Finance filter terms listed by category

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	This is the unique ID that all records get when they are first entered into your database.
Transaction type	This can be: Donation Expenditure Expenditure refund Invoice
Individual transaction amount	Amount of transaction.
Transaction date	Date of transaction.
Payment type	This can be: Cash, Check EFT In-kind Credit/debit card Money order Wire transfer Square ActBlue Apple Pay Google Pay Customer credit Square Customer credit Prepaid Other
Added by (person	When the transaction is manually added by a control panel user, their name is listed as the "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