Other than the date filter that you apply from the calendar, you can apply a variety of filters to narrow down the customer list from search box or filters that slide out when you click the 'Filters' button besides the search box.
Please visit here to find out about how to apply filters from the search box.
To apply filters from 'Filters' tabs, open them by clicking the button with a funnel. When the filters tabs slide out, all filters are ticked by default. You need to untick some of them to apply the filter.
As an example, let's check out how to filter for 'Cancelled' pledge forms. On the 'Status' tab, click 'All Status' first to untick all status. Then, insert a check for 'Cancelled' and click apply .
Now, only the Cancelled pledge forms signed up on the date(s) specified in the calendar are shown in Donor Manager.
You can keep adding as many filters as you like by repeating the above or simply unticking as many items you like before clicking 'Apply'.
When filters are applied, the number of filters applied is shown just below the search box. As an example, the screen below is showing that 3 filters are applied.
When you click this 'Show Filters', the name of the applied filters are shown as tiles at the bottom of the screen like below.
To remove filters, eliminate the filter tiles by clicking the x button at the right end. Otherwise, click the 'Undo' button to clear all filters at once.