The total count of donors and dollar amount to the left of your filters is calculating based off the filters you have applied.

1) To access your donation reporting, click Donations in the Sidebar menu.
2) To add a filter, click + add filter.

2) Click Filter by and select the type of filter you want to apply. Enter your filter parameters and then click Apply.

A few example segments you can easily create with filters:

  • Donations over $500
  • Donations today, this week, month, year
  • Recurring donations
  • Donation URL
  • Donation Allocation
  • Donation Tag

Donation Filters:

  • Amount
  • FormĀ 
  • URL
  • Allocation
  • Magic Date
  • Date
  • Recurring
  • Recurring Sequence
  • Offline
  • Status
  • Company Match
  • Tag
  • Operations Tip
  • Email
  • Donor
  • Donor First Name
  • Donor Last Name
  • Donor Institution Category
  • Donor Institution Name
  • Has Memo
  • Imported
  • Note
  • Payment Method

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