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 “Transactions” tab in your Dashboard.
Click the [+ Add Filter] dropdown. Select between the Filter fields.
The following fields are available for filtering:
- First name
- Last name
- Export to CSV for additional field filtering options
Add a filter constraint.
Preview your filtered data in the Dashboard.
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.
Custom Filters are included in the following free Givebutter products:
- Collect – donation form, donate button, dues/payments
- Fundraise – crowdfunding, team/peer-to-peer fundraising
- Events – ticketing & registration
- Platform – CRM (dashboard)