Filter the payments table
Filter payments directly in Zeffy to find the transactions you need, without exporting to a spreadsheet and filtering in Excel. Go to Payments, click Filter, select the applicable filter, and apply it.
Apply a filter
Go to Fundraising > Payments.
Click Filter.
Select the applicable filter from the menu, such as Status, Payment method, or Refunded amount.
Set the value or option for the filter you selected.
Apply the filter. The table now shows only the payments that match.
The same Filter control is available on your other tables, with filters matching the columns in each table.
Filters you can apply
In the Payments table, you can filter by:
Amount
Buyer
Date
Status
Payment method
Campaign
Payout date
Extra donation
Refunded amount
Recurring status
Discount
Sales taxes
Fund
Eligible amount
Note
In honour/memory of
Payment handler
Ticket occurrence
Ticket expiration date
Filters and columns are different
Filter narrows which payments appear in the table. Manage columns changes which columns you see and in what order, without removing any payments. Use both to build the view you need: see Customize the columns in the payments table.
To download your data once it is filtered, see Reports and exporting data.