Skip to main content

Finances filter terms listed by category

You have the ability to filter for transactions in the Finances area of your control panel. 


Finance filtering

Use the filter icon 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. If you did not filter you will see the running total of all transactions in your nation. 

Running total


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 election period
Donation tracking code
Donation type
Recurring donation status


Expenditures

 

Variables
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
Days to pay
Closed date
Sent date
Start of period
End of period

Back to top


Related HOWTOs

How to target people

Filter categoriesHow to use relative date ranges in filters

How to target households

If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.