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

Filters

Date range selection

By default, all donations will be shown from all dates. You can create a date range on the calendar, or select a pre-set timeframe such as “Yesterday”, “Last 7 days”, and “This year”.

Account selection

If your account contains subaccounts, you can filter here and see donations by the subaccount they were made to.

Campaign selection

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

Element selection

View donations by the invidual Element they were made through — for example, if you have a Sticky Button on your website home page, you can see here exactly which donations came via that Element.

Source selection

Each donation always comes from one of 5 possible sources. If the donation is from a recurring donation plan, the source shows where exactly the first installment in that plan was made.

• Checkout modal: if the donation was made through any one of your Campaign’s Checkout modals.
• Campaign Page: if the donation was made through any one of your Campaign Pages.
• Virtual Terminal: if the donation was processed through the Virtual Terminal from within the Dashboard.
• P2P Fundraiser: for any donations that were made via a P2P fundraiser.
• Recurring migration: these are donations that exist within a Recurring donation plan that was migrated over to Fundraise Up from another system.

Status 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