: Enter a date to search for the Donations On or After or On or Before a specific date. If you enter a date for both, you can search for the Donations within a date range
- You can either search by entering exact dates or by using dynamic dates
- For the following donation programs: Select whether to consider only “Active” Programs (default), “Inactive” activities or “Don’t Filter”
- Optional: Select the desired donation program(s) by checking the appropriate box(es) or check the “Select All” box to choose all donation Programs
- For the following donation sources: Select whether to consider only “Active” Sources (default), “Inactive” activities or “Don’t Filter”
- Optional: Select the desired donation source(s) by checking the appropriate box(es) or check the “Select All” box to choose all donation Sources
- For the following donation types: Select whether to consider only “Active” Types (default), “Inactive” activities or “Don’t Filter”
- Optional: Select the desired donation type(s) by checking the appropriate box(es) or check the “Select All” box to choose all donation Types
- Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search
Note: If you are running this search at the Enterprise level, you will not be able to include Donation Programs, Sources or Types in your search criteria.