Custom Tables
Because Chariot standardizes donation data across all third-party payment sources, your team can build operational workflows on top of a consistent dataset.
Views, filters, and properties help your organization organize gift processing workflows, segment donations, coordinate across teams, and create custom operational processes inside Chariot.
Together, these tools allow your team to turn Chariot into a workflow system tailored to your organization’s needs.
Column Settings
Chariot tables are fully customizable, similar to a spreadsheet or Excel-style workflow. You can manage columns either directly from the table itself or through the Edit columns menu.
Using column settings, your team can:
Show or hide columns
Reorder columns
Freeze columns in place
Columns can be rearranged by dragging headers left or right directly within the table.
Right-clicking a column header also gives quick access to settings like hiding or freezing columns.
These settings make it easy for each team to customize Chariot around their preferred operational workflow.
Filters
Filters allow your team to dynamically narrow and organize donation data.
Because all donations in Chariot share the same standardized structure, you can filter across nearly every field in the system — including payment source, designation, gift amount, settlement date, workflow status, and custom properties.
Chariot supports advanced filtering logic, sorting, and multi-condition workflows, making it easy to build operational queues, review gifts efficiently, and identify exceptions without relying on spreadsheets.
Views
Views are saved combinations of filters, sorting, and column settings that help teams organize around shared workflows.
Instead of rebuilding the same setup every day, your team can create reusable views like “Ready for CRM,” “Needs Approval,” or “For Major Gifts Team” to streamline daily operations and keep everyone working from the same workflow.
Creating View
Click + View from the Donations or Deposits page and enter a descriptive title
Add filters — simple or advanced — to narrow the data shown within that view
Click Edit columns to control which columns are visible and their order
Click any column header and select Freeze column to pin it in place
Drag column headers left or right to rearrange them
Properties
Paid Plan Required: This Gift Processing feature is only available to organizations on Chariot Growth and Enterprise plans
Properties are custom fields your organization can add to donation and deposit records.
They allow your team to track internal workflow information like assignments, review status, approvals, notes, or custom tags directly inside Chariot. Properties work across filters, views, and policies, making it easy to build workflows tailored to your organization’s process.
Chariot currently supports five property types:
Text — Store plain text information like internal notes, comments, or workflow details
Select — Create customizable picklists with predefined workflow or categorization values
Checkbox — Track simple true/false states like reviewed, approved, or completed
Date — Select and store dates using a calendar picker
Person — Assign donations or deposits to Chariot users on your account
Reference — Reference values from a donation’s associated deposit record
Adding Properties
Click Add property
Select a property type
Enter a property name
The property will immediately appear as a new column in your table
Managing Select Properties
Select properties support advanced configuration options to help teams standardize workflows.
When managing select values, your organization can:
Create new values
Set default values for newly arriving line items
Change value colors
Add descriptions to values
Descriptions appear when users hover over a select value, making it easier to document internal workflow rules and operational guidance directly inside Chariot.
Bulk Actions
Bulk Actions allow your team to update and operate on many donations at once directly from your table views.
To use Bulk Actions, select donations using the checkboxes on the left side of the table. You can select up to 100 records directly, or click Select all to operate on larger result sets.
Once selected, your team can perform actions like updating Properties, exporting donations, or running Enrichment.
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