Page & View Customization

Set up filtered views, custom columns, and table layouts to match your team's workflow.

Chariot's Donations and Deposits pages are fully customizable. You can create filtered views for different workflows, add custom columns to track your own data, and configure the table layout to show exactly what each team member needs.

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Custom Views & Filters

A view is a saved combination of filters, column visibility, and sort order. Views let different team members — or different workflows — see exactly the subset of data they need without affecting anyone else's setup.

Creating a Custom View

1. On the Donations or Deposits page, click the + View to the right of your last view tab.

2. Name your view — use a descriptive name like "Workplace Giving," "Needs Review," or "This Week's DAF Gifts."

3. Add a simple or Advanced filter. You can filter by any combination of:

   • Payer — Show only gifts from specific payers (e.g., Benevity, Fidelity Charitable).

   • Date range — Show donations from a specific period.

   • Custom property values — Filter by your team's custom columns (e.g., Status = "Needs Review").

   • Deposit ID — Show all donations from a specific deposit.

   • Amount range — Filter by gift size.

1. Choose visible columns — show or hide columns to keep the view focused.

2. Set the sort order — sort by date, amount, payer, or any other column.

3. Save the view. It now appears as a tab you can switch to anytime.

Suggested Starter Views

These view setups work well for most organizations. Customize them to match your specific workflow.

View Name	Filters / Setup	Best For
Waiting for Payment	Filter to only show donations where Deposit ID is empty (i.e. payment has not arrived yet) and Received offline on is empty	Keeping track of donations that have not yet settled into your account.
Needs Review	Create a filtered view to only show donations where deposits have arrived (e.g. Deposit ID is not empty). You could add a custom Select type property called "Status" and filter this view to only show donations where "Status" = "Needs Review" and set this status to default so it applies to all incoming donations (read on to learn how to do this).	Keeping track of what gifts have not yet been reviewed to confirm they are coded appropriately. Once you set the build
Ready for CRM	Filter to only show donations where "Status" = Reviewed	All donations in this view are reviewed and ready for export or adding into your CRM.
Ready for CRM - Workplace Giving	Filter to show Payer = Benevity, YourCause, CyberGrants	Store all Workplace Giving donations in one view if you'd like to apply the same export template exclusively to these donations.

Custom Properties (Columns)

Custom properties are columns your team creates to track additional data that doesn't come from the payer. You can add them to donations, deposits, or transfers.

Property Types Available

Type	Description	Example Use
Text	Free-text field for notes or codes	Internal tracking codes, notes
Select	Single-select dropdown from a predefined list of options (with colors)	Workflow status, gift category
Checkbox	Boolean yes/no toggle	"Entered in CRM" checkbox
Date	Date picker	Acknowledgment sent date
Person	Assign a team member	Gift processor responsible
Relation	Reference a Deposit column whereby the status or field applies to all donations. Note: this only applies to donations.	Add 'Synced to Finance' column to your donation views to see which donations have had their associated Deposits added to their ERP.

Creating a Custom Property

1. On the Donations or Deposits page, click the + icon in the column header area (or go to your table settings).

2. Name the property — use a clear, concise name like "Review Status" or "Campaign Code."

3. Choose the type from the options above.

4. For Dropdown properties, define your options and assign a color to each (e.g., "Needs Review" = yellow, "Approved" = green, "Exported" = blue).

5. Save. The new column appears in your table and is available for filtering, sorting, and exporting.

Custom properties can be auto-populated by Policies. For example, create a "Campaign Code" dropdown, then write a policy clause that assigns the correct value based on the donation's purpose or payer. This eliminates manual data entry.

Setting a Default Field for Donations

To automatically apply a field to all incoming donations:

1. Click on the column header.

2. Open the options by selecting the drop-down arrow.

3. Set the default option below the color choices.

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Table Layout Management

Column Visibility

Show or hide columns to keep each view focused on what matters:

1. Click the column settings icon on the table.

2. Toggle columns on or off.

3. Changes are saved per view — so your "Workplace Giving" view can show different columns than your "DAF Gifts" view.

Column Order

Drag columns to rearrange them in the order that makes sense for your workflow. For example, you might want Donor Name, Amount, Payer, and Status as your first four columns.

Column Freezing or Pinning

Pin important columns (like Donor Name or Amount) so they stay visible when you scroll horizontally through a wide table.

Sorting

Click any column header to sort by that field. Click again to toggle between ascending and descending. Sorting is useful for:

• Finding the largest gifts (sort by Amount, descending).

• Reviewing the most recent donations (sort by Deposit Date, descending).

• Grouping by payer (sort by Payer, ascending).

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Workflow Examples

Example 1: Gift Entry Daily Queue

A gift entry processor opens the "Needs Review" view each morning. It shows only donations where the "Review Status" custom property is set to "Needs Review." They review each donation, verify the AI-assigned codes from Policies, make corrections if needed, then change the status to "Ready for Export."

Example 2: Workplace Giving Specialist

An organization has a dedicated staff member for workplace giving. They use a "Workplace Giving" view filtered to payers like Benevity, YourCause, and CyberGrants. This view includes columns for Company Name, Match Amount, and Employee Gift Amount — which aren't needed in the general DAF gift view.

Example 3: Finance Reconciliation

The accounting team uses the Deposits page with a view filtered to deposits not yet marked as "Recorded." They work through the list, posting journal entries in their ERP, and mark each deposit as Recorded when done.

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Video Tutorial

Watch: Table Filters & Custom Views — Learn how to set up filtered views and customize your Donations page.