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Searching for Contributions

The contribution Search form allows you to find contributions/receipts in many different ways. When you enter the page, you will notice that the Fund type drop-down list is set automatically to Contribution. You can always change this before you perform your search.

Consult the following table for different ways to search. You can combine any of these options to reduce the scope of the search results.

Field	Description
Find contributor	Click Find contributor to launch the advance search window where you can search for both individuals or organizations. For individuals, you
Attribute	Click Select to find any of your existing contribution attributes.
Date	Choose from several date types and then populate the date fields with the range you are interested in searching. You can use the double calendar icon to quickly select popular date ranges.
Type/Sub type	Select the type of payment (ACH, Credit Card, Check, Cash, etc.). If you have enabled contribution sub types you can select a sub type from the second drop-down list.
Fund/Sub fund	Select from your available funds and sub funds. The search will only focus on this fund and sub fund combination.
Fund type	Select All, Contribution, or Receipt to determine whether you want to find donations or payments for a non-tax deductible event.
Batch name	Search by the name of a batch.
Reference	When you select Check from the Type drop-down list, this field activates and allows you to type a check number.
Amount	Type a range in this field to limit your search to a particular amount. The search results will include both the start and end amounts.
To be thanked	Select this check box to limit the search to individuals who have indicated they wish to receive thank you letters or gift aid statements.

Contribution Actions

The Select an Action... drop-down list at the bottom of the search results grid allows you to perform some common actions on the contributions/receipts you just found. Select the All option at the top of the results list to select all of the items found, or you can select individual check boxes. Once you have selected the appropriate items, you can do any of the following:

Apply Thanked Date—applies the date you type to all selected contributions. This feature is typically used when you send out contribution thank you letters. Select Apply Thanked Date from the drop-down list and then type the date you want to apply. Click Go to apply the date.
Apply Contribution Attribute—allows you to apply an existing or new contribution attribute to the selected items. This feature is typically used to tag a set of otherwise unrelated contributions in such a way that you can easily find them again when you are searching for contributions.
Remove Contribution Attribute—allows you to remove a previously applied contribution attribute from the selected items.
Create Mail Merge File—select either the Selected items or Unique households only option to generate a rich text file. This file can be used in a word processing program such as Microsoft Word to create a custom mailing.
Move Contributions / Receipts—allows you to move contributions between household and individual or between households. This feature requires the Move Contributions/Receipts security access right and is typically used to move individual giving to the household for married couples or when a mistake has been made entering contributions to an incorrect individual/household.