Text Boxes¶

Name

Enter all or part of a Name, or a People ID #.

Notes

Enter a Check #, part of any Notes, or the Contribution ID #

Or to find developer specific data in the Contribution MetaInfo field, enter Meta: followed by your search term.

For Example

If you use the txt2give integration, you can find all contributions that came through them using Meta:txt2give in the Notes box.

Amount From and Amount To

Enter a dollar amount (no punctuation required). Enter the same amount in both fields to find contributions of that same amount.

Dates¶

Date Range

Select a Start and an End date using the calendar date picker.

Single Date

Enter just a Start date to look at a single day.

Drop-down Menus¶

Campus

If your church has multiple Campuses, select a specific Campus or leave as Not Specified.

Fund

Select a specific Fund or leave as Not Specified. These options will vary for each church.

Source

The default is Both Online and Not, but you can select Online or Not Online.

Status

Select either Recorded, Reversed, or Returned.

Tax Status

The options are Tax-Deductible, Non-Tax-Deductible, Both Tax and Non-Tax or All Items.

Year

Select a specific Year to select an entire year’s worth of contributions or leave as Not Specified and use the Start and End Dates for the date range.

Contribution Type

Select a specific Contribution Type or leave as Not Specified. These options will vary for each church.

Bundle Type

Select a specific Bundle Type or leave as Not Specified. These options will vary for each church.

Checkboxes¶

From Mobile App

Check this to see only gifts made using the TouchPoint mobile App.

Include Unclosed Bundles

By default only contributions in closed bundles will display. Check the box to include those in open bundles.

Filter Button, Export, and Update All¶

Click the blue Filter button after selecting your options in order to view a filtered list of contributions. Click the dropdown arrow beside the button to reveal options for Export and Update All.

Export

This downloads an Excel spreadsheet of all the contributions included in your filtered list.

The export includes the following information about the donation:

• People ID #
• Name
• Contribution Date
• Contribution Amount
• Bundle Type
• Fund
• Description (from the Notes field)
• Check #
• Bundle ID
• Contribution ID
• Contribution Type and ID
• Status and ID
• Pledge (True or False)
• Non-Tax-Deductible (True or False)
• Family ID #
• Member Status
• Join Date
• Address (line 1)
• Address (line 2)
• City
• State
• Zip
• Returned / Reversed (True or False)
• Recorded (True or False)
• Can Return or Reverse (True or False)
• Not Included [in total] (True or False)

Update All

This gives you the option to mass move contributions to a specified donor and/or mass update the fund.

To mass move contributions to a new donor, follow these steps:

1. Use the search option fields to find the desired contributions and filter those first so they are listed at the bottom of the page.

2. Once you have the contributions listed that you want to mass move, click the drop down arrow to the right of the Filter button and click Update All.

3. Check the box Update People ID and in the field below, enter the People ID and click Submit to mass move the contributions to the new person.

   

To mass move contributions to a new fund, follow these steps:

1. Use the search option fields to find the desired contributions and filter those first so they are listed at the bottom of the page.
2. Once you have the contributions listed that you want to mass update the fund, click the drop down arrow to the right of the Filter button and click Update All.
3. Check the box Update Fund ID and in the field below, enter the Fund ID and click Submit to mass update the fund tied to those contributions.