The Contribution Search form allows you to locate contributions and receipts using a variety of filters. By default, the Fund Type dropdown is set to Contribution, but you can change this at any time before running your search.
Below is a breakdown of the available search options:
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Find Contributor – Opens the advanced search window to look up individuals or organizations.
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Attribute – Click Select to choose from your existing contribution attributes.
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Date – Choose a date type (e.g., received date, posted date), then enter a specific date range.
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Type/Sub Type – Filter by payment method (e.g., ACH, Credit Card, Check, Cash).
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Fund/Sub Fund – Select one or more funds or sub funds to narrow your search.
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Fund Type – Choose between All, Contribution, or Receipt to filter based on the nature of the transaction (donation vs. non-tax-deductible payment).
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Batch Name – Enter the name of a batch to search by batch.
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Reference – When the Type is set to Check, this field becomes available to search by check number.
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Amount – Enter a specific amount or a range to filter results.
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To Be Thanked – Check this box to find individuals who have opted to receive thank-you letters.
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