You can save a dynamic list of transaction for easy reporting and progress tracking. Once you create your segment with your desired filters, you can save the list - Now you, or anyone on your team, will be able to access that list.
To Save a Transaction Report:
1. First add your desired filters.
2. From the transaction report, give your list a name. Then, click the Actions menu and select Save Dynamic List.
(Make sure you give your list a name that is clear to other members of your team!)
3. Access your new list by clicking Lists in the top navigation bar.
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Saved Lists are dynamic!
That means your list is based on the filters you set, and the number of supporters in a list can change with transaction activity. This is incredibly helpful for reporting and goal tracking.
Now, let's automate this report!
You can be notified each time a new transaction enters this list! We call these Automated Tasks. It's supporter management, turned up to eleven.
Saved Donation Lists ideas we 💖
- Donations over $500 - It's always a good idea to have a few list that are based on the amount of a donation. This will enable you to create a task automation to automatically assign donors to a portfolio based on a donation amount!
- Failed Donations - Well actually, we don't love this list, but it is very helpful! If a donation is on this list, you'll want to follow up with the donor.
- Donations by URL - Want to see how your newest campaign page is performing? Just create a report filtered by the URL of the page!
- Donations by Allocation - See where donors are allocating their gifts and manage project specific funding.