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CLICK FOR STEP BY STEP INSTRUCTIONS
  1. Go to: any option that requires a search (People >> Search).
  2. In the ‘Module and Status Filters’ section, select the desired statuses to include in the search.
  3. Optional: In the ‘Communications Filters’ section, select the desired option. Settings are broken down into three categories (email, mobile email and text messaging).
  4. Click the [Add Search Criteria] button to add other options to your search.
  5. From the Search Type drop list, select what you would like to search for (in this example we will select ‘Donations’).
  6. Click on ‘Donated greater than or equal to’ and enter a value
  7. Enter a date or date range.

 

  1. Select all of the donation programs, sources and types.
  2. Click the [Add and Go] button to run your search.