Question

Photo of Adrienne Combs

0

How can I filter by currency type in a dataview?

2

How can I filter by currency type in a data view?

I need to see all the ACH donations, and exclude a data view of a particular transaction source.

I created the data view to find all transactions of the source I need to exclude.

But I can't find the filter to choose a particular currency type, like ACH (which should be much simpler).

  • Photo of Luke Taylor

    0

    The currency type is not stored exactly on the financial transaction, and the available filters on financial transactions don't allow for weaving a transaction data view to a Financial Payment Detail data view.

    For that kind of report, then, you would need either Lava or SQL

  • Photo of Morgan Woods-Leshe

    0

    Depending on the columns you need you can actually pull currency type and transaction source without a custom report! If you go to the Transactions page and expand the filter options, you can select both Currency Type and Transaction Source. There are other filters as well:Screenshot_2025-08-20_at_10.36.01 AM.png