Searching, examining, and working with contributions

So far we have focused our energy on understanding the key configuration options related to fundraising and working with single contact and pledge records within the contact record. In this section, we will work with contribution records in bulk and review "recipes" for implementing fundraising techniques through CiviCRM. While working through this section, we will also highlight noteworthy features or places where you may see unexpected results if they are not handled correctly.

Finding contributions

While you will often be working with contributions directly through the contact record, it is likely that much of your time will also be spent searching for and reporting on contribution records in bulk. For example, you will periodically need to know how many contributions were received over a period of time, such as the last month or year to date. You may need to export all contributions of the type "Donations" in order to send end-of-the...