Advanced Search Recipe: Transactions by Creation Date

If you're looking for donors that recently contributed to your campaign, you can use Advanced Search to locate those donors in your database based on the creation date of the transaction.

Here is a recipe you can use to create this list of donors:

Area: Transactions
Field: Creation Date/Time
Relationship: Is Equal To Or After
Value: (enter in the furthest date out you want to go)

For example, if you only want to go a month back and see transactions that have been created since then, you would enter in a date a month prior to the current date.

After you click Add Rule to add it to the Search Criteria section, you can generate the list by using the Run Search or Export buttons. Exporting will allow you to export the data to a spreadsheet where you can then sort and view more detailed information.

If you plan on generating this list on a regular basis, click the Save & Run Search button to save the search criteria for future use. This will prevent having to re-add the criteria every time you need the list. Moving forward you'll see the list in the Saved Searches menu based on the name you gave it.