Donations Views Item

The Donations dashboard displays each Donation's date, account, donation amount, supporter, and campaign names.

Filters

Campaign Selection

By default, you will see all donations for every campaign. Selecting the option will bring down a drop-down menu where you may search by campaign name, code, or by ID. Archived campaigns will show up in a grey font with a little archive box icon next to their name.

Date Range Selection

By default, the setting will be set for a range that includes all possible dates. You can modify this date range on the calendar or by selecting the relative dates like yesterday, this week, and this year.

Statuses Selection

You may review the different types of transaction Status like "Success" or "Failed" by clicking on the All Statuses option.

More Filters

Clicking the More Filters button will display additional options that can help you narrow down your criteria even further.

The additional filters include the following.

  • All supporters names search fields
  • Type of transactions which are One Time or Monthly
  • Designations listed by name or searchable by name, code, or ID
  • Payment type (Credit Card, Apple Pay, Google Pay, PayPal, ACH, Plaid, and Click To Play)
  • P2P Fundraiser
  • Tribute checkbox
  • Comment checkbox
  • Employer checkbox