Contributions Search ==================== On this page, you can view a list of all contributions or you can search by using any or all of several filters. There is also a `Total` dollar amount and a `Count` of contributions. The amount will exclude any reversals, returns and pledges, unless you specifically include them. .. admonition:: Exception If you come to the Contribution Search page by clicking on the dollar amount on an individual's Statement tab, you will see all of their contributions for that year. This will include any reversal and returns, which will display in red. Click on an individual's name in the list, to filter for all of that person's contributions. This will display the `Return / Reverse` links. .. seealso:: | :doc:`ReturnedChecks` | :doc:`ContributionCorrections` If you have filtered for an individual's contributions, you can go to their people record by clicking their name at the top of Contributions Search box. Contribution Search Options --------------------------- .. tip:: Wherever you see a blue circle with the letter ``i`` inside you can click it to get more information about that item. 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. .. admonition:: 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`. 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 one or more `Contribution Type` or leave as `Not Specified`. 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. .. note:: This refers to the App that was first published in March 2015. It is available for all TouchPoint churches. Click `Here `_ for pricing for the mobile app. Include Unclosed Bundles By default only contributions in closed bundles will display. Check the box to include those in open bundles. .. caution:: Please note that the Total displayed on this page will always exclude Returned Checks and Reversals. 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) .. tip:: You can create additional export options that include more information by using the :doc:`../CustomProgramming/SqlScripts/Other/CustomContributionsSearchExport` SQL script. Update All This gives you the option to mass move contributions to a specified donor and/or mass update the fund. .. figure:: https://c4265878.ssl.cf2.rackcdn.com/trialdb.2201281614.filterbutton.png :target: # To mass move contributions to a new donor, follow these steps: #. Use the search option fields to find the desired contributions and filter those first so they are listed at the bottom of the page. #. 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`. #. 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. .. figure:: https://c4265878.ssl.cf2.rackcdn.com/trialdb.2201281615.mupdate.png :target: # To mass move contributions to a new fund, follow these steps: #. Use the search option fields to find the desired contributions and filter those first so they are listed at the bottom of the page. #. 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`. #. 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. Contribution Summary Bar ------------------------ The blue summary bar, under the search options and just above the search details, shows summary information about the results of the search. Total Contributions The total count of individual contributions returned by the search. This is not a count of distinct donors, but a count of individual donations. Total Amount The total amount of all contributions returned by the search. Number of Families This is a count of the distinct TouchPoint family IDs represented by all the donors included in the search results. | | +--------------------+------------------+ | **Latest Update** | **6/12/2023** | +--------------------+------------------+ Removed Tax Status section