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: 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

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: All, Pending, Active, Canceled, Completed, Failed.
  • 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

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