From your Transactions Report, you can:

  • Search, filter, and sort all transactions

  • Save Frequently used report settings

  • Print and resend receipts

  • Issue refunds

  • Edit payment profiles

Access Transactions Report

Navigate to your manager dashboard. Click on Reports and then select Transactions.

Filter and Sort Transactions

From your Transactions report, search for a specific gift using the search bar. Filter your view by selecting the Filters tool at the top right corner.

Once Filters is open, you'll be able to adjust several criteria to narrow down your search:

  1. Filter By

  2. Status

  3. Fund

  4. Occurrence

  5. Location

  6. Payment Type

  7. Payment Method

  8. Deposit Account

As you select filters, you'll notice your selections will be listed at the top of your report. You can click the x in each Filter chip if you decide you no longer need that specific selection.

Sorting Columns

You'll notice not all columns are initially visible on your report by design. You can add additional data points/columns by clicking the Column Sorter Icon to the far left of the Column headers.

You can add many columns to your report.

You can also sort the report by clicking on the column headers, for example, you can click on "Funds" if you'd like to sort your report by funds in ascending order, or click "Funds" again to resort in descending order.

Once your report is set to the correct specifications, you can print or export that report using the buttons at the top of this page. Additionally, you can save your most frequently used report settings.

Receipts, Refunds, & Other Actions

Within a transaction’s row, click the 3-dot ellipsis icon on the far right. There you will find a few actions you can take for that transaction.

Selecting Resend Receipt will send the giver another email copy of their original receipt. The Send field will be pre-populated with the giver’s email address, but you have the option to enter a different email address if needed.

Refunds

Within a transaction’s row, click the 3-dot ellipsis icon, then select Refund. The full transaction amount will be credited back to the giver’s payment source, of you can opt for a partial refund. Read more: Managing Refunds

Edit Fund

If a giver contacts your ministry because has given to the incorrect fund, you can adjust the fund on their behalf. Click on the 3-dot ellipsis icon, then select Edit Fund.

Then simply select the correct fund from the dropdown menu.

Edit Payment Profile

Within a transaction’s row, click the 3-dot ellipsis icon, then select Payment Profiles. You can view a giver’s stored payment methods and even create a new payment profile. Read more: Manage Giver Payment Profiles

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