IO List - Contributions: How to get a list of contributions for a date span and/or minimum or maximum amount sorted by one of several fields

How to get a list of contributions for a date span and/or minimum and/or maximum amount sorted by one of several fields by ascending or descending value

  1. Go to the Contributions page.
    • Using the Navigator Bar, select Contributions.
      -or-
    • Using the Contributions Card, select from Today, Week, Month, or Year. Please note the bullets below the image on choosing a timeframe.
      Nav_to_Contributions.png
  2. Set up the panel on the right with your selections (1) then click the filter button. Then use the export button to create a report (2).
    Filter_Panel.png
    • Date Span: You may enter the date span of your choice.
    • Sort Feld: You may sort by any of the following fields: Batch Name, Posting Date, Fund Name, Amount, Family ID, Member ID, or Contribution ID.
    • Sort Order: You may sort in Ascending or Descending order.
    • Note that farther down the filter panel are fields for 'Minimum Amount' and 'Maximum Amount.' Add data to these fields if you want to further limit your report output to contributions according to the amount given. You may enter a minimum amount, a maximum amount, or both.
  3. Once you activate the filter selections using the filter button and then click the export button, you will get a choice between 'Contributions Entered Today' or Contribution Export. If you are not reporting on today's entries, choose the second option.
    Export_todays_or_filtered.png
  4. You may export the report to Excel or PDF.
    excel_or_pdf.png
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