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Filter Donation Data

Within the Transactions and Entries tab, you may use the Filter menu to sort donations data by date, page, contact details, and more!

Apply Filters​

To apply a filter to your data:

  1. Click the Filter button
  2. Enter the data points you would like to filter by
  3. Click Apply Filters
  4. Click X in the upper right corner to hide the Filter menu
  5. Click Clear Filters to start a new search
note

Once you click Apply Filters once, you can close the Filter menu. The filter has been applied successfully.

Filter Fields​

Pages​

  • All Pages: All pages will be included in the filtered data
  • Include Pages: Select the pages you would like to include in your filtered data
  • Exclude Pages: Select the pages you would like excludes from your filtered data

Status​

  • Pending, Processing, Declined, and Settling are automatically excluded from the data that appears in your list of Transactions. You can enable these Status fields to view unsuccessful transactions. For further information regarding a failed donation, please contact our team here .

Tags​

  • Match Any: By selecting Match Any, any transaction that was processed through a page including the selected tags will be applied to the filter.
  • Match All: By selecting Match All, only transactions that have been processed through pages with all matching tags will be pulled with the filter.

Transfer​

  • Transfer ID: Locate the transfer ID on the Finance > Transfers tab

Show Recurring​

  • Filter by recurring commitments

Transaction Type (Entries only)​

  • Donations: Filter by donation records only
  • Withdrawals: Filter by transfers
  • Credits and Fees: Filter by chargeback and ACH return fees