Lists let you search and report on different areas of data in Donorfy, including:

At the top level, List Types group like this:

* Custom List Views are only available for Professional – Own Azure accounts.

Each List Type is explained in more detail below.

For a general explanation of List sections (Details, Filters, Columns, Results) and features shared across all List Types, see Lists Overview.

A Constituent List lets you query and report on information directly from a constituent’s profile, including:

Typical uses:

Constituent Lists are also used as the basis for syncing data to Mailchimp (for example in the “Step 5: Updating Mailchimp from Donorfy” process).

Your List will open, showing:

You can now add filters and columns to answer your question.

You can choose to show a Constituent List under the main Constituents menu:

The List will then be visible as a sub-menu item under Constituents in the left-hand navigation (click the plus to reveal lists).

You can also restrict who sees the List in this menu:

Only the selected users will see this List in the menu.

If you’re building a List for communications, you can quickly apply consent checks without building complex filters.

In the Filters section you’ll see pre-filter options:

To use:

Only constituents who meet both conditions (Channel AND Purpose) will be included in the results.

This is a fast way to ensure your List honours consent without manually adding multiple filter criteria.

You can include archived constituents in your List:

Archived constituents will now be included.

If you want to limit by reason for archiving, add the ArchivedReason field as a filter and specify the reason(s) you are interested in.

When you download a Constituent List, you will see standard options plus some additional, constituent-specific options:

If you accidentally add Activities via a List:

The Activities created by that download will be removed.

Use the Mailchimp Updates tab on a Constituent List when syncing to a Mailchimp audience.

(See the dedicated Mailchimp integration article for configuration and usage details.)

Use the Dotdigital Sync tab on a Constituent List when syncing to a Dotdigital list.

(See the Dotdigital integration article for more information.)

A Constituent Tag List lets you report on Tags themselves and the extra data stored in them, such as:

Unlike a Constituient List (which asks “who has this Tag?”), a Constituent Tag List is Tag-centred: it looks at data from the Tag’s perspective and returns one row per Tag that matches your filters.

Because of that:

To get the data you need, add filters that focus on the Tags of interest (for example: “Tag = Finance”).

Please note

You can still use other constituent-based fields in the filters (e.g. permitted channels), which allows you to build Tag-based mailing lists that respect consent.

For more about how Tags work, see Tags Overview.

You can then add filters and columns as required.

When you download a Constituent Tag List you can also:

If Activities were added in error, use the Undo Activities option from Home > My Downloads as described earlier.

A Connection List helps you find and understand the links between constituents.

Connections are:

A Connection List returns both sides of each connection and indicates which side each row relates to:

Filters also have From and To variants so you can specify which side you’re interested in.

To find all constituents who are employed by a company:

In results:

If you switch the Connection Type to the reciprocal, for example Works for:

You can include:

Connection Strength

Connection Strength indicates how warm or strong the relationship is (on a scale of 1–5).

Fields include:

You can define your own meaning for each level (e.g. 1 = “cold”, 5 = “warm champion”).

You can then add Connection Type filters and other conditions.

You can obtain contact details from a Connection List, but keep in mind:

To mail the “To” side safely:

Within a Connection List you can add Tags to constituent profiles. The Tag will be applied to the From Constituent only.

To Tag the To constituents:

For full details, see Adding or Deleting a Tag from all Constituents on a List.

A Transaction in Donorfy consists of two halves:

Each part (Payment and each Allocation) appears as a separate row in Transaction-based Lists, with its own Transaction Number.

The Transaction Number for the Payment is the same ID shown on the Constituent Timeline.

There are three Transaction List types:

Each type shows a different view of the Transaction.

This is the most flexible Transaction List type because it can show both halves of the Transaction in one place.

Use it when you need to:

If you want to limit the List to just Payments or just Allocations, add a Type filter:

If you don’t filter by Type:

A Transaction Payment List returns Payment header details only.

Use it when you want to:

Because it only returns Payments:

If you add Allocation-related fields to the filters or output:

A Transaction Payment List also cannot:

A Transaction Allocation List returns Allocation-level detail. Use it when you need more granular reporting, for example at Fund level.

Key behaviour:

Because of that, if you need to apportion Processing Costs or Gift Aid Amount Claimed by allocation:

A Transaction Allocation List cannot report the Payment Transaction Number directly, so to correlate allocations back to the Payment, you may need to use other fields such as Accounting Date and Date Paid.

You can then configure filters and columns.

Please note
Some allocations belong to transactions or recurring payment instructions with a beneficiary – indicating which constituent benefits (e.g. a gift membership).

Within Transaction Lists, you can also add Tags to constituent profiles based on the List results.

For detailed steps, see Adding or Deleting a Tag from all Constituents on a List.

A Recurring Payment Instruction (RPI) List lets you view financial, statistical, and constituent data related to each recurring payment instruction. Memberships are also represented as RPIs, so membership data can be reported from here too (as well as via the dedicated Membership List).

You can use an RPI List to:

Sometimes you may need to combine this data with other detail (e.g. linked Transactions or Connections). In those cases, export as CSV and use Excel for more complex analysis.

Find all constituents who donate regularly (via RPIs)

Find everyone who missed a payment this month / last month

Find everyone who has missed payments

Find recurring payment instructions ending on a certain date

Send membership packs or information to current members due this month

Send a thank-you to regular donors

Thank people who have recently started giving regularly

Analyse campaigns, funds, channels, products

Work out expected income

Find recurring payment instructions that have been cancelled

Then add filters and columns as needed.

You can add Tags to constituent profiles from an RPI List. For full details, see Adding or Deleting a Tag from all Constituents on a List.

A Recurring Payment Instruction Beneficiary List shows data where one constituent pays for something that another constituent benefits from (e.g. gifted memberships, sponsored adoptions).

The List includes:

This is ideal for mailings to the beneficiary based on RPI characteristics – for example:

Add filters and columns as needed.

You can add Tags to constituent profiles from a Beneficiary List. For full details, see Adding or Deleting a Tag from all Constituents on a List.

A Membership List is similar to the Recurring Payment Instruction List but with additional fields specific to Memberships.

It includes, for example:

You can use this List to see who holds which membership, who pays for it, and key membership dates.

Membership custom fields appear as generic names such as:

This is because a Membership List may include multiple Products, and the List cannot know which custom fields apply to which Product at query time.

Add filters and columns as needed.

You can add Tags to constituent profiles from a Membership List – for example, tagging current members. See Adding or Deleting a Tag from all Constituents on a List for details.

A Members List focuses on the individual named members within a Membership.

Custom fields behave as with Membership Lists:

Add filters and columns as needed.

You can add Tags to constituent profiles from a Members List (for example, tagging individual members). See Adding or Deleting a Tag from all Constituents on a List for the process.

An Opportunity List provides reporting on both financial and non-financial data for Opportunities, such as major gifts or corporate asks.

Use it to:

Examples of Opportunity-specific fields:

You can also include constituent details such as:

Add filters and columns as needed.

You can add Tags to constituent profiles from an Opportunity List (e.g. tagging key contacts on open Opportunities). See Adding or Deleting a Tag from all Constituents on a List.

A Pledge List reports on financial promises that may or may not be tied to an Opportunity. It includes:

You can use it to see:

Add filters and columns as needed.

In Filters, add:

Then add columns such as:

You can add Tags to constituent profiles from a Pledge List (e.g. tagging constituents with outstanding pledges). See Adding or Deleting a Tag from all Constituents on a List.

An Activity is a Timeline entry that records interactions with constituents, such as:

An Activity List lets you report on these Activities.

You can:

Use All Activities and filters such as:

Only one Activity Type

If your Activity Type has custom fields:

Add filters and columns as needed.

You can add Tags to constituent profiles from an Activity List (e.g. tagging “Attended 2026 Gala”). See Adding or Deleting a Tag from all Constituents on a List.

Sometimes Activity items may be incorrect or no longer required. An Activity List allows you to mark Activities for deletion in bulk.

For a detailed “how-to”, see Bulk Deletion of Timeline Activities.

A Gift Aid Declaration List gives you details of each Gift Aid Declaration (GAD) a supporter has completed, whether:

You can use it to:

This works well with Auto Tags, which keep such Tags updated automatically as declarations change.

Add filters and columns as needed.

You can add Tags to constituent profiles from a Gift Aid Declaration List (e.g. tagging constituents with an active GAD). See Adding or Deleting a Tag from all Constituents on a List.

A Change Log List allows you to see changes made to data in Donorfy, with filters including:

Typically, the Change Log covers roughly the last 12 months.

Key behaviour:

Then:

Clicking on an item in the List lets you see more detail about what was changed.

Custom List Views let you create your own specialised List views, beyond the standard ones.

Donorfy normally ships with standard views such as Constituent, Activity, Transaction, etc. Custom List Views allow you (or a partner) to define additional views for:

Custom List Views are:

If you think Custom List Views are right for your organisation, please contact Donorfy/Access about upgrading.

To add a custom list view you must:

Because this is a technical task, you may need help from a Donorfy Partner.

Use SQL Management Studio to create a view that:

You also need a column that tells Donorfy which entity to open when a result is clicked (e.g. open a Constituent, Campaign, or Opportunity):

Then:

You can use existing Donorfy standard views (for example, [dbo].[vConstituentBase]) inside your custom view.

You can also examine the standard views used by Lists, named like:

These can help you understand how to structure your own view.

If you name columns in your view the same as those in standard Donorfy views, Donorfy can show drop-down options in the filter builder.

For example:

Once your SQL View is ready:

Your new Custom List Type will appear under Add, Lists.
You may need to sign out and back in to see it.

If you later change your SQL View (adding/removing columns, etc.):

The Donorfy Academy features a learning course for Lists - enrol here.