Create quick and easy table views
When viewing your Payments and Supporters tables, you can utilize the filter icon to customize and refine the data views according to your specific needs.
To create these Preset views, click on the filter icon on the table.
Choose the specific criteria you would like to filter by. Once you click on Set Filters, the system will display a tailored view of the data that meets your selected criteria.
Click Save as new preset for quick and easy access to this filtered view in the future.
To view your preset filter, click the drop-down arrow next to the table header.
To delete a preset view, click the down arrow at the bottom of the preset filter screen and click Delete preset.