> 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/sponsorship-management/sponsorships-table.md). # Sponsorships Table Use the **Sponsorships** table when you need to review donor-recipient commitments across programs, check which commitments are current or due, create new sponsorship relationships, update commitment settings, export or import relationship data, or work with selected sponsorships in bulk. Start from **Sponsorships** in the sidebar.

The Sponsorships table brings donor-recipient commitments, payment status, and program context into one worksheet-style view.

Animated walkthrough of the sponsorships worksheet

Walkthrough: reviewing and searching the sponsorships worksheet.

## Choose the Commitments You Want to Review Use the count strip above the table when you need to narrow the list by program. * **Total Sponsorships** shows the sponsorship relationships your role can access across programs. * Program counts show sponsorships for each accessible sponsorship program. * The **All Sponsorships** program selector lets you switch from all programs to one program. The programs you see depend on your role and program access. If you do not have access to any sponsorship programs, HelpYouSponsor shows a message instead of the table. ## Read the Sponsorships Table Each row represents one donor-recipient sponsorship relationship. Common columns include: * **Recipient**: the sponsored recipient or record * **Donor**: the donor connected to the recipient * **Program**: the program where the relationship exists * **Status**: whether the sponsorship is **Current** or **Due** * **Next Payment**: the next expected payment date, when available * **Given To Date**: the amount recorded for the relationship so far Recipient and donor names can open more detail when your role allows it. Recipient actions can open the recipient drawer, and donor actions can open the donor profile. Some worksheet views also show quick preview actions, such as opening a donor, emailing a donor, logging an interaction, editing a recipient, or viewing recipient files. ## Search and Filter Sponsorships Use **Search sponsorships** when you need to find records by the columns shown in the table. Search also includes the donor and recipient title fields for the active sponsorship form. Use **Filter** when you need a more specific list.

Filters narrow sponsorships by field, comparison, and value.

Filters can use: * recipient fields and system recipient fields * donor fields and system donor fields * payment fields, such as next payment, given to date, recurring amount, frequency, method, until, and last payment * logical combinations such as **AND** and **OR** * date presets and custom date ranges for date-based fields Active filters affect the table, saved views, and exports where those tools are available. ## Save Views and Choose Columns Use **Columns** when you want the table to show the fields that matter for your current task.

The Columns menu controls which sponsorship, payment, donor, and recipient fields appear in the table.

You can add or hide columns from the column menu. Worksheet views can also include an **Add column** control in the table header. Save a view when you want to reuse a combination of: * selected program context * visible columns * column order * sorting * filters Some accounts may still show the classic table tools. In that experience, use **Views** or **Manage Fields** to choose the fields shown in the table. ## Export or Import Sponsorship Relationships Use **Export / Import** when you need a CSV of sponsorship relationships for reporting, commitment review, or offline analysis. 1. Confirm the active program, view, columns, search, and filters. 2. Select **Export / Import** and choose your option: * **Current page CSV** — downloads the rows currently shown on the page. * **All as CSV** — starts a background export of all sponsorships matching the current view. * **All sent to email** — starts a background export and emails a download link when ready.

Export options include the current page, all matching sponsorships, email delivery, and CSV import.

Large exports are prepared in the background. A progress section appears at the top of the page while processing and provides the download when ready. CSV import is for sponsorship relationships. The import template includes columns such as donor ID, recipient ID, amount, frequency, start date, next payment date, payment method, status, and notes. ## Add or Update Sponsorships Use **Add Sponsorship** when you need to create a donor-recipient relationship.

Add Sponsorship starts by choosing the donor and recipient for the relationship.

The add workflow starts with donor and recipient selection. After you save that selection, HelpYouSponsor loads the remaining commitment details for the chosen donor and recipient, such as amount, payment method, payment frequency, and next payment due. Review the confirmation before creating the sponsorship. See [Add Sponsorship](/guides/core-features/sponsorship-management/add-sponsorship.md) for the full add-sponsorship workflow. ## Work With Selected Sponsorships Select sponsorship rows when you need to update or archive more than one relationship. Selected-row actions can include: * **Bulk Edit** to update commitment fields such as payment frequency, set date, next action date, payment method, commitment amount, or amount basis * **Archive** to disassociate the donor-recipient relationship * **Mailings** when mailings are enabled for your account and compatible templates are available When you select all rows on the current page, HelpYouSponsor may offer a second option to select all matching sponsorships in the current filtered view. Review the selected count before running a bulk action. Archiving a sponsorship stops regular payments connected to that relationship, so review the confirmation message before continuing. ## Permissions Your role controls what you can see and do in the Sponsorships table. Program access, sponsorship management, donor access, recipient access, donations access, exports, imports, bulk edit, archive, mailings, reports, and saved views can all be permission-gated. ## Related Guides * [Add Sponsorship](/guides/core-features/sponsorship-management/add-sponsorship.md) * [Recipients Table](/guides/core-features/recipient-management/recipients-table.md) * [Donors Table](/guides/core-features/donor-management/donors-table.md) * [Donations Table](/guides/core-features/donation-management/donations-table.md) * [Program Forms](/guides/core-features/program-management/program-forms.md)