The Donations page lets you filter by the date each gift was made. You can narrow to a single day, everything before or after a date, or a start-and-end range.
Open the Donations page
Click Donations in the navigation.
The page shows all donations for your account. Each row includes the donor name, Date of Donation, Amount, and other donation details.
Filter by a date range
Click the Filter button in the top right of the Donations page.
Choose Narrow records. A new filter condition appears.
In the field dropdown for that condition, pick Date of Donation. It is grouped under Donation in the field list.
Choose an operator and enter a date.
To filter to a start-and-end range, add two conditions:
One condition set to on or after with your start date.
A second condition set to on or before with your end date.
To add the second condition, click Filter again and choose Narrow records, then select Date of Donation and the on or before operator.
The list updates immediately. The record count above the table reflects the filtered total.
Date operators
When you filter on Date of Donation, these operators are available:
on for a single exact day
not on
before
on or before
after
on or after
within range for a relative lookback (see below)
is not empty to show only donations that have a date recorded
Quick relative ranges with "within range"
To filter by a rolling window instead of fixed dates, set the operator to within range. These preset lookbacks are available:
1 day
1 week
1 month
3 month
6 month
1 year
For example, within range set to 1 month shows donations from the last month. To filter to an exact start and end date, use on or after plus on or before instead.
Date of Donation vs. Date Imported
There are two date fields on donations:
Date of Donation is when the gift was made. Use this to find donations by when the money came in.
Date Imported is when the record was added to your account, such as when a spreadsheet was imported. Use this only if you are looking for records loaded during a certain period.
Both fields use the same operators listed above.
Sort by date
Click the Date of Donation column header to sort. Click once for ascending order and again for descending. Sorting works alongside any filters you have applied.
Combine a date range with other filters
You can stack more conditions on top of your date range using the same Filter button:
Narrow records adds a condition that must also be true (for example, Amount greater than a value, or a specific Recipient Committee).
Add records widens the results to include rows matching another condition.
Remove records excludes rows matching a condition.
Each condition appears in the filter area and can be changed at any time.