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

Variable
NationBuilder ID
Transaction type
Individual transaction amount
Transaction date
Payment type
Added by (person)

Donations

Variable
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
Donation type
Recurring donation status

Expenditures

Variable
Finance type
Transfer
Supported person or organization
Opposed person or organization
Expenditure check number
Expenditure election cycle
Expenditure election period
Expenditure tracking code

Invoices

Variable
Amount paid
Amount disclosed
Amount subsidized
Invoice name
Company name
Reference
Status
Days to pay
Closed date
Sent date
Start of period
End of period

Related HOWTOs

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

Did this answer your question?