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Searching by Donations
Updated over 2 months ago
  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)

  2. In the “Module and Status, Communication and Group Filters” sections, choose what you would like to include in the search

  3. Click the [Add Search Criteria] button

  4. Search Type: Select “Donations” from the dropdown list

  5. Select Amount:

    • Donated greater than or equal to: enter the minimum donation amount

    • Donated between: enter the amounts for the range of donation

    • Donated less than or equal to: enter the maximum donation amount

    • Did not donate

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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.


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