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:
Click the Filter button
Enter the data points you would like to filter by
Click Apply Filters
Click X in the upper right corner to hide the Filter menu
Click Clear Filters to start a new search
Note: Once you have clicked 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