Select Transactions to Display Window

This window allows you to limit the types of transactions you see in the Details tab of the Donor Giving Summary Information window.

Normally the Details tab will display ALL transactions for a donor's giving. If you want to filter out certain transactions from that tab, choose Filter Transactions from the right-click or Options menu. Indicate some or all of the criteria on this window to filter transactions, and then click OK.

Columns

Category

To

 

Indicate a range of gift categories by typing in or selecting a value in both the Category and To columns.

Date

To

 

Type the dates specifying a range with the oldest date in the left column (from) and the most recent date in the right column (to). Any transactions between the two dates (and including them) are displayed.

Relation

To

 

Indicate the constituency codes you wish to display.

Soft Credit

 

Select the radio button specifying which type of transactions you wish to display:

·       Yes to show only soft credit transactions

·       No to display only hard credit transactions

·       Both to display both soft and hard credit

Transaction Types

 

Indicate whether you will limit transactions shown by Gift Class as follows:

·       All includes pledges, planned or deferred gifts, matching gifts, and payments.

·       Payments Only includes only cash, non-cash, deferred payments, pledge payments, and matching payments.

How To

Perform a Giving Inquiry