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

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