Tables, Filters, and Exports

Tables help admins find records, narrow results, and export data for reporting.

When To Use This

Use table filters when you need a specific date range, contact, form, fund, status, or record type. Use exports when finance, operations, or fundraising teams need a spreadsheet copy of the data.

Steps

1. Open the dashboard area you want to review.
2. Use filters to narrow the table.
3. Open individual records when you need detail.
4. Export the filtered results when you need a CSV for external reporting.

Notes

Exports reflect the records available to your user role. If a teammate cannot see or export a table, check their permissions.

Exports and bulk actions may run in the background. If a file or action is not ready immediately, open Activity from the dashboard header to check progress, view completion status, or download completed export files.