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Filter a Transaction List
Filter a Transaction List

How to add filters to a transaction list. Create transaction reports. Transaction filtering. Find a transaction.

Blake Goldstein avatar
Written by Blake Goldstein
Updated over 2 years ago

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Access Transaction filters

  1. In the Transactions section, add a filter by clicking "add filter".

2. Select the filters you want to apply by accessing the "select an item" drop down menu and click APPLY.

A few example segments you can create with filters:

  • Donations over $500

  • Donations today, this week, month, year

  • Recurring donations

  • Donation URL

  • Donation Allocation

  • Donation Tag

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