Activity Dashboard entries will grow each time new data is sent to Salesforce. We provide a way to find specific deposits and transactions.

Deposits

Follow these steps to get to the deposits page from the dashboard. You can search for specific deposits by entering either the gross or net amount of the deposit or name of the campus in the search bar. The same field is used for both searches.

Campus Name Search

  1. Enter the name of a campus in the search field.

  2. Hit Enter on your keyboard.

  3. Data associated with campuses that contain the entered text will be shown.

  4. To reset the view, clear the search text and hit Enter again or click the Activity Dashboard link in the top navigation.

Gross/Net Amount Search

  1. Enter an amount in the search field.

  2. Hit Enter on your keyboard.

  3. Sync Activity that includes records matching that gross amount will be shown.

  4. To reset the view, clear the search text and hit Enter again or click the Activity Dashboard link in the top navigation.

Transactions

Follow these steps to get to the transactions page from the dashboard. You can search for specific transactions by entering the gross or net amount of the transaction, donor name or name of the campus in the search bar. The same field is used for all searches.

Campus/Donor Name Search

  1. Enter the name of a campus or donor in the search field.

  2. Hit Enter on your keyboard.

  3. Data associated with campuses/donors that contain the entered text will be shown.

  4. To reset the view, clear the search text and hit Enter again or click the Activity Dashboard link in the top navigation.

Gross/Net Amount Search

  1. Enter an amount in the search field.

  2. Hit Enter on your keyboard.

  3. Sync Activity that includes records matching that gross amount will be shown.

  4. To reset the view, clear the search text and hit Enter again or click the Activity Dashboard link in the top navigation.

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