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Searching on Fundraising Donations and Transactions

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Donation and Transaction Search

Left-hand Navigation: Fundraising » Donation and Transaction Search 

Compass offers Donation & Transaction Search as a valuable tool to look for payments and promises of payments. You can use fields such as donation/payment amount, fund amount, dedication, installment date, donation date, etc. to find them. 

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Notes:

  • Donation and Transaction Search contains two tabs; a Donations tab, which will search for promised payments, and a Transactions tab, which will search for payments received.  
  • To search for both donations and the payments received, select your criteria on the Donations tab, then go to the Transactions tab, activate it, and fill in your criteria. 
    • You can do these processes separately, as well. Only check and fill out the tab you'd like to use.
  • Once Compass provides your results, you can right-click on any search results header column and add results information to your export. When you activate the Transaction Tab, you will see a list of Transaction related results options within the pop-up. 

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Edit Search

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If you receive your results set and forgot to include a specific search detail, you may click “Edit Search” in the left-hand corner then be taken back to the previous screen instead of restarting the search.

I.E., If you would like to include alumni whose primary state is Florida, you can click Edit Search and add that value. 

Save Search

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Store your search criteria by clicking on the “Save” button to the right of the results.  Compass will then prompt you to give the search a name and ask you if you want to allow others to view and edit your results.

Your saved search criteria will appear on the left-hand side of the screen. Saving the criteria allows you to see the results as they exist today AND pull the search again in a few weeks and see the results are they are then (unless you have specified a date range in the search). 

Compass allows you the ability to export your search results in Excel and Word. If documents are too large, they will go to the download center in Compass and then be available for export. 

Saved Search Automation

You have the option to save your search criteria and send the results on an automatic basis.  

  1. Click "Save"
  2. Allow others to View
  3. Ensure Automate Distribution is set to "Yes". 
  4. Fill in these fields:
  • Choose a start and end date for the report to be sent. 
    • Frequency – Daily/Monthly/Weekly 
    • Occurrence – Everyday/Business Days 
    • Choose the Report Format – CSV 
    • Email Results – Yes/No 
      • if yes – Choose an audience or enter the recipients that need to receive the report.  

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All results will be saved under the Search History button. 

 

 

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