Sorting and Filtering Donation Records

Sorting and Filtering Donation Records

Within your 360MatchPro account portal, you have the ability to sort and filter donation records to narrow down the exact data that you are looking for. 

Filtering Donation Records

You have the ability to filter donation records based on the following: 
  1. Date Range
  2. Statuses
  3. Eligibility 
  4. Campaign 




Date Range

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

Statuses

The statuses that you can filter are the following:
  1. Waiting for Donor
  2. Match Submitted 
  3. Pending Payment
  4. Match Complete
  5. Unknown Employer
  6. 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. 





Eligibility

To filter donation records based on eligibility, check the eligibility you'd like to include. The eligibility type is as follows: 
  1. Match Eligible 
  2. Volunteer Grant Eligible 
  3. Forms Available
These eligibility types correspond to the Insights column. 




Campaigns

You can filter donation records based on a campaign name. Under the campaign field, click on the drop-down arrow to choose the campaign or campaigns you'd like to include. 



Select the campaign name you'd like to select. For this example "Cat Rescue Club" was selected and you can see that all donation records with "Cat Rescue Club" in Campaign column are now showing.



Sorting Donation Records 

You have the ability to sort donation records based on the following: 
  1. Date
  2. First and last name
  3. Donation amount
  4. Email Address
  5. Phone Number
  6. Company name
  7. Status
  8. Campaign name
  9. Unique Identifier Number 

Date: 

You can sort the donation records'  donation date in ascending or descending order. You can do this by click on the up or down arrow next to the date column title. 



First and Last Name: 

You can sort donation records based on the first or last name in ascending or descending order. You can do this by click on the up or down arrow next to the first name or last name column title. 

 

Below is an example of sorting donation records in ascending order by the first name. 



Donation Amount:

You can sort the donation amount in ascending or descending order. You can do this by clicking on the up or down arrow next to the column of the email title. 


Email address: 

You can sort the email addresses of donation records in ascending or descending order. You can do this by clicking on the up or down arrow next to the column of the email title. 



Company name

You can sort the company name of donation records in ascending or descending order. You can do this by clicking on the up or down arrow next to the column of the company title. 



Status of the donation record 

You can sort the status of donation records in ascending or descending order. You can do this by clicking on the up or down arrow next to the column of the status title.


Campaign name

You can sort the campaign name of donation records in ascending or descending order. You can do this by clicking on the up or down arrow next to the column of the campaign title.

Unique donation identifier 

You can sort the unique donation identifier of donation records in ascending or descending order. You can do this by clicking on the up or down arrow next to the column of the campaign title.


Navigating through Donation Records


Within your donations tab, you can sort donation records so you see 25, 100, 250, 1,000 or up to 5,000 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 have the ability to 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 in order to view different donation records. 





Training Video: Sort and Filter Records







Training Video: Organize Donation Records








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