PSFS Offering - Batches: How to apply column filters to a list

How to apply column filters to a list

Offering's column headings have built-in filters that can help you quickly find specific records in a list. By using the filters–either singly or in combination–you can control the list view so that you see only what you want to see. You can filter a list on one column (criterion) or further refine your list by filtering on several columns (several criteria). Filters are additive, which means that each time you add a filter, the search results are further narrowed down to display only the items that meet all filter criteria.

There are two types of column filters:

● Dropdown lists

● Text fields

Working with Dropdown List Filters

Working with Text Field Filters

Working with Multiple Filters

Clearing the Filters


Working with Dropdown List Filters

Filter dropdown lists enable you to filter information by selecting a specific value for a column. These filters have a small arrow that appears to the right of the column header. When you click the arrow, a list of values is displayed, enabling you to select one to use as the filter.

The Status column filter on the Batch Management page is an example of a dropdown list filter. As shown in the following illustration, this filter has three values: Open, Closed, or Both.

When you select a value from the dropdown list, the application filters the content and displays a select group of records that match the value you selected. Using the Batch Management page example, if you select Closed from the Status dropdown list, the updated list shows you closed batches only:


Working with Text Field Filters

The other type of column filter consists of a field below the header where you can enter text. The list is filtered on the text that you put in the column header field. For example if you know the donor's full name (or part of the name), you can enter this information in the Name field.

In the following example from the Contribution List page, the list is filtered on the information entered in the Name column.


Working with Multiple Filters

You can apply filtering to multiple columns to further narrow down a list of results. To do this, select a value or enter text in the first column you want to filter on. The list updates to match your filter criteria. Repeat this step again until you have the list you want.

For example, suppose you want to view all tax deductible funds with date range between April 15, 2012 and April 15, 2013. To view funds matching this criteria, on the Fund Management page, select a date range using the Start Date and End Date filters, and select Yes from the Tax Deductibledropdown list to produce results similar to the following:


Clearing the Filters

To clear the filters, select the contents in each column header's text field, and then press Delete on your keyboard.

The original, unfiltered list is restored.

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