Finance filtering

Use the filter button and search by any of the criteria available in the People section, or the criteria listed below. When you filter in the Finances area you will see a running total of all the listed transactions. A filter will show you the running total of transactions from that filter. 

Filter categories

General

Criteria name

Description

NationBuilder ID

Transaction type

Individual transaction amount

Transaction date

Payment type

Added by (person

Donations

Criteria name

Description

Credit card authorization

Donation NGP ISD

FEC type

Fundraiser

File first imported from

Split off a larger donation

Corporate contribution

Donated on page (slug)

Donated from mailing (slug)

Donation check number

Donation election cycle

Donation tracking code

Will filter for each signup as a whole when excluding a tracking code. So, if you filter for tracking code is 'not A' it will exclude all donors who have donations with other tracking codes and donations without any tracking code.

Donation type

Recurring donation status

Expenditures

Criteria name

Description

Finance type

Transfer

Supported person or organization

Opposed person or organization

Expenditure check number

Expenditure election cycle

Expenditure election period

Expenditure tracking code

Invoices

Criteria name

Description

Amount paid

Amount disclosed

Amount subsidized

Invoice name

Company name

Reference

Status

All, Pending, Active, Canceled, Completed, Failed

Days to pay

Closed date

Sent date

Start of period

End of period

How to target people
Filter categories
How to use relative date ranges in filters
How to target households

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