Navigating the Offerings View


Knowing your way around the Offerings view will help you to quickly enter and access offerings information. The built-in filtering and sorting features will help you to quickly find specific offering information. 

  • There are two ways to select the date range from the Offerings view. Use the Calendars selector tool by clicking on the date under the Offerings heading or use the slider at the top of the page to change your date range.
  • The default offerings view displays offerings sorted by date. You may also display Offerings information with summaries by fund or by giver. Simply select your desired view using the drop-down menu on the right side of the screen.
  • To filter your offerings by Smart Group, select the appropriate Smart Group from the drop-down box on the right side of the screen. You may also filter your offerings by type by clicking on the appropriate type in the type column.
  • For the Summaries by Fund and Summaries by Giver views, you can sort by column if you click on the column title.