Filtering Donation Records
You have the ability to filter donation records based on the following:
- Date Range
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.
The statuses that you can filter are the following:
- Waiting for Donor
- Match Submitted
- Pending Payment
- Match Complete
- Unknown Employer
- Ineligible Eligibility
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.
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
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 have the ability to sort donation records based on the following:
- First and Last Name
- Phone Number
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 360MatchPro Donations tab:
- Simple Search: Enter in 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 360MatchPro 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.
To access the Advanced Search, select 'Switch to Advanced Search.'