> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/core-features/donation-management/donations-table.md). # Donations Table Use the donations table when you need to review giving activity, investigate a payment issue, export donation records, or build a reusable view for follow-up and reporting. The worksheet view brings donation records, refunds, failed payments, and soft credits into one workspace. Each view keeps its own rows, filters, columns, date range, and export workflow. ## Review donation activity Start by choosing the donation records you want to work with: 1. Open **Donations**. 2. Choose the view that matches your task: * **Donations:** successful or active donation records. * **Refunds:** refunded donation rows. * **Failed:** failed payment attempts. * **Soft Credits:** soft-credit acknowledgements connected to donations. 3. Choose the donor form or saved view you want to use. 4. Choose the date range. 5. Review the rows in the worksheet.

The Donations worksheet shows donation views, donor form or saved view selection, date range, search, filters, export, and the donation rows.

The summary bar above the table confirms the current view, date range, and row count. Use it to make sure you are reviewing the right set of records before filtering, exporting, or reporting. > **Note:** If you do not see **Donations**, ask an administrator to confirm that your user has donation access. ## Choose the columns you need Use columns when you want the table to show the information needed for a specific task, such as payment review, donor follow-up, year-end reconciliation, or soft-credit cleanup. 1. Select **Columns**. 2. Review the visible columns. 3. Remove columns that are not useful for the current task. 4. Select **Add column** to include more donation, donor, designation, or soft-credit fields. 5. Use column menus in the table header to sort, move, or hide a column.

The Columns menu controls which fields are visible in the donation worksheet.

Some identity columns stay visible because they keep the worksheet readable. For example, donor and program context help make each donation row clear when you add more fields. ## Find the right donations Use the search box when you already know what you are looking for, such as a donor name, email address, designation, or other donation detail. Use **Filter** when you need a more specific set of records. 1. Select **Filter**. 2. Choose the field you want to filter by. 3. Choose the comparison and value. 4. Select **Apply filter**.

The worksheet filter lets you narrow the active donation view by field and value.

Search, filters, date range, and columns work together. The columns control what you see. Search and filters control which rows remain in the current view. ## Work from a donation row Use the row links to move from a donation record to the related people and designations: * Select the donor name to open the donor profile. * Select the designation to open the related recipient or designation record. * Select the amount to edit or open the donation record, depending on the row. When you are reviewing **Refunds**, the table focuses on refunded donation rows. When you are reviewing **Failed**, the table focuses on failed payment rows. Switch views before making follow-up lists so the row count and export match the issue you are working on. ## Export donation records Use **Export** when you need a CSV for reconciliation, finance review, donor follow-up, or offline analysis. 1. Confirm the active view, date range, columns, search, and filters. 2. Select **Export**. 3. Choose **Export** to download the rows currently loaded in the table. 4. Choose **Export All** to export all records that match the current view.

The export dialog lets you export the current loaded rows or all rows that match the active donation view.

Large exports may be prepared in the background. When an export is still processing, wait for the export progress area to show that the download is ready. ## Review soft credits Use **Soft Credits** when you need to review people who should receive recognition for influencing or being associated with a donation, even though they were not the original donor. The soft-credit view shows the credited donor, designation, amount, date, and any additional columns you add for review.

The Soft Credits view lists soft-credit rows separately from direct donation rows.

For details on adding and managing soft credits, see [Soft Credit](/guides/core-features/donation-management/soft-credit.md). ## Save and report on a view Use saved views and reports when you repeat the same review often, such as weekly failed-payment follow-up, monthly reconciliation, or a year-to-date giving review. Before saving or reporting, set up the worksheet the way you want it: 1. Choose the donation view. 2. Choose the donor form or saved view context. 3. Set the date range. 4. Add the columns you need. 5. Apply any filters. 6. Use **Reports** to create or manage report actions for that view. Saved and reported views should describe the work you are trying to repeat, not just the columns shown. For example, use names like **Failed payments this month** or **Major gifts year to date**. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.helpyousponsor.com/guides/core-features/donation-management/donations-table.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.