Filter, View and Export Giving Transactions and Designations

  1. Open “Contributions”.
  2. The first tab reveals a data grid of all giving transactions. A transaction is the total amount given, and every transaction has at least one designation but can also have many designations.
  3. The second tab reveals a data grid of all “Campaign” designations. This tab helps you see a granular view of what is being given to, one designation at a time.
  4. In either grid, use the Menu/Search bar on the left to filter the data set as desired. Don’t forget you can also add/remove data columns and drag and drop the columns to be presented in your desired order.
  5. If desired, click the “Export as CSV” button at the bottom.

Modified on Tue, 19 Sep 2023 at 01:48 PM

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Make sure these features are added to your Site Stacker installation by learning how to run updates here!