# Donors List View

## **Overview**

The **Donor List View** can be adjusted, allowing each user to tailor how donor information is displayed to match their preferences.

The default donor list view displays five standard fields, in this order: **Full Name, Family, Phone, Address,** and **Email**. Learn how you can customize this view to suit your needs.

## **Top Bar tools**

The Top bar of the donor list contains various tools to customize and manage your view. They are listed below in the order they appear, from left to right:

<figure><img src="/files/OEsLaD9wCvlfO6zP8vpY" alt=""><figcaption></figcaption></figure>

### 1. Search

The search field allows you to search using any data. The results will display all donors whose information contains the entered search terms.

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### 2. Filter / Sort

#### <mark style="color:$primary;">**Filter**</mark>&#x20;

Use the filter to quickly segment donors by various criteria.

1. Click the **Filter** button.
2. In the Filter card that appears, choose your filter(s):
   * **Advanced Fields:** Select one or more fields from the dropdown.
   * **Account No.:** Filter by donor account number.
   * **Full Name / Full Name (Hebrew):** Filter by English or Hebrew name.
   * **Address:** Filter by city and/or ZIP code.
   * **Default Location:** Filter by donor’s default praying location.
   * **Phone / Email:** Filter by phone number or email/domain.
   * **Father / Father-in-Law:** Filter by father’s or father-in-law’s name.
   * **Status:** Filter donors by **Active** or **Inactive**. By default, the list is filtered to **Active** donors.
   * **Tags:** Filter by tags.
3. Click **Search** to apply.

The **Filter** button shows how many filters are currently active.

<div align="left"><figure><img src="/files/YHMbqMtBq1KhuznVUqbN" alt="" width="375"><figcaption></figcaption></figure></div>

To remove all filters, click the **Filter** button and select **Clear All Filters**.

{% hint style="warning" %}
**Note:** By default, the list shows only **Active** donors. If **Clear all filters** is selected, **Inactive** donors will also appear. The user should remember to reselect **Active** donors as needed.
{% endhint %}

#### <mark style="color:$primary;">**Sort**</mark>

**To sort your list:**

* Click on the **column title**.
* An **arrow** will appear next to the title. <img src="/files/XpvkqJpB6qGw2joyes9h" alt="" data-size="line">
* Click the arrow to sort the column in either **ascending** or **descending** order.

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### 3. Refresh

The Refresh button allows you to **synchronize** your DRM donor list with all other Donary devices. Any donor added via the Pocket Processor or mobile device will be updated on the DRM platform once you click **Refresh**. The DRM also displays the date and time of the last refresh, helping you stay up to date.

<div align="left"><figure><img src="/files/FzNYBCaQB7PIqqP0hJmZ" alt="" width="393"><figcaption></figcaption></figure></div>

***

### 4. Total Panel

The **Total Panel** lets you view donation totals based on various selectable criteria.

By default, the panel is hidden. To see this panel, click on **Show Total panel**. <img src="/files/opoHyhXx86DffkB698qn" alt="" data-size="line">

Further explore the different parts of the panel [here](/overview/lists/donors/donors-list-view/total-panel-view.md).

***

### 5. Fields

#### <mark style="color:$primary;">**Show/Hide columns**</mark>&#x20;

• Select the Fields button, then check or uncheck the boxes next to each column name to display or conceal  that column.&#x20;

#### <mark style="color:$primary;">**Change Order**</mark>&#x20;

• Drag and drop the names of the columns to rearrange the displayed column order. <br>

***

### 6. Actions menu

The **Actions** menu is the last option in the top-right corner of the Donors view and is accessed via the **three-dot icon**. It provides several list-level actions, outlined below.

#### <mark style="color:$primary;">**Import**</mark>

The **Import** option allows you to upload donor data into the system. For more information, see the following articles: [**Import a Donor**](/overview/lists/donors/add-a-donor/import-a-donor.md) and [**Import a Token**](/overview/lists/donors/add-a-donor/import-a-token.md).

#### <mark style="color:$primary;">**Export to Excel**</mark>

To download your donor list as an Excel file, click **Excel**.\
The file will automatically download all currently displayed entries to your computer’s default **Downloads** folder.

If you need the export to include additional columns, be sure to add them to the view before clicking **Excel**. You can add more fields by clicking the [**Fields** ](#fields)button.

#### <mark style="color:$primary;">**Merge donors**</mark>

The **Merge** option is used when two or more donor records belong to the same person and need to be combined into a single record. See more details [here](/overview/lists/donors/donors-list-view/merge-donors.md).

#### <mark style="color:$primary;">**Save layout as default**</mark>

Select **Save Layout as Default** to store your current view settings—such as filters, sorting, and layout preferences.\
The next time you open the Donors list, it will load with these saved settings applied automatically.


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