Activity Filters Glossary

There are two types of filters in Kindful -- Activity Filters and Contact Filters. Activity Filters are limited to searches on the Activities page, and search for specified criteria. Below is a glossary of these filters.

 


 

Acknowledged: Yes/No Displays activities that have either a Yes or No status for acknowledged.
Activity Type Displays an array of different types of activities, from Soft Credits, to Transactions, to Non-Cash Gifts.
After Date Displays activities that occur after a specified date.
Amount Greater/Less Than  Displays transactions including and greater/less than the amount specified.
Assigned to Recurring Displays all transactions associated with a recurring transaction.
Automatically Rebilled Recurring Displays any creation or update activities linked to an automatically recurring (online) transaction.
Before Date Displays activities that occur before a specified date.
By Batch Entry Search for transactions associated with a particular batch. By default, batches have a name of "Date - 1" (the number ascending if there are more than one batch on the same date), but if you have a custom name, you can search for that here too.
By Campaign Displays activities associated with a particular Campaign. The options will list all active campaigns in Settings > Campaigns.
By Cause Displays activities associated with one of your Crowdfunding (Cause) pages.
By Contact Displays activities associated with a particular contact. As you type the name, the results from your existing contacts will narrow down for you to select the desired contact from the drop down.
By Designation Displays transactions assigned to a particular designation. Only for accounts with Quickbooks integration enabled.
By Event Displays activities associated with a particular event. Only for accounts with Eventbrite integration enabled.
By Fund Displays activities associated with a particular fund. All active funds can be found in Settings > Funds.
By Team Displays activities associated with a particular Crowdfunding (Cause) Team.
By Team Member Displays activities associated with a particular Crowdfunding (Cause) Team Member.
Card Type Displays transactions associated with a particular card type, including ACH transactions.
Expiring Recurring Displays recurring transactions associated with a credit card that expires in the specified number of months.
First Transaction Displays transactions that are first-time donations.
In Month Displays activities in a specified month (Jan - Dec, any year).
Manually Rebilled Recurring Displays creation and update activities for Offline Recurring Transactions. This is not a default option for all Kindful accounts.
Prior Week/Month/Quarter/Year Displays activities that occurred in the prior week, month, quarter, or year.
Recurring On Displays recurring transaction activities that occur on the date you specify.
Refunded Transaction: Yes/No Displays transactions that have been refunded -- or have not been refunded.
Saved Specify any filter sets you have saved.
Split Children: Yes/No Will display or hide split transaction children. When a single transaction is split between more than one campaign, the original transaction is the "parent", the splits are the "children".
Split Transaction: Yes/No Displays all transactions that have been split -- will show parent and children transactions
Successful Transaction: Yes/No "Yes" displays transactions that have processed successfully. "No" will display only declined transactions.
Tax Deductible: Yes/No "Yes" displays transactions with any tax deductible amount. "No" displays transactions with 0 tax deductible.
This Fiscal Year  Displays activities occurring within the current fiscal year. Fiscal year varies from account to account, and can be configured in General Settings.
This Week/Month/Quarter/Year Displays activities that occurred in the current week, month, quarter, or year.
Today Displays all activities that occurred today.
Transaction Type Displays transactions with the specified type (e.g. Cash, Online Credit, Square).
Transactions Linked Displays transactions syncing with a particular integration. Note: not every integration is compatible with this filter.
Transactions Not Linked Displays transactions that are not syncing with a particular integration. Note: not every integration is compatible with this filter.
With Answer Search for select-type (drop down menu) campaign custom fields. Contact custom fields are represented differently, and you can search for them by name instead of using "With Answer".
Transactions Ready to Sync to Quickbooks Displays transactions that have not yet synced with Quickbooks, but are awaiting a sync be kicked off.
 Transactions Synced to Quickbooks Displays transactions that have already synced to Quickbooks.
Transactions Without Designation Displays transactions that have not been assigned a designation. These transactions will not sync to Quickbooks.
Yesterday Displays all activities that occurred yesterday.

 

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