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:
|
Individual transaction amount | Amount of transaction. |
Transaction date | Date of transaction. |
Payment type | This can be:
|
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 | Federal Election Commission transaction type. This can be:
|
Fundraiser | The person who raised this money from the donor or referred them to donate. |
File first imported from | The filename of the file the donation was imported from. |
Split off a larger donation | A was/was not option for whether the donation being entered was split from a larger one. |
Corporate contribution | An is/is not option for whether the donor checked the Corporate contribution box on the donation page. |
Donated on page (slug) | Slug of the page where the donation was made. |
Donated from mailing (slug) | Slug of the email blast that the donation was made from. |
Donation check number | Check number by which the donation was paid. |
Donation election cycle | Election cycle during which donation was received. |
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 | This can be:
*Installments are only available in nations that have third-party payment processors connected. See this article for more information on third-party processors. |
Recurring donation status | This can be:
*Failing is the status when one or more monthly payments have failed. Failed becomes the status once 5 attempts have been made and all have failed. |
Expenditures
Criteria name | Description |
Finance type | Options here are:
|
Transfer |
|
Supported person or organization |
|
Opposed person or organization |
|
Expenditure check number | Check number used to pay expenditure |
Expenditure election cycle | Election cycle during which expenditure was made. |
Expenditure election period | Election period during which expenditure was made. |
Expenditure tracking code | Tracking code assigned to the expenditure. |
Invoices*
Invoices are only available on older accounts that are still using 3rd party processors
Criteria name | Description |
Amount paid | Amount of the invoice paid. |
Amount disclosed |
|
Amount subsidized | Amount of invoice that was subsidized. |
Invoice name | Name of person invoiced |
Company name | Name of company being invoiced |
Reference |
|
Status |
|
Days to pay | Number of days given to pay invoice. |
Closed date | Date the invoice was paid/closed. |
Sent date | Date invoice sent. |
Start of period | Day the invoice period starts/started |
End of period | Day the invoice period ends/ended |
Related HOWTOs
How to target people
Filter categories
How to use relative date ranges in filters
How to target households