List Views Reference

Every list view in DonorPoint shows a default set of columns and supports filtering by specific fields. The columns shown by default can be changed using the column selector. Custom fields you have defined are also available as optional columns on the relevant list views.

For general guidance on using list views — filtering, sorting, export, saved views — see List Views.

Constituent Records

Contacts

Default columns: First Name, Last Name, City, Phone, Email, Account

Organizations

Default columns: Name, Short Name, City, State, Account

Transactions

Default columns: Type, Contact, Organization, Form, Amount, Date Received, Payment Method

Recurring Donations

Default columns: Status, Contact, Organization, Amount, Frequency, Start Date, Last Payment Date, Next Payment Date, Payment Count

Relationships (Contact–Contact)

Default columns: From Contact, Relationship Type, To Contact, Start Date, End Date

Relationships (Contact–Organization)

Default columns: Relationship Type, Contact, Organization, Start Date

Fundraising

Forms (Campaigns)

Default columns: Name, Description, URL Name, Type, Status, Account

Community Campaigns (TeamCampaigns)

Default columns: Internal Name, Name, Description, Pricing, Visibility, Account

Giving Campaigns

Default columns: Type, Contact, Amount, Payment, Date Received

Catalog (CommerceCampaign)

Default columns: Name, Description, Status, Account

Items

Items (all types)

Default columns: Internal Name, Name, Description, Pricing, Visibility, Account

Donation Items

Default columns: Internal Name, Name, Description, Pricing, Recurrence Option, Visibility, Account

Events

Default columns: Name, Description, Active, Start, End, Location, Registration Limit, Registration Count, Account

Volunteer Programs

Default columns: Name, Description, Start, End, Location, Count, Account

Raffles

Default columns: Name, Description, Count, Print, Pricing, Visibility, Account

Auctions

Default columns: Name, Description, Minimum Bid, Account

Transactions (Order Items)

Order Items (all)

Default columns: Type, Status, Contact, Date, Item, Quantity, Amount

Donation Order Items

Default columns: Type, Status, Contact, Date, Quantity, Amount, Recurrence, Unit, Term, Start Date, Recurring Donation Status

Event Registrations

Default columns: Status, Registrant, Event, Package, Participant, Date Received

Auction Order Items

Default columns: Auction, Status, Type, Item, Contact, Date, Amount

Raffle Ticket Order Items

Default columns: Raffle, Status, Type, Item, Contact, Date, Amount

Communications

Email Solicitations (Mass Emails)

Default columns: Name, Account, Description, Status, From Address, Template, Distribution List

Calls

Default columns: User, Type, Start, End, Subject

Meetings

Default columns: User, Type, Start, End, Subject

Tasks

Default columns: Status, Assigned To, Type, Subject, Due Date, Reminder, Account

Opportunities

Default columns: Priority, Stage, Name, Owner, Organization, Contact, Amount, Campaign, Closing Date, Pipeline, Source

Payouts and Payments

Payout Batches

Default columns: Organization, Amount

Payment Batches

Default columns: ID, Instance ID, Status, Type, Organization, Description, Campaign, Year

Funds

Default columns: Name, Description, Organization, Federation

Fund Groups

Default columns: Name

Configuration

Custom Fields

Default columns: Name, Description, Active, Account

Page Templates

Default columns: Name, Description, Content Type, Size, Account

Campaign Templates

Default columns: Name, Description, Active, Account

Segments (Contact Groups)

Default columns: Name, Description, Account

Saved Views (List Views)

Default columns: Name, Entity, Account, Archived

Integration

Script Modules

Default columns: Name, Description, Active, Account

Event Handlers

Default columns: Name, Description, Active, Account

Workflows

Default columns: Name, Description, Active, Account

Scheduled Jobs

Default columns: Name, Description, Script Module, Schedule, Start Date, Next Date, Active, Account

Entity Actions

Default columns: Name, Description, Active, Account

Webhooks

Default columns: Name, Description, Active, Account

Datasets

Default columns: ID, Name, Description, Account

Administration

User Accounts

Default columns: Username, First Name, Last Name, Enabled, Email, Phone, Locked Out

User Roles

Default columns: Name, Description, Account

User Groups

Default columns: Name, Description, Account

SSO / SAML Providers

Default columns: Name, Organization, Application, Certificate Expiry

Files

Default columns: Name, Description, Size, Account

Redirect URLs

Default columns: URL, Description, Visibility, Account, Archived

Reports

Default columns: Name, Description, Report Class, Account

Report Subscriptions

Default columns: Report, Schedule, Start Date, Next Date, Active, Account

Notes

• All list views support additional columns beyond the defaults via the column selector (gear icon)
• Custom fields defined on a record type are available as selectable columns on that list view
• The Archived filter is available on list views for record types that support archiving
• The Status filter (Active/Deleted/Test) is available on Contacts, Organizations, and Transactions