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How do I create a filter on Bonterra Payments transactions made within a specific date range?
How do I create a filter on Bonterra Payments transactions made within a specific date range?
Updated over 3 months ago

How to Create a Filter for Transactions via Bonterra Payments Within a Specific Date Range

If you want to report on a specific date range, you're going to need to add two more conditions to the filter you just created.

First, click the option to "Add a Condition". You'll want to click this twice, to add two new row of available drop-down options.


For the first drop-down field on this third set of options, please select "Donation Date".

Then, select the option for "greater than or equal to" from the second drop-down field. The third field should now allow you to select the first (or earliest) date within that date range.

For the first drop-down field on the final set of options, please select "Donation Date". (Yes, you're selecting it again!)

Then, select the option for "less than or equal to" from the second drop-down field. You can then select the last (or latest) date within that date range for the third field.

For example, if you wanted to report on all transactions from February 1st through February 5th, the two additional fields should look like this:

We also highly recommend saving this filter if your organization will frequently be reporting on this data. You can do so by clicking the option to "Save Filter" in the filter creation box.

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