Use this article to segment (filter) your donor list in donor management so you only see the donors you need — for example, donors who gave during a specific date range, donors whose total giving is above a certain amount, or donors with a specific tag.
How to segment your donor list
To segment your donor list in donor management, follow these steps:
From your dashboard, click Donor management in the left sidebar.
On the People page, stay on the Contacts tab and click Segment results in the top right corner.
In the Segmentation section, open the Nothing selected dropdown and choose what you'd like to segment by: Tags, Payment date, Total of all payments, or Single payment amount.
Enter the details for your segment.
Click Apply.
Done! Your donor list now shows only the donors who match your segment.
What you can segment your donor list by
The donor management segmentation dropdown includes the following options:
Tags: Shows donors who have a specific tag on their donor record. To learn how to create and add tags, see How to create and manage tags in donor management.
Payment date: Shows donors who made a payment during the date range you choose. This includes all payment types.
Total of all payments: Shows donors based on the combined amount of all of their payments to your organization.
Single payment amount: Shows donors based on the amount of an individual payment.
You can also check Only archived contacts to segment your archived donor records instead of your active ones.
How to download your segmented donor list
To download the donors in your segmented list, apply your segment, then click the download icon in the top right corner of the donor table.