You can apply numerous filters to your transactions right in your dashboard and then export the data into a neatly organized CSV.

Navigate to the โ€œTransactionsโ€ tab in your Dashboard.ย 

Click the [+ Add Filter] dropdown. Select between the Filter fields.ย 

The following fields are available for filtering:

  • First name
  • Last name
  • Email
  • Phone
  • City
  • State
  • Zipcode
  • Country
  • Amount
  • Dateย 
  • Method
  • Export to CSV for additional field filtering options

Add a filter constraint.ย 

Preview your filtered data in the Dashboard. ย 

The Dashboard shows an overall snapshot of your transaction information. For comprehensive details of your Transaction information use the feature Exporting to CSV, click here for directions and a list of the fields available after exporting.


Feature Availability

Custom Filters are included in the following free Givebutter products:

  • Collect โ€“ donation form, donate button, dues/payments
  • Fundraise โ€“ crowdfunding, team/peer-to-peer fundraising
  • Events โ€“ ticketing & registration
  • Platform โ€“ CRM (dashboard)

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