Search for a Collection

Perform a search to list the Collections contained in the DPA Database. The search shows any Collection which has at least one Contribution which matches the search parameters.

Procedure 

  1. By default, Collections that are active over the last seven days appear in the Results table.

    Go to Desktop Analytics. Under Analyze select Collections.

  2. If the Collection you are searching for does not appear in the Results table, widen the date range.

    1. Click the Date icon Date icon.

    2. Select an appropriate date range using any of the parameters. To select your own date range, click Custom.

    3. Click Apply.

  3. To narrow your search, use any of the following search criteria:

    • Employees - Click Employee. An indicator displays how many employees, groups, and organizations are selected.

      Select from the following filters:

      • Employee filter icon - Employee Filter - Select one or more employees to apply to the filter. To select more than one employee, use the Shift and Control keys.

      • Organization filter icon - Organization Filter - Select an organization to apply to the filter.

      • Groups filter icon - Groups filter - Select a group to apply to the filter.

      • Custom Filter icon- Custom Filter - Create your own filter.

    • Collections - Click Collections.  Select any of the available attributes.

      The available attributes are synchronized with the results set. Only the attributes that are displayed in the results set are available as search criteria. These attributes are defined when the Collections trigger command fires.

    • Contributions - ClickContributions. Select any of the available attributes.

      The available attributes are synchronized with the results set. Only the attributes that are displayed in the results set are available as search criteria. These attributes are defined when the Contributions trigger command fires.

      To remove all selections from search criteria, click Clear All.

  4. Click Apply.

    The first row in the Results table is selected by default. The attributes associated with a selected Collection appear in the Attributes widget.

  5. Optional: To reorganize the table, place your mouse in any column heading and click the arrow when it appears.

    • Click Sort Ascending or Sort Descending to change the sort order.

    • Click Columns and clear the check from the column you want to remove, check the columns that you want to include. All columns are selected by default.

Search criteria

Collections search results

Collection attributes