Default Columns in Each List Type

Yes, every List Type includes default columns to help you quickly view results. You can remove or reorder these columns as required.

Constituent Lists

Constituent Type icon.
Description (hyperlink).
First name.
Last name.

Activity Lists

Activity type icon.
Description (hyperlink).
Activity Date.
Activity Type.
Activity Notes.
Constituent description.

Campaign Lists

Campaign icon.
Description (hyperlink).
Year.

Connection Lists

Description (hyperlink).
Connection Details.
Connection Type.
Connection Strength.

Constituent Tag Lists

Description (hyperlink).
Start date.
End date.
Campaign.
Constituent description.

Fundraising Page Lists

Fundraising page type icon.
Page URL.
Page status.
Page created date.
Target amount.
Total donations.
Campaign.
Percent Target.
Offline amount.

Gift Aid Declaration Lists

Icon.
Description (hyperlink).
Declaration date.
Declaration method.
Tax payer First name.
Tax payer Last name.

Member Lists

Description (hyperlink).
Membership amount.
Membership Status.

Membership Lists

Description (hyperlink).
Membership amount.
Membership Status.

Opportunity Lists

Opportunity icon.
Description (hyperlink).
Opportunity Type.
Opportunity Fundraiser.
Current Stage.
Expected Close date.
Ask Amount.
Forecast.
Application Deadline Date.

Pledge Lists

Pledge icon.
Description (hyperlink).
Pledge amount.
Pledge title.
Pledge status.
Date expected.

RPI Lists

Description (hyperlink).
Instruction status.
Type.
Formatted pay freq.
Amount str.

RPI Beneficiary Lists

(Same as RPI List).

Soft Credit Lists

Constituent icon.
Description (hyperlink).
Comments.
Soft Credit Amount.
Percentage.
Fund.
Transaction Date.
Type.
Allocation Amount.
Payment Amount.
To_number.
To_Constituent Description.

Transaction Lists (All Transactions)

Description (hyperlink).
Constituent description.
Fund.
Transaction Date.
Type.
Allocation Amount.
Payment Amount.
Number.

Transaction Payment Lists

Description (hyperlink).
Constituent description.
Fund.
Transaction Date.
Payment Amount.
Number.

Transaction Allocation Lists

Description (hyperlink).
Constituent description.
Fund.
Transaction Date.
Allocation Amount.
Number.

Why isn’t my downloaded data in the same order as on screen?

Downloads default to sorting alphabetically by Description for performance reasons.

Why is the Description column included even when I didn’t select it?

The Description column is automatically included to prevent null data causing List errors.

My Lists are not showing all List Types

If you can only see certain List Types:

Open Lists.
Check the left-hand panel:
- List Tags.
- List Types.
Deselect any selected Tags or Types to restore the full view.

If the issue persists, your browser cache may be full.

How do I show a total in a Transaction List?

Create a Visualisation using the Value type to display a summary total.

Can I report on one List within another?

Not directly.
To compare Lists:

Tag all Constituents in List A.
Filter List B using that Tag.

For deeper comparison or duplication analysis, export both Lists and work in Excel.

How do I delete a List?

Open the List.
Click Manage.
Select Delete List.

Lists can only be deleted individually. bulk deletion is not available.

How many rows can a List display?

There is no strict limit, but:

Lists over 100,000 rows may run slowly, time out, or fail to download.
Split Lists into smaller date-based or criteria-based segments for large datasets.

If you use OwnAzure hosting or the Enterprise Plan, you can access SQL Views using external tools (e.g., Excel, SQL Server Management Studio) for faster, scalable data retrieval.