The Lists within Donorfy cover the following areas:
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A Constituent List allows you to ask questions specific to a Constituent's Profile, such as contact details, Tags, communications purposes and financial summary data. Great for creating Campaign Segments, contact lists and searching for people or organisations.

Constituent Lists are also used as the basis for syncing data to MailChimp - see: Step 5: Updating Mailchimp from Donorfy.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.

From within a Constituent List you can also:

Within the Details section of your List, toggle the Show in Menu switch to Yes.

You will find this option below the List Tags field.

When selected it means that the list will be visible as a sub-menu item under the Constituents link in the left-hand navigation area (click the plus button to reveal them)

You can now also set a Constituent List so that it is only viewable within the Show in Menu list to those users that are tagged in the List.

To add the permissions, click into the drop-down box called "Which users can see?". A selection list will appear of those users who have Lists as a user setting permission.

You can click on each user that you would like to see this List from within the Show in Menu list, then Save List and Fetch Results.

Within the Filter Section a pre-filter option will be displayed. If you intend to perform a mailing based on your List this option should be used to quickly ensure that the Constituents within your List have consented to the appropriate Channels and/or Purposes without building the criteria into the List Filters.

You can opt to include any archived constituents in the result set - toggle the option to Yes and Save and Preview - the data set will now include these constituents.

If you would like to limit the type of archived constituents to a certain reason or reasons, then you will need to add the ArchivedReason field to your List Filters accordingly.

Under the download data option there are some standard features and also some additional features are available when exporting Constituent Lists:

Undoing Activities added by a List

Activities added in error via a Constituent List can be removed by using the Undo Activities option. The download can be located at Home > My Downloads

Use this tab when syncing to a Mailchimp List. See this article for more info.

Use this tab when syncing to a Dotdigital List. See this article for more info.

Tags feature extra details within them, such as Start Date, End Date, Campaign, if it's an Excluded Tag or not, Notes and Custom Fields, and a Constituent Tag List provides the route to that data.

Unlike a Constituent List that can return all those Constituents who have a particular Tag applied, a Constituent Tag List looks at the data from the Tag viewpoint and will then return all those Constituents who match the criteria that you have specified with your filters.

Constituent Tag List uses the Tag as the source, so depending on your List's filter, a Constituent could appear more than once. For example, a Constituent who has 5 Tags on their profile will appear 5 times.

To hone in on the data that you require, you will need to add a filter(s) so that only the Tag(s) that you wish to report on are included, as shown in the example below - only return those Constituents with the Finance Tag:

To find out how tags work, please see this article Tags Overview

Other Constituent-based fields can be used in the filter, e.g. permitted channels, etc - this allows you to build lists that can be used for mailings based on a Tag.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.

When you download your List, you can also:

Activities added in error via a Constituent List can be removed by using the Undo Activities option. The download can be located at Home, then click My Downloads.

Connection Lists can help you find and understand the links between your Constituents.

The Connection List is based on the user-defined connections that have been added to Constituent profiles.

Connections are reciprocal, so the Connection resides on the profile of each Constituent that the Connection is between. To find out more about Connections see this article: Connections.

A Connection List returns both Constituents for that Connection Type and the data returned within the List will show which side of the Connection it relates to: From or To

Similarly, the filters within the List also feature From and To variants.

For example, if you wanted to see all Constituents who are employed by a Company, you can build your filters as the example below:

Filters: Connection Type = Employs.

Data Results:

Switching the Connection Type to the reciprocal of Employs i.e Works for, will return:

The connection strength indicates how warm the connection is between the main constituent and the Connected To Constituent.

The strength indicator on a profile is a scale of 1-5 (cool to hot) – you can set out your own definitions for the use of this.

There are 4 fields relating to Connection Strength only the following fields are currently used:

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.

Whilst you can obtain contact details from a Connection List, the contact preferences available in the data selection only relate to the From person.

Contact preferences are not available for the To connection.

To obtain the contact permissions for the To Connection you will need to download your List, ensuring that the Connected to Number is within the Reults, and then use the File Uploader to add a tag to the constituent profiles.

Once you have added your Tag, you can then create a Constituent List based on the Tag.

The Constituent List can then be Downloaded and Excel used to lookup data between your two datasheets.

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

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List .

To Tag the To Constituents, you will need to download your List, ensuring that the Connected to Number is within the Reults, and then use the File Uploader to add a tag to the constituent profiles.

Transaction Lists are useful for giving you information about the financial income within your Donorfy, but to make use of them you need to understand what they're showing you.

In Donorfy, a Transaction is made up of two 'halves' - the Payment (e.g. £100), and it's Allocation (e.g. Donation - £100). See this article for more information.

It's possible to have more than one allocation per payment (a split gift) e.g. £100 payment that covers a £70 donation (allocation 1) and £30 subscription (allocation 2).

Each element - the payment and allocations - represents a separate row in a Transaction List.

There are three types of Transaction List, each with a slightly different view of a Transaction:

Each section (payment and allocation) of a Transaction has its own ID (Transaction Number).

Transaction Number for the Payment section of a Transaction is the same ID that is displayed on the Constituent Timeline.

Great, now we know all that let's look at the three types of Transaction List...

This List type provides the most flexibility in reporting as both halves of the Transaction are returned, allowing you to see the most amount of data about the Transaction.

When using this List type you can refine the filter to return a subset of the Transaction, i.e. the Payment or the Allocation.

So if you want a List of Payments, make sure the Filter contains this:

And if you want a List of Allocations, the Filter should contain:

If you don't apply a filter on the Type, you will get multiple rows in your Transaction List, for example, a donation with a single allocation would return 2 rows and a split donation containing 2 allocations would return 3 rows.

A Transaction Payment List returns the Payment header details and should not be used to report on Allocation-related details such as Fund, Allocation Amount, Department, Accounting Date, Date Due as these may vary by allocation.

If an Allocation-related field is added to the List data field outputs or filters then it will return the first added or most recently added Allocation detail.

A Transaction Payment List can not report on the number of Allocations that make up the payment nor the Transaction.

A Transaction Allocation List returns the Allocation details for the more granular reporting of a Transaction, i.e to the Fund level.

A Transaction Allocation List, as with a Transaction All List, will also include the Payment header details, however, where there are multiple Allocations for a Payment the Payment header detail will be returned for each Allocation, for example, if the donation has a processing fee of £2.50 and there are two Allocations, £2.50 will be returned for each line.

The calculation of the Processing Costs and Gift Aid Amount Claimed per Allocation would need to be completed within Excel.

An Allocation List can not report the Transaction Number of the Payment, so to the working out of corresponding Allocations to a Transaction would need to be done based on other fields, such as Accounting Date and Date Paid to make the comparison.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.​

Within the Transaction Lists you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List .

Recurring Payment Instructions Lists provide the ability to view both financial, statistical and constituent information attributed to that Recurring Payment Instruction.

Recurring Payment Lists also include Memberships enabling reporting from a single point. Memberships also have their own specific List Type which is detailed also in this article.

Whilst there is a wealth of information about the Recurring Payment Instruction, there may be times where you need to pair this information with other details, such as the linked Transactions or Connected to Constituents, in these cases, you may need to download the list as a CSV file and load it into Excel to perform more complex analysis.

Below are some examples of how to make use of that information for planning and decision-making and how to do some of the actions.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.
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Within the Recurring Instruction List you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List.

A beneficiary is often used where you have a membership or friends scheme where one constituent can gift or pay for membership for another constituent who gets the benefits of a Recurring Payment Instruction (RPI).

A beneficiary List features contact details for both the payer and the beneficiary, along with details relating to the RPI. This allows you to create mailings based on the RPI Product, Fund, etc, to the Beneficiary - e.g. providing an update to a sponsored penguin, child or twinned loo, etc.

It should be noted that a beneficiary of an RPI can be the payer themselves, so if you would like to locate RPIs where the beneficiary does not equal the payer, the List results will need to be downloaded and then filtered within Excel.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.
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Within the Recurring Instruction Beneficiary List you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List.

A Membership List is very similar to the Recurring Payment Instruction List (see above) as both share the same basic functions of an RPI, though a Membership List also includes specific fields for the Membership, for example:

A Membership List also includes key details of the Membership itself, along with the custom fields.

Where you would like to filter using custom fields, these will be named Text1, Number1, Yes/No1, etc., rather than the name that was assigned to them within settings. This is because the List does not know which item will be returned for which specific Product.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.

Within the Membership List, you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List.

In a similar way to a Recurring Instruction Beneficiary List, a Members Lists provides the details of those named members within the Membership where they have a Constituent Profile on your Donorfy. Otherwise, basic details will be returned.

A Members List also includes key details of the Membership itself, along with the custom fields.

Where you would like to filter using custom fields, these will be named Text1, Number1, Yes/No1, etc., rather than the name that was assigned to them within settings. This is because the List does not know which item will be returned for which specific Product.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.
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Within the Members List, you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List.

Whilst the daily management of Opportunities occurs within the Opportunities feature, an Opportunities List enables you to quickly report on both financial and non-financial information, for example:

An Opportunity List is where this can be achieved.

Available fields to report from specific to an Opportunity are:

Constituent data is also readily available, such as contact details and preferences, Prospect Research information and Giving Summary Stats.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.
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Within the Opportunity List you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List.

A pledge is a financial promise which may or may not be directly associated with an Opportunity. Within a Pledge List you will be able to report on both Individual and Opportunity pledges so that you can quickly and easily see which have been paid, which are due and what the associated amounts are.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.
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A simple List that you can create is to look for active pledges that are expected within the coming month. To do this, open the Filter section and add the following:

You can then add your required data fields within the columns section, such as Constituent Number, Pledge Amount, Notes, Date Expected, Pledge Campaign, etc

Within the Pledge List you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List.

An Activity is a type of Timeline entry in Donorfy. It is used to represent the various interactions that you have with Constituents - such as:

Within an Activity List, you can opt to base your List on All Activities and then use the filter options to locate the various Activities that you would like to see.

In the example below, Constituents who Have an Eventbrite Order OR have the Banger Racing Activity on their Timeline will be returned:

Or, you can pre-filter the List by selecting an Activity from the drop-down option - using this option for your List will then only return results specific for that Activity Type.

In the example below, only those Constituents who have the Banger Racing Activity on their Timeline will be returned:

Where you would like to filter using custom fields, where the List is based on All Activities, these will be named Text1, Number1, Yes/No1, etc. rather than the name that was assigned to them within settings. This is because at this point, the List does not know which item will be returned for which specific Activity.

However, when the List is pre-filtered by the specific Activity Type, the names that have been assigned to those custom fields will be provided. For example, T-Shirt Size, or How many people in your Team?

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.
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Within the Activity List you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List.

There may be times where Timeline Activity items have been added incorrectly or are no longer required, these can be marked for deletion using this option. For a detailed guide on how to action this, see here: Bulk Deletion of Timeline Activities.

A Gift Aid Declaration List provides you with the details about each GAD that your supporter has completed either offline or online.

You can easily create Lists to identify which Constituents have a GAD that is Active, Cancelled, Awaiting Confirmation, which GADS are about to expire and more!

A Gift Aid Declaration List can also be used to add a Tag to the Constituent Timeline - this will help to provide additional visibility of supporters with GADs from other List Types.

This can be coupled with the Auto Tags feature to ensure that the Tags are kept up-to-date automatically.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.
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Within the Gift Aid Declaration List you can also add Tags to Constituent profiles.

The process of adding and deleting Tags is detailed here: Adding or Deleting a Tag from all Constituents on a List.

The Change Log List allows you to look for changes made to the data in your Donorfy using a range of filters including:

Typically the Change Log includes details from the last 12 months.

Change Log Lists can not be downloaded to Excel, instead, only a PDF report can be created.

Your List will be created and show you the sections: Details, Filters, Columns, Results

From here you can start adding the filters to answer your question.

When creating your List, it is best practice to add a date range filter so that minimal data is returned and within a quicker timeframe.

Clicking on an item in the lists allows you to see more details of the fields that were changed.

Donorfy comes with standard list views, so that when you create a new list the data within that List is based on that single view, e.g. Constituent, Activity, Transaction and so on.

With Custom List Views, you can create your own specialised views for the way you want to query the data within your Donorfy.

Custom list views enable you to query your data at scale by optimising the performance of that List by streamlining what data is being recalled, i.e your specified data fields only, and not peripheral information that you do require.

To add a custom list view you need to:

Use SQL Management Studio to create a view. The view must:

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.

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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.

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

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