The Donations feature in Raise More makes it easy to view, track and filter all contributions including recurring ones in an organized place. Users can see important information such as the donor name, donation amount, and date of contribution in a clean and organized layout.
The section also offers filtering options that let users quickly sort through donations based on different criteria. This helps users find specific donations without needing to scroll through the entire list. The Donations section provides a simple and efficient way to keep track of fundraising efforts and monitor campaign results over time.
To get to the Donations page, simply click Donations in the left pane. The default view shows a list of all donations. Each row represents a donation, while columns show important information related to a donation including:
Date of Donation
First Name
Last Name
Amount
Receipt ID
AB Refcode
Fundraising Page
Line Item ID
Disbursement ID
Card Type
Date Imported
The blue Filter button in the top right allows you to filter donations based on a variety of filters including:
Amount
Date of donation
Date imported
Ref code
Ref code 2
Is recurring?
Donor full name
Donor first name
Donor last name
Each filter can be further customized, allowing you to filter just the right donations. Each filter includes flexible sub-filters, such as :
Date filters : on, before, after, is not empty, etc.
Amount filters : greater than, equal to, not equal to, is empty, and more
For example, if you want to filter donations based on a date, you can use [on, not on, before, on or before, after, on or after and is not empty]. Similarly, when filtering by donation amount, you can use a variety of sub-filters, including [greater than or equal to, equal to, not equal to, less than, less than or equal to, greater than, is empty and is not empty]. These sub-filters provide a lot of flexibility when searching for specific donations, which is especially helpful when filtering a large pool of donations.