Advanced Filter: Filter Contacts by donation date
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D
Dave Reckess
I also need to filter contacts by total amount donated in a given time period, and to see total donations within that timeframe. Use case: Trying to make phone calls to everyone who gave $1k+ in 2024. Right now the search results shows their total lifetime giving, not just their 2024 giving, and the contact search yields everyone with $1k+ who has a single transaction in 2024, not whose total is 1k+ in 2024. The opposite direction of searching is also needed, meaning searching for a tag or a group of people, and being able to report out their total giving within the desired timeframe. Use case: Run a report of board members to see their total giving in 2024. These are essential for our year-end reporting and fundraising.
E
Erick Chan
The ability to type in the dates to edit them. The date selector UI makes it pretty tedious to select a time window because you have to navigate manually to each date with the drop down calendar every time and you can't edit the start and end independently.
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Carrie Routhier
This would be helpful in order for us to re-engage with those who haven't given in a while.
Xyon Martinez
Add ability to filter contacts by the date they first donated.
Liran Cohen
marked this post as
open
C
Carrie Routhier
Liran Cohen, what does the OPEN tag mean?
Liran Cohen
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in progress
Liran Cohen
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planned
Lisa Hilas
NNNot a huge priority because you can do this in excelo