Donations Transaction Filtering by Payment Method and Designation

Summary

The latest update to the Donations app enhances the Advanced Filter pane in the Donations > Transactions view for administrators.

With this release, admins can now filter donation transactions by:

• Payment Method

• Gift Designation

This update helps nonprofits quickly segment and review donations by how gifts were made and where they were designated. Admins can easily reconcile transactions, answer finance and development questions, and spot trends across campaigns or payment types—saving time and improving reporting accuracy.

Happy Soapboxing!

Highlights

1. New donation transaction filters by payment method and gift designation

How-To Articles

1. View, search, and export transaction data in the Donations app