How To Filter And Sort Data
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

If you'd like to customize how you view your data in the Manage tab, you can use the Filter and Sort features.

To filter and sort data, follow the steps below:

Step 1: Navigate to your Manage Tab and select the group of records you wish to edit from the left navigation (Donations, Recurring Profiles, Pledges, Personal Pages, Team Pages, Organization Pages, or Ticket Orders).

Step 2: Select Filter at the top. Here you'll have several filter options, including filtering by any tags applied to records.

Step 3: Select Sort at the top to select any number of sort options to refine the view.

Step 4: Select the Export in the upper right to export by the active filters.

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