You can filter donation records based on a date range. The default date range will be 30 days, but you can change the date range based on what donation records you would like to see.

Statuses

The statuses that you can filter are the following:

Waiting for Donor
Match Initiated
Pending Payment
Match Complete
Unknown Employer
Ineligible Eligibility

For more information on donor statuses, view this article.

To filter out donation records based on their status, uncheck the status that you don't want to include so the donation records of the checked statuses only appear.

The statuses you have selected will be visible below the search bar. You can remove a status by clicking on the ‘X’ next to the status.

Eligibility

To filter donation records based on eligibility, check the eligibility type you'd like to include. The eligibility types are as follows:

Match Eligible
Volunteer Grant Eligible
Forms Available
Donor Submitted

These eligibility types correspond to the insights in the company and status columns. For more information about Insights, view this article.

The eligibility types you have selected will be visible below the search bar. You can remove an eligibility type by clicking on the ‘X’ next to the type.

Sorting Donation Records

You can sort donation records based on the following:

Date
First and Last Name
Amount
Email
Campaign
Phone Number
Identifier

To sort these columns, you can click on the up or down arrow next to the column title:

Simple Search vs. Advanced Search

There are two available search mechanisms in the matching module Donations tab:

Simple Search: Enter your search query, and Simple Search will scan for that string of characters across all searchable columns in the Donations table.
Advanced Search: Select which searchable column you would like to scan for your search query and then enter your search query, and Advanced Search will scan for that string of characters in just the column you indicated. You can combine Advanced Searches to create a more narrow query.

Tip! Most Double the Donation clients use Simple Search for a vast majority of their search queries. Advanced Search tends to be used by organizations with a large volume of donation records or with highly specific search queries.

Advanced Search

To access the Advanced Search, select 'Switch to Advanced Search.'

With the Advanced Search, you can access the following searchable columns:

Name
Email
Company
Campaign
Vendor
Identifier

To create a more narrow query, you can combine Advanced Searches. If you use more than one of the search fields, the matching module adds an "and" statement between the search fields. In the example below, donation records will appear where the campaign name is Cat Rescue Club AND the company name is Home Depot.

Navigating through Donation Records

Within your donations tab, you can sort donation records so you see 25, 100, or 250 donation records at a time. You can do this by scrolling to the bottom of the donation records page and looking to the left-hand corner. Select the number of entries you’d like to see.

You can sort through donation records by moving from different pages. You can do this by scrolling to the bottom of the donation records page and looking to the right-hand corner. Select the page you’d like to move to to view different donation records.