View Donations

The donations list displays a list of donations entered by your organization.  You can sort the list of donations by clicking on the column name.  Clicking the column name again will reverse the sort order.

You can filter (or control what donations are visible in this list) by clicking the filter icon at the top of the list.  Each column will display a field or selector that allows you to limit the donations in the list by the criteria you enter into the filter.  For instance, if you enter “John” in the first name filter field, the list will refresh and the results in the list will only contain donations given by constituents named John.  Clicking the filter icon again will hide the filter options and return the original results of the list.

You can also add a new donation by clicking the plus (+) icon in the upper right corner.

Clicking the View button on a donation row will take you to the donation details.